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Aaron Cowen’s Bank of America BAC Stock Holding History

Aaron Cowen’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
Q2 		$45M Sell
789,720
-505,525
-39% -$26.9M 0.82% 39
2026
Q1 		$63.1M Sell
1,295,245
-222,385
-15% -$11.5M 1.61% 25
2025
Q4 		$83.5M Buy
1,517,630
+357,300
+31% +$18.9M 1.71% 18
2025
Q3 		$59.9M Buy
1,160,330
+233,140
+25% +$11.4M 1.53% 23
2025
Q2 		$43.9M Buy
927,190
+173,277
+23% +$7.29M 1.32% 28
2025
Q1 		$31.5M Buy
+753,913
New +$33.6M 1.17% 28
2018
Q2 		– Sell
-2,576,000
Closed -$77.3M – 21
2018
Q1 		$77.3M Buy
+2,576,000
New +$80.9M 1.95% 15

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Cowen's BAC Position: Q2 2026 in Review

Aaron Cowen reduced its Bank of America (BAC) stake by 39% in Q2 2026, selling an estimated $26.9M and leaving 789,720 shares worth $45M. The position accounts for 0.82% of the portfolio, ranked #39.

Aaron Cowen first reported a position in BAC in Q1 2018 and has held it in 7 quarters since. The position peaked at $83.5M in Q4 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aaron Cowen held 789,720 shares of Bank of America worth $45M as of Q2 2026.
  • Aaron Cowen sold 505,525 Bank of America shares in Q2 2026, an estimated $26.9M.
  • Bank of America made up 0.82% of Aaron Cowen's portfolio in Q2 2026, its #39 holding.
  • Aaron Cowen first reported a position in Bank of America in Q1 2018 and has held it in 7 quarters since.
  • Aaron Cowen's Bank of America position peaked at $83.5M in Q4 2025.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.