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Birch Hill Investment Advisors’s Bank of America BAC Stock Holding History

Birch Hill Investment Advisors’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 		$10.2M Sell
178,425
-4,486
-2% -$239K 0.41% 41
2026
Q1 		$8.92M Sell
182,911
-15,089
-8% -$779K 0.4% 43
2025
Q4 		$10.9M Sell
198,000
-5,141
-3% -$272K 0.46% 41
2025
Q3 		$10.5M Sell
203,141
-13,173
-6% -$643K 0.44% 41
2025
Q2 		$10.2M Sell
216,314
-6,111
-3% -$257K 0.45% 40
2025
Q1 		$9.28M Sell
222,425
-50,293
-18% -$2.24M 0.44% 39
2024
Q4 		$12M Sell
272,718
-78,921
-22% -$3.47M 0.56% 36
2024
Q3 		$14M Sell
351,639
-24,393
-6% -$978K 0.66% 36
2024
Q2 		$15M Sell
376,032
-54,515
-13% -$2.09M 0.72% 36
2024
Q1 		$16.3M Sell
430,547
-652,845
-60% -$22.4M 0.79% 35
2023
Q4 		$36.5M Sell
1,083,392
-82,912
-7% -$2.41M 1.94% 17
2023
Q3 		$31.9M Sell
1,166,304
-21,252
-2% -$629K 1.9% 20
2023
Q2 		$34.1M Sell
1,187,556
-20,211
-2% -$577K 1.95% 19
2023
Q1 		$34.5M Sell
1,207,767
-48,534
-4% -$1.6M 2.15% 16
2022
Q4 		$41.6M Buy
1,256,301
+10,113
+0.8% +$348K 2.65% 15
2022
Q3 		$37.6M Buy
1,246,188
+1,033
+0.1% +$34.5K 2.54% 14
2022
Q2 		$38.8M Sell
1,245,155
-2,336
-0.2% -$84.1K 2.42% 16
2022
Q1 		$51.4M Sell
1,247,491
-64,340
-5% -$2.9M 2.75% 11
2021
Q4 		$58.4M Sell
1,311,831
-26,428
-2% -$1.2M 2.89% 11
2021
Q3 		$56.8M Sell
1,338,259
-5,417
-0.4% -$218K 3.05% 10
2021
Q2 		$55.4M Sell
1,343,676
-13,347
-1% -$547K 2.97% 11
2021
Q1 		$52.5M Sell
1,357,023
-15,641
-1% -$540K 2.99% 12
2020
Q4 		$41.6M Buy
1,372,664
+4,445
+0.3% +$119K 2.48% 14
2020
Q3 		$33M Buy
1,368,219
+17,408
+1% +$433K 2.19% 21
2020
Q2 		$32.1M Buy
1,350,811
+34,498
+3% +$815K 2.35% 15
2020
Q1 		$27.9M Buy
1,316,313
+48,765
+4% +$1.46M 2.45% 16
2019
Q4 		$44.6M Buy
1,267,548
+40,133
+3% +$1.3M 2.95% 12
2019
Q3 		$35.8M Buy
1,227,415
+42,175
+4% +$1.21M 2.58% 16
2019
Q2 		$34.4M Buy
1,185,240
+16,904
+1% +$487K 2.54% 17
2019
Q1 		$32.2M Buy
1,168,336
+21,450
+2% +$606K 2.45% 17
2018
Q4 		$28.3M Buy
1,146,886
+145
+0% +$3.93K 2.46% 16
2018
Q3 		$33.8M Buy
1,146,741
+29,186
+3% +$889K 2.47% 16
2018
Q2 		$31.5M Buy
1,117,555
+17,410
+2% +$519K 2.5% 16
2018
Q1 		$33M Buy
1,100,145
+40,325
+4% +$1.27M 2.73% 13
2017
Q4 		$31.3M Buy
1,059,820
+11,545
+1% +$318K 2.59% 16
2017
Q3 		$26.6M Buy
1,048,275
+28,890
+3% +$701K 2.31% 18
2017
Q2 		$24.7M Buy
1,019,385
+80,890
+9% +$1.89M 2.19% 20
2017
Q1 		$22.1M Buy
+938,495
New +$22.3M 1.89% 22

Other funds holding BAC

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Birch Hill Investment Advisors's BAC Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Bank of America (BAC) stake by 2.5% in Q2 2026, selling an estimated $239K and leaving 178,425 shares worth $10.2M. The position accounts for 0.41% of the portfolio, ranked #41.

Birch Hill Investment Advisors first reported a position in BAC in Q1 2017 and has held it in 38 quarters since. The position peaked at $58.4M in Q4 2021. 1,631 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Birch Hill Investment Advisors held 178,425 shares of Bank of America worth $10.2M as of Q2 2026.
  • Birch Hill Investment Advisors sold 4,486 Bank of America shares in Q2 2026, an estimated $239K.
  • Bank of America made up 0.41% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Birch Hill Investment Advisors first reported a position in Bank of America in Q1 2017 and has held it in 38 quarters since.
  • Birch Hill Investment Advisors's Bank of America position peaked at $58.4M in Q4 2021.
  • 1,631 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.