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Stokes Family Office’s Bank of America BAC Stock Holding History

Stokes Family Office’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 		$630K Sell
12,933
-7,223
-36% -$373K 0.07% 170
2025
Q4 		$1.11M Buy
20,156
+8,752
+77% +$463K 0.1% 128
2025
Q3 		$588K Buy
11,404
+5,385
+89% +$263K 0.06% 165
2025
Q2 		$285K Buy
6,019
+138
+2% +$5.81K 0.03% 204
2025
Q1 		$245K Buy
5,881
+2
+0% +$89 0.03% 209
2024
Q4 		$258K Buy
+5,879
New +$259K 0.03% 205
2023
Q4 		– Sell
-11,551
Closed -$316K – 235
2023
Q3 		$316K Sell
11,551
-1,176
-9% -$34.8K 0.04% 238
2023
Q2 		$365K Buy
12,727
+2,348
+23% +$67K 0.04% 215
2023
Q1 		$297K Sell
10,379
-4,942
-32% -$163K 0.04% 225
2022
Q4 		$507K Sell
15,321
-598
-4% -$20.6K 0.07% 163
2022
Q3 		$481K Buy
15,919
+4,107
+35% +$137K 0.07% 158
2022
Q2 		$368K Sell
11,812
-508
-4% -$18.3K 0.05% 187
2022
Q1 		$508K Buy
12,320
+522
+4% +$23.6K 0.07% 162
2021
Q4 		$525K Buy
11,798
+1,483
+14% +$67.6K 0.07% 155
2021
Q3 		$438K Buy
10,315
+208
+2% +$8.38K 0.06% 157
2021
Q2 		$417K Buy
10,107
+1,487
+17% +$61K 0.06% 154
2021
Q1 		$334K Sell
8,620
-197
-2% -$6.8K 0.05% 156
2020
Q4 		$267K Buy
+8,817
New +$236K 0.05% 147

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

Stokes Family Office's BAC Position: Q1 2026 in Review

Stokes Family Office reduced its Bank of America (BAC) stake by 36% in Q1 2026, selling an estimated $373K and leaving 12,933 shares worth $630K. The position accounts for 0.07% of the portfolio, ranked #170.

Stokes Family Office first reported a position in BAC in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Stokes Family Office held 12,933 shares of Bank of America worth $630K as of Q1 2026.
  • Stokes Family Office sold 7,223 Bank of America shares in Q1 2026, an estimated $373K.
  • Bank of America made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #170 holding.
  • Stokes Family Office first reported a position in Bank of America in Q4 2020 and has held it in 18 quarters since.
  • Stokes Family Office's Bank of America position peaked at $1.11M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.