Syon Capital’s Bank of America BAC Stock Holding History

Syon Capital’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	$4.68M	Buy	96,081 +2,789	+3%	+$144K	0.24%	63
2025 Q4	$5.13M	Buy	93,292 +3,034	+3%	+$160K	0.26%	57
2025 Q3	$4.66M	Buy	90,258 +10,535	+13%	+$514K	0.25%	59
2025 Q2	$3.77M	Buy	79,723 +15,948	+25%	+$671K	0.25%	67
2025 Q1	$2.66M	Buy	63,775 +4,093	+7%	+$182K	0.22%	78
2024 Q4	$2.62M	Buy	59,682 +441	+0.7%	+$19.4K	0.24%	69
2024 Q3	$2.35M	Buy	59,241 +1,091	+2%	+$43.7K	0.21%	79
2024 Q2	$2.31M	Buy	58,150 +1,885	+3%	+$72.2K	0.21%	78
2024 Q1	$2.13M	Sell	56,265 -87,657	-61%	-$3.01M	0.2%	82
2023 Q4	$4.85M	Buy	143,922 +100,097	+228%	+$2.91M	0.2%	76
2023 Q3	$1.2M	Buy	+43,825	New	+$1.3M	0.15%	88

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syon Capital's BAC Position: Q1 2026 in Review

Syon Capital increased its Bank of America (BAC) stake by 3% in Q1 2026, buying an estimated $144K and bringing the position to 96,081 shares worth $4.68M. The position accounts for 0.24% of the portfolio, ranked #63.

Syon Capital first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Syon Capital held 96,081 shares of Bank of America worth $4.68M as of Q1 2026.
Syon Capital bought 2,789 Bank of America shares in Q1 2026, an estimated $144K.
Bank of America made up 0.24% of Syon Capital's portfolio in Q1 2026, its #63 holding.
Syon Capital first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Bank of America position peaked at $5.13M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.