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

Tilson 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 		$566K Buy
11,608
+78
+0.7% +$4.03K 0.17% 54
2025
Q4 		$634K Sell
11,530
-290
-2% -$15.3K 0.2% 51
2025
Q3 		$610K Buy
11,820
+401
+4% +$19.6K 0.2% 48
2025
Q2 		$540K Sell
11,419
-181
-2% -$7.62K 0.2% 49
2025
Q1 		$484K Buy
11,600
+261
+2% +$11.6K 0.19% 52
2024
Q4 		$498K Sell
11,339
-27
-0.2% -$1.19K 0.2% 52
2024
Q3 		$451K Sell
11,366
-146
-1% -$5.85K 0.2% 54
2024
Q2 		$458K Sell
11,512
-47
-0.4% -$1.8K 0.46% 27
2024
Q1 		$438K Sell
11,559
-733
-6% -$25.2K 0.24% 52
2023
Q4 		$414K Buy
12,292
+265
+2% +$7.72K 0.27% 48
2023
Q3 		$329K Buy
+12,027
New +$356K 0.26% 53
2023
Q2 		– Sell
-12,141
Closed -$347K – 32
2023
Q1 		$347K Buy
12,141
+6
+0% +$198 0.28% 48
2022
Q4 		$402K Buy
+12,135
New +$418K 0.34% 45

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

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

Tilson Financial Group increased its Bank of America (BAC) stake by 0.68% in Q1 2026, buying an estimated $4.03K and bringing the position to 11,608 shares worth $566K. The position accounts for 0.17% of the portfolio, ranked #54.

Tilson Financial Group first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $634K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Tilson Financial Group held 11,608 shares of Bank of America worth $566K as of Q1 2026.
  • Tilson Financial Group bought 78 Bank of America shares in Q1 2026, an estimated $4.03K.
  • Bank of America made up 0.17% of Tilson Financial Group's portfolio in Q1 2026, its #54 holding.
  • Tilson Financial Group first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
  • Tilson Financial Group's Bank of America position peaked at $634K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.