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SYM Financial Corp’s Bank of America BAC Stock Holding History

SYM Financial Corp’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 		$465K Sell
9,535
-311
-3% -$16K 0.05% 141
2025
Q4 		$542K Sell
9,846
-1,139
-10% -$60.2K 0.06% 122
2025
Q3 		$567K Buy
10,985
+1,246
+13% +$60.8K 0.06% 101
2025
Q2 		$461K Sell
9,739
-6,417
-40% -$270K 0.05% 134
2025
Q1 		$674K Buy
16,156
+171
+1% +$7.62K 0.08% 73
2024
Q4 		$703K Buy
15,985
+1,379
+9% +$60.7K 0.09% 64
2024
Q3 		$580K Buy
14,606
+877
+6% +$35.1K 0.08% 64
2024
Q2 		$546K Buy
+13,729
New +$526K 0.09% 51

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

SYM Financial Corp's BAC Position: Q1 2026 in Review

SYM Financial Corp reduced its Bank of America (BAC) stake by 3.2% in Q1 2026, selling an estimated $16K and leaving 9,535 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #141.

SYM Financial Corp first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $703K in Q4 2024. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • SYM Financial Corp held 9,535 shares of Bank of America worth $465K as of Q1 2026.
  • SYM Financial Corp sold 311 Bank of America shares in Q1 2026, an estimated $16K.
  • Bank of America made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #141 holding.
  • SYM Financial Corp first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Bank of America position peaked at $703K in Q4 2024.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.