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Verity & Verity’s Bank of America BAC Stock Holding History

Verity & Verity’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 		$927K Sell
19,024
-2,799
-13% -$144K 0.07% 77
2025
Q4 		$1.2M Sell
21,823
-3,462
-14% -$183K 0.09% 78
2025
Q3 		$1.3M Sell
25,285
-43
-0.2% -$2.1K 0.1% 75
2025
Q2 		$1.2M Buy
25,328
+754
+3% +$31.7K 0.1% 76
2025
Q1 		$1.03M Buy
24,574
+1,116
+5% +$49.7K 0.09% 81
2024
Q4 		$1.03M Buy
23,458
+890
+4% +$39.2K 0.09% 79
2024
Q3 		$895K Buy
22,568
+1,137
+5% +$45.6K 0.09% 72
2024
Q2 		$852K Buy
21,431
+6,827
+47% +$262K 0.09% 71
2024
Q1 		$554K Sell
14,604
-12,376
-46% -$425K 0.06% 77
2023
Q4 		$908K Buy
26,980
+723
+3% +$21.1K 0.1% 72
2023
Q3 		$719K Hold
26,257
– – 0.09% 70
2023
Q2 		$753K Buy
26,257
+1,854
+8% +$52.9K 0.09% 68
2023
Q1 		$698K Buy
24,403
+200
+0.8% +$6.6K 0.09% 78
2022
Q4 		$802K Buy
+24,203
New +$834K 0.1% 82
2022
Q1 		– Sell
-4,515
Closed -$201K – 100
2021
Q4 		$201K Sell
4,515
-64
-1% -$2.92K 0.03% 101
2021
Q3 		$221K Buy
+4,579
New +$184K 0.03% 100

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

Verity & Verity's BAC Position: Q1 2026 in Review

Verity & Verity reduced its Bank of America (BAC) stake by 13% in Q1 2026, selling an estimated $144K and leaving 19,024 shares worth $927K. The position accounts for 0.07% of the portfolio, ranked #77.

Verity & Verity first reported a position in BAC in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Verity & Verity held 19,024 shares of Bank of America worth $927K as of Q1 2026.
  • Verity & Verity sold 2,799 Bank of America shares in Q1 2026, an estimated $144K.
  • Bank of America made up 0.07% of Verity & Verity's portfolio in Q1 2026, its #77 holding.
  • Verity & Verity first reported a position in Bank of America in Q3 2021 and has held it in 16 quarters since.
  • Verity & Verity's Bank of America position peaked at $1.3M in Q3 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.