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Silver Oak Securities’s Bank of America BAC Stock Holding History

Silver Oak Securities’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 		$2.2M Sell
45,046
-3,975
-8% -$205K 0.16% 141
2025
Q4 		$2.71M Buy
49,021
+956
+2% +$50.5K 0.18% 124
2025
Q3 		$2.48M Buy
48,065
+8,951
+23% +$437K 0.19% 121
2025
Q2 		$1.85M Sell
39,114
-771
-2% -$32.4K 0.15% 151
2025
Q1 		$1.65M Sell
39,885
-2,357
-6% -$105K 0.15% 154
2024
Q4 		$1.85M Buy
42,242
+31,297
+286% +$1.38M 0.17% 131
2024
Q3 		$431K Buy
10,945
+3,164
+41% +$127K 0.05% 351
2024
Q2 		$309K Buy
7,781
+983
+14% +$37.7K 0.05% 285
2024
Q1 		$258K Sell
6,798
-688
-9% -$23.6K 0.04% 324
2023
Q4 		$252K Buy
7,486
+826
+12% +$24K 0.03% 412
2023
Q3 		$182K Sell
6,660
-1,552
-19% -$45.9K 0.04% 303
2023
Q2 		$236K Buy
+8,212
New +$234K 0.04% 389
2023
Q1 		– Sell
-6,504
Closed -$215K – 398
2022
Q4 		$215K Sell
6,504
-156
-2% -$5.37K 0.04% 274
2022
Q3 		$182K Buy
+6,660
New +$223K 0.04% 303

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silver Oak Securities's BAC Position: Q1 2026 in Review

Silver Oak Securities reduced its Bank of America (BAC) stake by 8.1% in Q1 2026, selling an estimated $205K and leaving 45,046 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #141.

Silver Oak Securities first reported a position in BAC in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.71M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Silver Oak Securities held 45,046 shares of Bank of America worth $2.2M as of Q1 2026.
  • Silver Oak Securities sold 3,975 Bank of America shares in Q1 2026, an estimated $205K.
  • Bank of America made up 0.16% of Silver Oak Securities's portfolio in Q1 2026, its #141 holding.
  • Silver Oak Securities first reported a position in Bank of America in Q3 2022 and has held it in 14 quarters since.
  • Silver Oak Securities's Bank of America position peaked at $2.71M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.