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Berkshire Bank’s Bank of America BAC Stock Holding History

Berkshire Bank’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 		$3.47M Sell
60,870
-3,579
-6% -$190K 0.67% 36
2026
Q1 		$3.14M Sell
64,449
-2,179
-3% -$112K 0.64% 36
2025
Q4 		$3.66M Sell
66,628
-2,865
-4% -$151K 0.74% 32
2025
Q3 		$3.59M Sell
69,493
-2,775
-4% -$135K 0.77% 31
2025
Q2 		$3.42M Sell
72,268
-924
-1% -$38.9K 0.78% 29
2025
Q1 		$3.05M Sell
73,192
-975
-1% -$43.4K 0.74% 36
2024
Q4 		$3.26M Buy
74,167
+1,119
+2% +$49.2K 0.76% 34
2024
Q3 		$2.9M Sell
73,048
-1,748
-2% -$70.1K 0.68% 37
2024
Q2 		$2.97M Sell
74,796
-2,888
-4% -$111K 0.75% 35
2024
Q1 		$2.95M Sell
77,684
-4,731
-6% -$162K 0.73% 36
2023
Q4 		$2.77M Sell
82,415
-1,382
-2% -$40.2K 0.73% 35
2023
Q3 		$2.29M Sell
83,797
-1,364
-2% -$40.4K 0.66% 37
2023
Q2 		$2.44M Sell
85,161
-438
-0.5% -$12.5K 0.67% 37
2023
Q1 		$2.45M Sell
85,599
-1,658
-2% -$54.7K 0.73% 36
2022
Q4 		$2.89M Sell
87,257
-13,973
-14% -$481K 0.88% 31
2022
Q3 		$3.06M Sell
101,230
-407
-0.4% -$13.6K 0.93% 29
2022
Q2 		$3.16M Sell
101,637
-25
-0% -$900 0.92% 31
2022
Q1 		$4.19M Sell
101,662
-756
-0.7% -$34.1K 1% 28
2021
Q4 		$4.56M Buy
102,418
+1,153
+1% +$52.5K 1.01% 27
2021
Q3 		$4.3M Sell
101,265
-420
-0.4% -$16.9K 1.05% 23
2021
Q2 		$4.19M Sell
101,685
-391
-0.4% -$16K 1.01% 25
2021
Q1 		$3.95M Sell
102,076
-1,782
-2% -$61.5K 0.99% 24
2020
Q4 		$3.15M Buy
103,858
+498
+0.5% +$13.3K 0.78% 31
2020
Q3 		$2.49M Buy
+103,360
New +$2.57M 0.66% 38

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Berkshire Bank's BAC Position: Q2 2026 in Review

Berkshire Bank reduced its Bank of America (BAC) stake by 5.6% in Q2 2026, selling an estimated $190K and leaving 60,870 shares worth $3.47M. The position accounts for 0.67% of the portfolio, ranked #36.

Berkshire Bank first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.56M in Q4 2021. 1,776 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Berkshire Bank held 60,870 shares of Bank of America worth $3.47M as of Q2 2026.
  • Berkshire Bank sold 3,579 Bank of America shares in Q2 2026, an estimated $190K.
  • Bank of America made up 0.67% of Berkshire Bank's portfolio in Q2 2026, its #36 holding.
  • Berkshire Bank first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Bank of America position peaked at $4.56M in Q4 2021.
  • 1,776 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.