Verity Asset Management’s Bank of America BAC Stock Holding History

Verity Asset 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	–	Sell	-3,764	Closed	-$207K	–	218
2025 Q4	$207K	Buy	+3,764	New	+$199K	0.09%	224
2022 Q1	$204K	Buy	4,932 +415	+9%	+$18.7K	0.13%	195
2021 Q4	$201K	Buy	+4,517	New	+$206K	0.12%	190
2016 Q3	–	Sell	-50,576	Closed	-$671K	–	114
2016 Q2	$671K	Buy	+50,576	New	+$710K	0.66%	39

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

Verity Asset Management's BAC Position: Q1 2026 in Review

Verity Asset Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,764 shares — an estimated $207K sold.

Verity Asset Management first reported a position in BAC in Q2 2016 and held it in 4 quarters. The position peaked at $671K in Q2 2016. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Verity Asset Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Verity Asset Management sold 3,764 Bank of America shares in Q1 2026, an estimated $207K.
Verity Asset Management first reported a position in Bank of America in Q2 2016 and held it in 4 quarters.
Verity Asset Management's Bank of America position peaked at $671K in Q2 2016.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.