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

Winslow 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	-3,930	Closed	-$216K	–	79
2025 Q4	$216K	Hold	3,930	–	–	0.04%	74
2025 Q3	$203K	Buy	+3,930	New	+$192K	0.04%	74
2024 Q3	–	Sell	-5,101	Closed	-$203K	–	77
2024 Q2	$203K	Buy	+5,101	New	+$195K	0.04%	73
2023 Q1	–	Sell	-6,780	Closed	-$225K	–	72
2022 Q4	$225K	Sell	6,780 -52	-0.8%	-$1.79K	0.05%	70
2022 Q3	$206K	Hold	6,832	–	–	0.05%	71
2022 Q2	$213K	Hold	6,832	–	–	0.05%	75
2022 Q1	$282K	Sell	6,832 -400	-6%	-$18K	0.06%	74
2021 Q4	$322K	Hold	7,232	–	–	0.06%	70
2021 Q3	$307K	Hold	7,232	–	–	0.06%	73
2021 Q2	$298K	Sell	7,232 -60	-0.8%	-$2.46K	0.06%	71
2021 Q1	$282K	Hold	7,292	–	–	0.06%	70
2020 Q4	$221K	Buy	+7,292	New	+$195K	0.05%	74
2020 Q1	–	Sell	-8,020	Closed	-$282K	–	77
2019 Q4	$282K	Buy	+8,020	New	+$259K	0.06%	79

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

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

Winslow Asset Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,930 shares — an estimated $216K sold.

Winslow Asset Management first reported a position in BAC in Q4 2019 and held it in 13 quarters. The position peaked at $322K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Winslow Asset Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Winslow Asset Management sold 3,930 Bank of America shares in Q1 2026, an estimated $216K.
Winslow Asset Management first reported a position in Bank of America in Q4 2019 and held it in 13 quarters.
Winslow Asset Management's Bank of America position peaked at $322K in Q4 2021.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.