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Synergy Investment Management’s Bank of America BAC Stock Holding History

Synergy Investment 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 		$52.7K Buy
+1,080
New +$55.7K 0.02% 278
2025
Q2 		– Sell
-130
Closed -$5.42K – 116
2025
Q1 		$5.42K Hold
130
– – ﹤0.01% 444
2024
Q4 		$5.71K Buy
+130
New +$5.72K ﹤0.01% 439

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 Investment Management's BAC Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Bank of America (BAC) in Q1 2026: 1,080 shares worth $52.7K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BAC as recently as Q1 2025.

Synergy Investment Management first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Synergy Investment Management held 1,080 shares of Bank of America worth $52.7K as of Q1 2026.
  • Bank of America was a new Synergy Investment Management position in Q1 2026.
  • Bank of America made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #278 holding.
  • Synergy Investment Management first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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