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Warburton Capital Management’s Bank of America BAC Stock Holding History

Warburton Capital 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 		$887K Buy
16,835
+596
+4% +$30.8K 0.43% 22
2025
Q4 		$893K Buy
16,239
+289
+2% +$15.3K 0.5% 19
2025
Q3 		$808K Buy
15,950
+231
+1% +$11.3K 0.49% 19
2025
Q2 		$753K Buy
15,719
+469
+3% +$19.7K 0.45% 20
2025
Q1 		$636K Buy
15,250
+496
+3% +$22.1K 0.46% 18
2024
Q4 		$648K Buy
+14,754
New +$649K 0.49% 15

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

Warburton Capital Management's BAC Position: Q1 2026 in Review

Warburton Capital Management increased its Bank of America (BAC) stake by 3.7% in Q1 2026, buying an estimated $30.8K and bringing the position to 16,835 shares worth $887K. The position accounts for 0.43% of the portfolio, ranked #22.

Warburton Capital Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $893K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Warburton Capital Management held 16,835 shares of Bank of America worth $887K as of Q1 2026.
  • Warburton Capital Management bought 596 Bank of America shares in Q1 2026, an estimated $30.8K.
  • Bank of America made up 0.43% of Warburton Capital Management's portfolio in Q1 2026, its #22 holding.
  • Warburton Capital Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Warburton Capital Management's Bank of America position peaked at $893K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Warburton Capital Management's 13F filing for Q1 2026, filed 1 May 2026.