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Altshuler Shaham’s Bank of America BAC Stock Holding History

Altshuler Shaham’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 		$151M Buy
+2,655,000
New +$141M 1.88% 15
2026
Q1 		– Sell
-12,850
Closed -$663K – 445
2025
Q4 		$707K Sell
12,850
-25,048
-66% -$1.32M 0.01% 129
2025
Q3 		$1.96M Hold
37,898
– – 0.03% 63
2025
Q2 		$1.79M Hold
37,898
– – 0.06% 57
2025
Q1 		$1.58M Hold
37,898
– – 0.04% 48
2024
Q4 		$1.67M Hold
37,898
– – 0.06% 40
2024
Q3 		$1.5M Buy
37,898
+12,930
+52% +$518K 0.09% 43
2024
Q2 		$993K Hold
24,968
– – 0.03% 50
2024
Q1 		$947K Sell
24,968
-5,432
-18% -$186K 0.04% 43
2023
Q4 		$1.02M Sell
30,400
-4,726,340
-99% -$138M 0.06% 37
2023
Q3 		$130M Buy
4,756,740
+290,413
+7% +$8.59M 3.53% 11
2023
Q2 		$128M Sell
4,466,327
-5,658,131
-56% -$161M 2.25% 17
2023
Q1 		$290M Buy
10,124,458
+2,287,191
+29% +$75.5M 6.33% 6
2022
Q4 		$260M Buy
7,837,267
+5,196,669
+197% +$179M 10.38% 2
2022
Q3 		$82.9M Sell
2,640,598
-9,968,403
-79% -$333M 2.03% 12
2022
Q2 		$393M Buy
12,609,001
+12,527,001
+15,277% +$451M 5.87% 9
2022
Q1 		$3.38M Sell
82,000
-5,385,441
-99% -$243M 0.03% 95
2021
Q4 		$245M Sell
5,467,441
-2,261,684
-29% -$103M 2.09% 9
2021
Q3 		$330M Buy
7,729,125
+7,728,159
+800,016% +$311M 2.42% 15
2021
Q2 		$40K Buy
+966
New +$39.6K ﹤0.01% 479
2021
Q1 		– Sell
-86,599
Closed -$2.63M – 456
2020
Q4 		$2.63M Hold
86,599
– – 0.05% 45
2020
Q3 		$2.11M Hold
86,599
– – 0.05% 54
2020
Q2 		$2.06M Buy
86,599
+18,649
+27% +$441K 0.06% 41
2020
Q1 		$1.44M Buy
67,950
+67,939
+617,627% +$2.04M 0.07% 45
2019
Q4 		$0 Buy
11
+1
+10% +$32 ﹤0.01% 504
2019
Q3 		$0 Buy
+10
New +$288 ﹤0.01% 421

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Altshuler Shaham's BAC Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Bank of America (BAC) in Q2 2026: 2,655,000 shares worth $151M. The stake represents 1.88% of the portfolio and ranks #15 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in BAC as recently as Q4 2025.

Altshuler Shaham first reported a position in BAC in Q3 2019 and has held it in 26 quarters since. The position peaked at $393M in Q2 2022. 3,108 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Altshuler Shaham held 2,655,000 shares of Bank of America worth $151M as of Q2 2026.
  • Bank of America was a new Altshuler Shaham position in Q2 2026.
  • Bank of America made up 1.88% of Altshuler Shaham's portfolio in Q2 2026, its #15 holding.
  • Altshuler Shaham first reported a position in Bank of America in Q3 2019 and has held it in 26 quarters since.
  • Altshuler Shaham's Bank of America position peaked at $393M in Q2 2022.
  • 3,108 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.