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

AMI 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 		$4.5M Sell
79,036
-6,202
-7% -$330K 0.96% 27
2026
Q1 		$4.16M Buy
85,238
+953
+1% +$49.2K 0.93% 28
2025
Q4 		$4.64M Buy
84,285
+6,073
+8% +$321K 1.04% 25
2025
Q3 		$4.03M Sell
78,212
-3,953
-5% -$193K 0.94% 30
2025
Q2 		$3.89M Sell
82,165
-1,327
-2% -$55.8K 1% 31
2025
Q1 		$3.48M Buy
83,492
+1,011
+1% +$45.1K 1.12% 29
2024
Q4 		$3.63M Sell
82,481
-4,666
-5% -$205K 1.18% 29
2024
Q3 		$3.46M Sell
87,147
-1,282
-1% -$51.4K 1.17% 30
2024
Q2 		$3.52M Sell
88,429
-11,089
-11% -$425K 1.23% 28
2024
Q1 		$3.77M Buy
99,518
+415
+0.4% +$14.2K 1.37% 24
2023
Q4 		$3.34M Buy
99,103
+3,577
+4% +$104K 1.35% 25
2023
Q3 		$2.62M Sell
95,526
-1,870
-2% -$55.3K 1.18% 32
2023
Q2 		$2.79M Sell
97,396
-2,009
-2% -$57.3K 1.24% 29
2023
Q1 		$2.84M Sell
99,405
-2,799
-3% -$92.4K 1.33% 28
2022
Q4 		$3.38M Sell
102,204
-1,429
-1% -$49.2K 1.71% 21
2022
Q3 		$3.13M Sell
103,633
-703
-0.7% -$23.5K 1.77% 17
2022
Q2 		$3.25M Buy
104,336
+4,582
+5% +$165K 1.64% 21
2022
Q1 		$4.11M Sell
99,754
-26,228
-21% -$1.18M 1.81% 18
2021
Q4 		$5.61M Buy
125,982
+460
+0.4% +$21K 2.26% 16
2021
Q3 		$5.33M Sell
125,522
-11,923
-9% -$480K 2.23% 17
2021
Q2 		$5.67M Sell
137,445
-1,549
-1% -$63.5K 2.24% 17
2021
Q1 		$5.38M Buy
138,994
+280
+0.2% +$9.66K 2.26% 14
2020
Q4 		$4.2M Buy
138,714
+344
+0.2% +$9.22K 1.86% 19
2020
Q3 		$3.33M Buy
138,370
+2,817
+2% +$70.1K 1.68% 20
2020
Q2 		$3.22M Buy
135,553
+81,115
+149% +$1.92M 1.71% 22
2020
Q1 		$1.16M Buy
+54,438
New +$1.63M 0.69% 48

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

AMI Investment Management reduced its Bank of America (BAC) stake by 7.3% in Q2 2026, selling an estimated $330K and leaving 79,036 shares worth $4.5M. The position accounts for 0.96% of the portfolio, ranked #27.

AMI Investment Management first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.67M in Q2 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AMI Investment Management held 79,036 shares of Bank of America worth $4.5M as of Q2 2026.
  • AMI Investment Management sold 6,202 Bank of America shares in Q2 2026, an estimated $330K.
  • Bank of America made up 0.96% of AMI Investment Management's portfolio in Q2 2026, its #27 holding.
  • AMI Investment Management first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • AMI Investment Management's Bank of America position peaked at $5.67M in Q2 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.