Advisory Research’s Bank of America BAC Stock Holding History

Advisory Research’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	$1.63M	Buy	28,666 +179	+0.6%	+$9.52K	0.16%	90
2026 Q1	$1.39M	Sell	28,487 -2,670	-9%	-$138K	0.17%	96
2025 Q4	$1.71M	Sell	31,157 -2,360	-7%	-$125K	0.22%	79
2025 Q3	$1.73M	Sell	33,517 -1,295	-4%	-$63.2K	0.23%	81
2025 Q2	$1.65M	Sell	34,812 -549	-2%	-$23.1K	0.25%	83
2025 Q1	$1.48M	Sell	35,361 -1,682	-5%	-$75K	0.26%	77
2024 Q4	$1.63M	Sell	37,043 -3,683	-9%	-$162K	0.27%	77
2024 Q3	$1.62M	Sell	40,726 -7,450	-15%	-$299K	0.29%	80
2024 Q2	$1.92M	Sell	48,176 -797	-2%	-$30.5K	0.36%	66
2024 Q1	$1.86M	Hold	48,973	–	–	0.37%	66
2023 Q4	$1.65M	Sell	48,973 -3,362	-6%	-$97.9K	0.25%	104
2023 Q3	$1.43M	Sell	52,335 -2,343	-4%	-$69.3K	0.2%	143
2023 Q2	$1.57M	Sell	54,678 -5,014	-8%	-$143K	0.2%	148
2023 Q1	$1.71M	Buy	59,692 +18,417	+45%	+$608K	0.28%	89
2022 Q4	$1.37M	Buy	41,275 +17,453	+73%	+$601K	0.13%	118
2022 Q3	$719K	Buy	+23,822	New	+$796K	0.07%	195
2020 Q1	–	Sell	-76,687	Closed	-$2.7M	–	287
2019 Q4	$2.7M	Sell	76,687 -4,613	-6%	-$149K	0.12%	102
2019 Q3	$2.37M	Sell	81,300 -1,175	-1%	-$33.8K	0.11%	113
2019 Q2	$2.39M	Sell	82,475 -1,699	-2%	-$49K	0.05%	177
2019 Q1	$2.32M	Sell	84,174 -528,294	-86%	-$14.9M	0.04%	168
2018 Q4	$15.1M	Sell	612,468 -36,594	-6%	-$993K	0.32%	87
2018 Q3	$19.1M	Sell	649,062 -33,666	-5%	-$1.03M	0.31%	82
2018 Q2	$19.2M	Buy	682,728 +672,780	+6,763%	+$20.1M	0.31%	85
2018 Q1	$298K	Sell	9,948 -7,075	-42%	-$222K	0.01%	350
2017 Q4	$503K	Sell	17,023 -330	-2%	-$9.1K	0.01%	328
2017 Q3	$440K	Buy	17,353 +3,777	+28%	+$91.7K	0.01%	368
2017 Q2	$329K	Buy	+13,576	New	+$317K	0.01%	393
2014 Q2	–	Sell	-4,177	Closed	-$72K	–	359
2014 Q1	$72K	Buy	+4,177	New	+$70.3K	﹤0.01%	409

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's BAC Position: Q2 2026 in Review

Advisory Research increased its Bank of America (BAC) stake by 0.63% in Q2 2026, buying an estimated $9.52K and bringing the position to 28,666 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #90.

Advisory Research first reported a position in BAC in Q1 2014 and has held it in 28 quarters since. The position peaked at $19.2M in Q2 2018. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Advisory Research held 28,666 shares of Bank of America worth $1.63M as of Q2 2026.
Advisory Research bought 179 Bank of America shares in Q2 2026, an estimated $9.52K.
Bank of America made up 0.16% of Advisory Research's portfolio in Q2 2026, its #90 holding.
Advisory Research first reported a position in Bank of America in Q1 2014 and has held it in 28 quarters since.
Advisory Research's Bank of America position peaked at $19.2M in Q2 2018.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.