Berkshire Hathaway's Portfolio: Bank of America Leads at 9.6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Source: Fool
- Portfolio Overview: Warren Buffett's Berkshire Hathaway holds a $309 billion portfolio, with 35% invested in five major financial stocks, demonstrating ongoing confidence in the financial sector.
- Leading Performance: American Express accounts for 17.3% of Berkshire's portfolio as its largest financial services holding, with Buffett indicating a long-term commitment, reflecting strong confidence in the company.
- Dividend Yield Advantage: Bank of America boasts a forward dividend yield of 2.1%, significantly higher than the other top four financial stocks, highlighting its competitive edge in cash returns and attracting investor interest.
- Future Growth Potential: While all five financial stocks are solid long-term picks, Bank of America stands out across various comparison metrics, likely making it the best choice for 2026, although Chubb may perform better during market downturns.
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Analyst Views on BAC
Wall Street analysts forecast BAC stock price to rise
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 52.520
Low
55.00
Averages
61.17
High
71.00
Current: 52.520
Low
55.00
Averages
61.17
High
71.00
About BAC
Bank of America Corporation is a bank holding company and a financial holding company. Its segments include Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets. Consumer Banking segment offers a range of credit, banking and investment products and services to consumers and small businesses. The GWIM includes two businesses: Merrill Wealth Management, which provides tailored solutions to meet clients' needs through a full set of investment management, brokerage, banking and retirement products and Bank of America Private Bank, which provides comprehensive wealth management solutions. Global Banking segment provides a range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. Global Markets segment offers sales and trading services and research services to institutional clients across fixed-income, credit, currency, commodity, and equity businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shareholder Interest Preservation: Berkshire holds a 27.5% stake in Kraft Heinz, currently valued at approximately $8.1 billion, and the pause on the separation helps protect shareholder interests by avoiding potential share sales, reflecting Buffett's confidence in the company's future.
- Market Reaction: Although Kraft Heinz's stock initially fell upon the announcement of the separation pause, it quickly rebounded to close the week with a 0.7% gain, indicating market recognition and confidence in the new strategy.
- Future Outlook: Berkshire is expected to release its latest portfolio snapshot next week, with investors keenly watching whether it continues to reduce its positions in Apple and Bank of America, as well as developments regarding new portfolio manager Todd Combs, which will influence market expectations for Berkshire's future performance.
See More
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- Potential Equity Changes: Berkshire had previously considered selling its stake in Kraft Heinz, and the pause on the separation may help stabilize the stock price and avoid large-scale sell-offs, further solidifying Berkshire's investment position in the company.
See More
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See More
