Woodley Farra Manion Portfolio Management’s Bank of America BAC Stock Holding History

Woodley Farra Manion Portfolio 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	-3,918	Closed	-$215K	–	123
2025 Q4	$215K	Sell	3,918 -342	-8%	-$18.1K	0.01%	113
2025 Q3	$220K	Hold	4,260	–	–	0.01%	115
2025 Q2	$202K	Buy	+4,260	New	+$179K	0.01%	112
2020 Q3	–	Sell	-1,217	Closed	-$29K	–	109
2020 Q2	$29K	Sell	1,217 -400	-25%	-$9.45K	﹤0.01%	201
2020 Q1	$34K	Buy	1,617 +400	+33%	+$12K	﹤0.01%	188
2019 Q4	$43K	Buy	+1,217	New	+$39.3K	﹤0.01%	191

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

Woodley Farra Manion Portfolio Management's BAC Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,918 shares — an estimated $215K sold.

Woodley Farra Manion Portfolio Management first reported a position in BAC in Q4 2019 and held it in 6 quarters. The position peaked at $220K in Q3 2025. 3,464 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Woodley Farra Manion Portfolio Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 3,918 Bank of America shares in Q1 2026, an estimated $215K.
Woodley Farra Manion Portfolio Management first reported a position in Bank of America in Q4 2019 and held it in 6 quarters.
Woodley Farra Manion Portfolio Management's Bank of America position peaked at $220K in Q3 2025.
3,464 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.