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Sittner & Nelson’s Bank of America BAC Stock Holding History

Sittner & Nelson’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 		$816K Buy
16,734
+4
+0% +$206 0.3% 68
2025
Q4 		$946K Buy
16,730
+141
+0.8% +$7.45K 0.33% 63
2025
Q3 		$856K Sell
16,589
-198
-1% -$9.66K 0.31% 60
2025
Q2 		$794K Buy
16,787
+937
+6% +$39.4K 0.32% 58
2025
Q1 		$661K Sell
15,850
-747
-5% -$33.3K 0.28% 61
2024
Q4 		$729K Buy
16,597
+4
+0% +$176 0.32% 56
2024
Q3 		$658K Buy
16,593
+1,004
+6% +$40.2K 0.29% 58
2024
Q2 		$620K Buy
15,589
+3
+0% +$115 0.31% 56
2024
Q1 		$591K Hold
15,586
– – 0.3% 59
2023
Q4 		$525K Sell
15,586
-557
-3% -$16.2K 0.28% 60
2023
Q3 		$442K Sell
16,143
-16
-0.1% -$473 0.25% 67
2023
Q2 		$464K Buy
16,159
+2,538
+19% +$72.4K 0.25% 67
2023
Q1 		$390K Buy
13,621
+6
+0% +$198 0.22% 76
2022
Q4 		$451K Buy
13,615
+11
+0.1% +$379 0.28% 66
2022
Q3 		$411K Sell
13,604
-697
-5% -$23.3K 0.28% 61
2022
Q2 		$445K Buy
14,301
+2,544
+22% +$91.6K 0.29% 62
2022
Q1 		$485K Sell
11,757
-5
-0% -$226 0.28% 58
2021
Q4 		$523K Hold
11,762
– – 0.3% 60
2021
Q3 		$499K Hold
11,762
– – 0.32% 58
2021
Q2 		$485K Buy
11,762
+1,250
+12% +$51.2K 0.34% 53
2021
Q1 		$407K Buy
10,512
+500
+5% +$17.3K 0.3% 61
2020
Q4 		$303K Buy
+10,012
New +$268K 0.27% 68

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

Sittner & Nelson's BAC Position: Q1 2026 in Review

Sittner & Nelson increased its Bank of America (BAC) stake by 0.02% in Q1 2026, buying an estimated $206 and bringing the position to 16,734 shares worth $816K. The position accounts for 0.3% of the portfolio, ranked #68.

Sittner & Nelson first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $946K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sittner & Nelson held 16,734 shares of Bank of America worth $816K as of Q1 2026.
  • Sittner & Nelson bought 4 Bank of America shares in Q1 2026, an estimated $206.
  • Bank of America made up 0.3% of Sittner & Nelson's portfolio in Q1 2026, its #68 holding.
  • Sittner & Nelson first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Bank of America position peaked at $946K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.