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Synergy Financial Group’s Bank of America BAC Stock Holding History

Synergy Financial Group’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 		$202K Buy
+4,141
New +$214K 0.15% 123

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

Synergy Financial Group's BAC Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Bank of America (BAC) in Q1 2026: 4,141 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #123 among its holdings.

3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Synergy Financial Group held 4,141 shares of Bank of America worth $202K as of Q1 2026.
  • Bank of America was a new Synergy Financial Group position in Q1 2026.
  • Bank of America made up 0.15% of Synergy Financial Group's portfolio in Q1 2026, its #123 holding.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.