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 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 $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

Advisory Research's BAC Position: Q1 2026 in Review

Advisory Research reduced its Bank of America (BAC) stake by 8.6% in Q1 2026, selling an estimated $138K and leaving 28,487 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #96.

Advisory Research first reported a position in BAC in Q1 2014 and has held it in 27 quarters since. The position peaked at $19.2M in Q2 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Advisory Research held 28,487 shares of Bank of America worth $1.39M as of Q1 2026.
Advisory Research sold 2,670 Bank of America shares in Q1 2026, an estimated $138K.
Bank of America made up 0.17% of Advisory Research's portfolio in Q1 2026, its #96 holding.
Advisory Research first reported a position in Bank of America in Q1 2014 and has held it in 27 quarters since.
Advisory Research's Bank of America position peaked at $19.2M in Q2 2018.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.