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Symphony Financial’s Bank of America BAC Stock Holding History

Symphony Financial’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 		$804K Buy
16,724
+8,518
+104% +$440K 0.11% 127
2025
Q4 		$452K Sell
8,206
-1,259
-13% -$66.6K 0.06% 176
2025
Q3 		$484K Buy
9,465
+2,695
+40% +$131K 0.06% 165
2025
Q2 		$443K Buy
+6,770
New +$285K 0.06% 163
2024
Q3 		– Sell
-6,147
Closed -$244K – 227
2024
Q2 		$244K Buy
6,147
+6
+0.1% +$230 0.04% 186
2024
Q1 		$233K Sell
6,141
-1,364
-18% -$46.8K 0.05% 171
2023
Q4 		$241K Buy
+7,505
New +$219K 0.05% 179

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

Symphony Financial's BAC Position: Q1 2026 in Review

Symphony Financial increased its Bank of America (BAC) stake by 104% in Q1 2026, buying an estimated $440K and bringing the position to 16,724 shares worth $804K. The position accounts for 0.11% of the portfolio, ranked #127.

Symphony Financial first reported a position in BAC in Q4 2023 and has held it in 7 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Symphony Financial held 16,724 shares of Bank of America worth $804K as of Q1 2026.
  • Symphony Financial bought 8,518 Bank of America shares in Q1 2026, an estimated $440K.
  • Bank of America made up 0.11% of Symphony Financial's portfolio in Q1 2026, its #127 holding.
  • Symphony Financial first reported a position in Bank of America in Q4 2023 and has held it in 7 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.