Bank Julius Baer & Co
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Bank Julius Baer & Co’s Bank of America BAC Stock Holding History

Bank Julius Baer & Co’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
Q1 		$212M Buy
4,388,492
+3,039,632
+225% +$157M 0.64% 41
2025
Q4 		$74.3M Buy
1,348,860
+1,313,798
+3,747% +$69.4M 0.21% 93
2025
Q3 		$1.81M Sell
35,062
-12,425
-26% -$606K 0.01% 335
2025
Q2 		$2.25M Sell
47,487
-4,771
-9% -$201K 0.01% 294
2025
Q1 		$2.18M Buy
52,258
+4,823
+10% +$215K 0.01% 279
2024
Q4 		$2.3M Buy
47,435
+4,266
+10% +$188K 0.01% 269
2024
Q3 		$2.03M Sell
43,169
-4,103
-9% -$164K 0.01% 252
2024
Q2 		$2.09M Sell
47,272
-36,837
-44% -$1.41M 0.01% 210
2024
Q1 		$3.11M Sell
84,109
-38,904
-32% -$1.34M 0.01% 212
2023
Q4 		$4.14M Buy
123,013
+20,528
+20% +$598K 0.02% 214
2023
Q3 		$2.81M Buy
102,485
+4,509
+5% +$133K 0.02% 198
2023
Q2 		$2.81M Sell
97,976
-42,862
-30% -$1.22M 0.02% 195
2023
Q1 		$4.03M Buy
140,838
+3,489
+3% +$115K 0.03% 188
2022
Q4 		$4.55M Buy
137,349
+12,029
+10% +$414K 0.03% 184
2022
Q3 		$3.79M Sell
125,320
-16,226
-11% -$542K 0.03% 176
2022
Q2 		$4.41M Buy
141,546
+14,993
+12% +$540K 0.03% 175
2022
Q1 		$5.22M Sell
126,553
-20,364
-14% -$919K 0.03% 172
2021
Q4 		$6.54M Sell
146,917
-45,473
-24% -$2.07M 0.03% 182
2021
Q3 		$8.17M Sell
192,390
-48,114
-20% -$1.94M 0.05% 175
2021
Q2 		$9.92M Buy
240,504
+12,520
+5% +$513K 0.06% 167
2021
Q1 		$8.82M Buy
227,984
+102,745
+82% +$3.55M 0.07% 158
2020
Q4 		$3.8M Buy
125,239
+8,772
+8% +$235K 0.03% 211
2020
Q3 		$2.81M Sell
116,467
-12,173
-9% -$303K 0.03% 189
2020
Q2 		$3.06M Buy
128,640
+117,942
+1,102% +$2.79M 0.04% 168
2020
Q1 		$227K Buy
+10,698
New +$321K 0.01% 389

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's BAC Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Bank of America (BAC) stake by 225% in Q1 2026, buying an estimated $157M and bringing the position to 4,388,492 shares worth $212M. The position accounts for 0.64% of the portfolio, ranked #41.

Bank Julius Baer & Co first reported a position in BAC in Q1 2020 and has held it in 25 quarters since. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Bank Julius Baer & Co held 4,388,492 shares of Bank of America worth $212M as of Q1 2026.
  • Bank Julius Baer & Co bought 3,039,632 Bank of America shares in Q1 2026, an estimated $157M.
  • Bank of America made up 0.64% of Bank Julius Baer & Co's portfolio in Q1 2026, its #41 holding.
  • Bank Julius Baer & Co first reported a position in Bank of America in Q1 2020 and has held it in 25 quarters since.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.