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Access Investment Management’s Bank of America BAC Stock Holding History

Access Investment 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
Q2 		$12M Hold
210,075
– – 3.06% 10
2026
Q1 		$10.2M Hold
210,075
– – 2.73% 11
2025
Q4 		$10.8M Hold
210,075
– – 2.91% 11
2025
Q3 		$10.8M Hold
210,075
– – 2.91% 11
2025
Q2 		$9.94M Buy
+210,075
New +$8.84M 2.83% 11
2024
Q4 		$9.23M Sell
210,000
-15,000
-7% -$660K 2.67% 10
2024
Q3 		$8.93M Hold
225,000
– – 2.72% 12
2024
Q2 		$8.95M Sell
225,000
-5,000
-2% -$192K 2.91% 13
2024
Q1 		$8.72M Hold
230,000
– – 2.88% 11
2023
Q4 		$7.74M Buy
+230,000
New +$6.7M 2.89% 12

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

Access Investment Management's BAC Position: Q2 2026 in Review

Access Investment Management held its Bank of America (BAC) position steady in Q2 2026 at 210,075 shares worth $12M. The position accounts for 3.06% of the portfolio, ranked #10.

Access Investment Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Access Investment Management held 210,075 shares of Bank of America worth $12M as of Q2 2026.
  • Access Investment Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 3.06% of Access Investment Management's portfolio in Q2 2026, its #10 holding.
  • Access Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.