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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
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

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Birchbrook's BAC Position: Q2 2026 in Review

Birchbrook increased its Bank of America (BAC) stake by 0.12% in Q2 2026, buying an estimated $106 and bringing the position to 1,671 shares worth $95.2K. The position accounts for 0.04% of the portfolio, ranked #109.

Birchbrook first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Birchbrook held 1,671 shares of Bank of America worth $95.2K as of Q2 2026.
  • Birchbrook bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.04% of Birchbrook's portfolio in Q2 2026, its #109 holding.
  • Birchbrook first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.