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Smartleaf Asset Management’s Bank of America BAC Stock Holding History

Smartleaf Asset Management’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 		$5.04M Buy
106,782
+870
+0.8% +$44.9K 0.18% 99
2025
Q4 		$5.85M Buy
105,912
+17,686
+20% +$935K 0.22% 80
2025
Q3 		$4.62M Buy
88,226
+17,625
+25% +$860K 0.29% 65
2025
Q2 		$3.33M Sell
70,601
-3,955
-5% -$166K 0.29% 67
2025
Q1 		$3.08M Buy
74,556
+8,351
+13% +$372K 0.3% 67
2024
Q4 		$2.91M Buy
66,205
+16,055
+32% +$706K 0.3% 67
2024
Q3 		$1.98M Buy
50,150
+15,576
+45% +$624K 0.24% 92
2024
Q2 		$1.36M Buy
34,574
+7,916
+30% +$303K 0.22% 101
2024
Q1 		$1.01M Buy
26,658
+10,916
+69% +$375K 0.2% 127
2023
Q4 		$527K Buy
+15,742
New +$458K 0.14% 163

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

Smartleaf Asset Management's BAC Position: Q1 2026 in Review

Smartleaf Asset Management increased its Bank of America (BAC) stake by 0.82% in Q1 2026, buying an estimated $44.9K and bringing the position to 106,782 shares worth $5.04M. The position accounts for 0.18% of the portfolio, ranked #99.

Smartleaf Asset Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.85M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Smartleaf Asset Management held 106,782 shares of Bank of America worth $5.04M as of Q1 2026.
  • Smartleaf Asset Management bought 870 Bank of America shares in Q1 2026, an estimated $44.9K.
  • Bank of America made up 0.18% of Smartleaf Asset Management's portfolio in Q1 2026, its #99 holding.
  • Smartleaf Asset Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Bank of America position peaked at $5.85M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.