Birchbrook’s Bank of America BAC Stock Holding History

Birchbrook’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 Q3	$19.1K	Sell	351 -1,320	-79%	-$80.4K	0.01%	169
2026 Q2	$95.2K	Buy	1,671 +2	+0.1%	+$106	0.04%	109
2026 Q1	$81.4K	Buy	1,669 +12	+0.7%	+$619	0.04%	110
2025 Q4	$91.1K	Buy	1,657 +90	+6%	+$4.76K	0.05%	107
2025 Q3	$80.8K	Buy	1,567 +1	+0.1%	+$49	0.04%	108
2025 Q2	$74.1K	Buy	1,566 +126	+9%	+$5.3K	0.04%	109
2025 Q1	$60.1K	Hold	1,440	–	–	0.03%	114
2024 Q4	$63.3K	Buy	1,440 +1	+0.1%	+$44	0.04%	110
2024 Q3	$57.1K	Buy	1,439 +1	+0.1%	+$40	0.03%	113
2024 Q2	$57.2K	Buy	1,438 +1	+0.1%	+$38	0.03%	117
2024 Q1	$54.5K	Buy	1,437 +1	+0.1%	+$34	0.03%	121
2023 Q4	$48.3K	Buy	+1,436	New	+$41.8K	0.03%	123

Other funds holding BAC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birchbrook's BAC Position: Q3 2026 in Review

Birchbrook reduced its Bank of America (BAC) stake by 79% in Q3 2026, selling an estimated $80.4K and leaving 351 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #169.

Birchbrook first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $95.2K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Birchbrook held 351 shares of Bank of America worth $19.1K as of Q3 2026.
Birchbrook sold 1,320 Bank of America shares in Q3 2026, an estimated $80.4K.
Bank of America made up 0.01% of Birchbrook's portfolio in Q3 2026, its #169 holding.
Birchbrook first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Bank of America position peaked at $95.2K in Q2 2026.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.