Sierra Ocean’s Bank of America BAC Stock Holding History

Sierra Ocean’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,204	Closed	-$231K	–	61
2025 Q4	$231K	Buy	+4,204	New	+$222K	0.19%	50
2025 Q3	–	Sell	-3,194	Closed	-$151K	–	137
2025 Q2	$151K	Buy	3,194 +504	+19%	+$21.2K	0.11%	82
2025 Q1	$112K	Sell	2,690 -339	-11%	-$15.1K	0.09%	92
2024 Q4	$133K	Buy	+3,029	New	+$133K	0.11%	84

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Ocean's BAC Position: Q1 2026 in Review

Sierra Ocean sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,204 shares — an estimated $231K sold.

Sierra Ocean first reported a position in BAC in Q4 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sierra Ocean reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Sierra Ocean sold 4,204 Bank of America shares in Q1 2026, an estimated $231K.
Sierra Ocean first reported a position in Bank of America in Q4 2024 and held it in 4 quarters.
Sierra Ocean's Bank of America position peaked at $231K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.