West Family Investments’s Bank of America BAC Stock Holding History

West Family Investments’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	$836K	Sell	17,156 -8,037	-32%	-$415K	0.29%	63
2025 Q4	$1.39M	Sell	25,193 -3,542	-12%	-$187K	0.33%	59
2025 Q3	$1.48M	Buy	28,735 +298	+1%	+$14.5K	0.33%	58
2025 Q2	$1.35M	Buy	28,437 +9,411	+49%	+$396K	0.35%	57
2025 Q1	$794K	Sell	19,026 -1,641	-8%	-$73.1K	0.3%	69
2024 Q4	$908K	Sell	20,667 -298	-1%	-$13.1K	0.32%	62
2024 Q3	$832K	Buy	20,965 +4,806	+30%	+$193K	0.28%	69
2024 Q2	$643K	Hold	16,159	–	–	0.19%	90
2024 Q1	$613K	Buy	+16,159	New	+$555K	0.19%	94
2023 Q4	–	Sell	-16,959	Closed	-$464K	–	242
2023 Q3	$464K	Buy	+16,959	New	+$502K	0.16%	101
2023 Q1	–	Sell	-12,896	Closed	-$427K	–	213
2022 Q4	$427K	Sell	12,896 -9,054	-41%	-$312K	0.15%	114
2022 Q3	$663K	Buy	+21,950	New	+$734K	0.28%	79
2022 Q2	–	Sell	-21,324	Closed	-$879K	–	235
2022 Q1	$879K	Sell	21,324 -775	-4%	-$35K	0.25%	67
2021 Q4	$983K	Sell	22,099 -1,930	-8%	-$87.9K	0.27%	69
2021 Q3	$1.02M	Buy	24,029 +2,165	+10%	+$87.2K	0.26%	63
2021 Q2	$901K	Buy	+21,864	New	+$896K	0.24%	63

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

West Family Investments's BAC Position: Q1 2026 in Review

West Family Investments reduced its Bank of America (BAC) stake by 32% in Q1 2026, selling an estimated $415K and leaving 17,156 shares worth $836K. The position accounts for 0.29% of the portfolio, ranked #63.

West Family Investments first reported a position in BAC in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.48M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

West Family Investments held 17,156 shares of Bank of America worth $836K as of Q1 2026.
West Family Investments sold 8,037 Bank of America shares in Q1 2026, an estimated $415K.
Bank of America made up 0.29% of West Family Investments's portfolio in Q1 2026, its #63 holding.
West Family Investments first reported a position in Bank of America in Q2 2021 and has held it in 16 quarters since.
West Family Investments's Bank of America position peaked at $1.48M in Q3 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.