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Azora Capital LP’s Bank of America BAC Stock Holding History

Azora Capital LP’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 		$238M Buy
+4,182,530
New +$222M 10.04% 1
2025
Q4 		– Sell
-2,799,458
Closed -$144M – 51
2025
Q3 		$144M Sell
2,799,458
-166,105
-6% -$8.1M 6.69% 1
2025
Q2 		$140M Sell
2,965,563
-378,800
-11% -$15.9M 6.34% 2
2025
Q1 		$140M Buy
3,344,363
+3,028,530
+959% +$135M 9.47% 2
2024
Q4 		$13.9M Buy
+315,833
New +$13.9M 0.62% 36
2023
Q3 		– Sell
-317,364
Closed -$9.11M – 48
2023
Q2 		$9.11M Buy
+317,364
New +$9.06M 1.65% 24
2021
Q2 		– Sell
-571,405
Closed -$22.1M – 45
2021
Q1 		$22.1M Buy
+571,405
New +$19.7M 2.77% 13

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

Azora Capital LP's BAC Position: Q2 2026 in Review

Azora Capital LP opened a new position in Bank of America (BAC) in Q2 2026: 4,182,530 shares worth $238M. The stake represents 10.04% of the portfolio and ranks #1 among its holdings. This is a return to the name: Azora Capital LP previously reported a position in BAC as recently as Q3 2025.

Azora Capital LP first reported a position in BAC in Q1 2021 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Azora Capital LP held 4,182,530 shares of Bank of America worth $238M as of Q2 2026.
  • Bank of America was a new Azora Capital LP position in Q2 2026.
  • Bank of America made up 10.04% of Azora Capital LP's portfolio in Q2 2026, its #1 holding.
  • Azora Capital LP first reported a position in Bank of America in Q1 2021 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.