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Verum Partners’s Bank of America BAC Stock Holding History

Verum Partners’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 		$7.46M Buy
153,033
+95,379
+165% +$4.92M 1.42% 15
2025
Q4 		$3.17M Buy
57,654
+44,578
+341% +$2.36M 0.64% 35
2025
Q3 		$675K Buy
13,076
+881
+7% +$43K 0.14% 76
2025
Q2 		$577K Sell
12,195
-93
-0.8% -$3.91K 0.13% 85
2025
Q1 		$513K Sell
12,288
-482
-4% -$21.5K 0.14% 84
2024
Q4 		$561K Buy
12,770
+92
+0.7% +$4.05K 0.16% 77
2024
Q3 		$503K Sell
12,678
-308
-2% -$12.3K 0.15% 87
2024
Q2 		$516K Buy
12,986
+798
+7% +$30.6K 0.17% 78
2024
Q1 		$462K Sell
12,188
-723
-6% -$24.8K 0.16% 87
2023
Q4 		$435K Sell
12,911
-4,790
-27% -$139K 0.17% 85
2023
Q3 		$485K Buy
17,701
+30
+0.2% +$888 0.22% 75
2023
Q2 		$507K Buy
17,671
+8,943
+102% +$255K 0.46% 46
2023
Q1 		$250K Buy
8,728
+454
+5% +$15K 0.27% 56
2022
Q4 		$274K Buy
+8,274
New +$285K 0.34% 55

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

Verum Partners's BAC Position: Q1 2026 in Review

Verum Partners increased its Bank of America (BAC) stake by 165% in Q1 2026, buying an estimated $4.92M and bringing the position to 153,033 shares worth $7.46M. The position accounts for 1.42% of the portfolio, ranked #15.

Verum Partners first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Verum Partners held 153,033 shares of Bank of America worth $7.46M as of Q1 2026.
  • Verum Partners bought 95,379 Bank of America shares in Q1 2026, an estimated $4.92M.
  • Bank of America made up 1.42% of Verum Partners's portfolio in Q1 2026, its #15 holding.
  • Verum Partners first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.