Banyan Capital Management’s Bank of America BAC Stock Holding History

Banyan Capital 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	$321K	Hold	5,625	–	–	0.14%	51
2026 Q1	$274K	Hold	5,625	–	–	0.12%	54
2025 Q4	$309K	Hold	5,625	–	–	0.13%	49
2025 Q3	$290K	Buy	+5,625	New	+$274K	0.13%	51
2022 Q1	–	Sell	-17,554	Closed	-$781K	–	20
2021 Q4	$781K	Sell	17,554 -15,359	-47%	-$700K	0.45%	18
2021 Q3	$1.4M	Hold	32,913	–	–	0.89%	16
2021 Q2	$1.36M	Hold	32,913	–	–	0.84%	17
2021 Q1	$1.27M	Sell	32,913 -588	-2%	-$20.3K	0.84%	17
2020 Q4	$1.01M	Buy	+33,501	New	+$898K	0.73%	18
2019 Q1	–	Sell	-2,409	Closed	-$59K	–	23
2018 Q4	$59K	Buy	+2,409	New	+$65.4K	0.07%	26

Other funds holding BAC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Banyan Capital Management's BAC Position: Q2 2026 in Review

Banyan Capital Management held its Bank of America (BAC) position steady in Q2 2026 at 5,625 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #51.

Banyan Capital Management first reported a position in BAC in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2021. 2,203 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Banyan Capital Management held 5,625 shares of Bank of America worth $321K as of Q2 2026.
Banyan Capital Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.14% of Banyan Capital Management's portfolio in Q2 2026, its #51 holding.
Banyan Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 10 quarters since.
Banyan Capital Management's Bank of America position peaked at $1.4M in Q3 2021.
2,203 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.