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Ariel Investments’s Bank of America BAC Stock Holding History

Ariel Investments’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 		$28.1M Sell
492,572
-19,539
-4% -$1.04M 0.28% 66
2026
Q1 		$25M Sell
512,111
-5,331
-1% -$275K 0.28% 66
2025
Q4 		$28.5M Sell
517,442
-22,217
-4% -$1.17M 0.31% 67
2025
Q3 		$27.8M Buy
539,659
+61,756
+13% +$3.01M 0.3% 66
2025
Q2 		$22.6M Sell
477,903
-362,026
-43% -$15.2M 0.26% 71
2025
Q1 		$35.1M Buy
839,929
+675,109
+410% +$30.1M 0.41% 63
2024
Q4 		$7.24M Sell
164,820
-4,539
-3% -$200K 0.08% 91
2024
Q3 		$6.72M Sell
169,359
-2,325
-1% -$93.2K 0.07% 92
2024
Q2 		$6.83M Sell
171,684
-5,197
-3% -$199K 0.07% 93
2024
Q1 		$6.71M Hold
176,881
– – 0.07% 92
2023
Q4 		$5.96M Buy
176,881
+20,273
+13% +$590K 0.06% 92
2023
Q3 		$4.29M Buy
156,608
+11,237
+8% +$332K 0.05% 93
2023
Q2 		$4.17M Buy
145,371
+23,917
+20% +$682K 0.04% 98
2023
Q1 		$3.47M Buy
121,454
+25,415
+26% +$839K 0.03% 102
2022
Q4 		$3.18M Buy
96,039
+36,395
+61% +$1.25M 0.03% 102
2022
Q3 		$1.8M Buy
+59,644
New +$1.99M 0.02% 102

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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

Ariel Investments's BAC Position: Q2 2026 in Review

Ariel Investments reduced its Bank of America (BAC) stake by 3.8% in Q2 2026, selling an estimated $1.04M and leaving 492,572 shares worth $28.1M. The position accounts for 0.28% of the portfolio, ranked #66.

Ariel Investments first reported a position in BAC in Q3 2022 and has held it in 16 quarters since. The position peaked at $35.1M in Q1 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ariel Investments held 492,572 shares of Bank of America worth $28.1M as of Q2 2026.
  • Ariel Investments sold 19,539 Bank of America shares in Q2 2026, an estimated $1.04M.
  • Bank of America made up 0.28% of Ariel Investments's portfolio in Q2 2026, its #66 holding.
  • Ariel Investments first reported a position in Bank of America in Q3 2022 and has held it in 16 quarters since.
  • Ariel Investments's Bank of America position peaked at $35.1M in Q1 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.