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AM Investment Strategies’s Bank of America BAC Stock Holding History

AM Investment Strategies’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 		$225K Buy
+3,941
New +$210K 0.04% 103
2024
Q3 		– Sell
-16,528
Closed -$657K – 108
2024
Q2 		$657K Buy
16,528
+18
+0.1% +$690 0.16% 65
2024
Q1 		$626K Sell
16,510
-401
-2% -$13.8K 0.16% 64
2023
Q4 		$569K Sell
16,911
-37,832
-69% -$1.1M 0.16% 63
2023
Q3 		$1.5M Sell
54,743
-3,257
-6% -$96.4K 0.49% 34
2023
Q2 		$1.66M Buy
58,000
+785
+1% +$22.4K 0.52% 32
2023
Q1 		$1.64M Buy
57,215
+6,618
+13% +$218K 0.56% 33
2022
Q4 		$1.68M Sell
50,597
-4,205
-8% -$145K 0.6% 30
2022
Q3 		$1.66M Buy
54,802
+2,938
+6% +$98.2K 0.61% 30
2022
Q2 		$1.61M Sell
51,864
-2,118
-4% -$76.3K 0.56% 33
2022
Q1 		$2.23M Buy
53,982
+1,123
+2% +$50.7K 0.59% 28
2021
Q4 		$2.35M Buy
52,859
+4,799
+10% +$219K 0.56% 29
2021
Q3 		$2.04M Sell
48,060
-38
-0.1% -$1.53K 0.53% 29
2021
Q2 		$1.98M Buy
48,098
+26
+0.1% +$1.07K 0.51% 29
2021
Q1 		$1.86M Buy
48,072
+74
+0.2% +$2.55K 0.52% 28
2020
Q4 		$1.46M Buy
47,998
+3,367
+8% +$90.2K 0.45% 32
2020
Q3 		$1.07M Buy
+44,631
New +$1.11M 0.38% 35

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AM Investment Strategies's BAC Position: Q2 2026 in Review

AM Investment Strategies opened a new position in Bank of America (BAC) in Q2 2026: 3,941 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: AM Investment Strategies previously reported a position in BAC as recently as Q2 2024.

AM Investment Strategies first reported a position in BAC in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2021. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AM Investment Strategies held 3,941 shares of Bank of America worth $225K as of Q2 2026.
  • Bank of America was a new AM Investment Strategies position in Q2 2026.
  • Bank of America made up 0.04% of AM Investment Strategies's portfolio in Q2 2026, its #103 holding.
  • AM Investment Strategies first reported a position in Bank of America in Q3 2020 and has held it in 17 quarters since.
  • AM Investment Strategies's Bank of America position peaked at $2.35M in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.