Calamos Advisors’s Bank of America BAC Stock Holding History

Calamos 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
2024 Q1	–	Sell	-234,000	Closed	-$6.41M	–	960
2023 Q4	$6.41M	Buy	+234,000	New	+$6.81M	0.03%	487
2021 Q3	–	Sell	-525,000	Closed	-$21.6M	–	993
2021 Q2	$21.6M	Sell	525,000 -465,500	-47%	-$19.1M	0.1%	233
2021 Q1	$38.3M	Hold	990,500	–	–	0.21%	122
2020 Q4	$30M	Hold	990,500	–	–	0.17%	150
2020 Q3	$23.9M	Hold	990,500	–	–	0.15%	167
2020 Q2	$23.5M	Buy	+990,500	New	+$23.4M	0.17%	166
2019 Q1	–	Sell	-975,000	Closed	-$24M	–	658
2018 Q4	$24M	Hold	975,000	–	–	0.16%	185
2018 Q3	$28.7M	Hold	975,000	–	–	0.16%	169
2018 Q2	$27.5M	Hold	975,000	–	–	0.17%	168
2018 Q1	$29.2M	Hold	975,000	–	–	0.19%	148
2017 Q4	$28.8M	Hold	975,000	–	–	0.15%	150
2017 Q3	$3.07M	Buy	975,000 +675,000	+225%	+$16.4M	0.02%	456
2017 Q2	$7.28M	Buy	300,000 +297,000	+9,900%	+$6.92M	0.05%	327
2017 Q1	$861K	Buy	+3,000	New	+$71.2K	0.01%	553

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calamos Advisors's BAC Position: Q1 2026 in Review

Calamos Advisors reduced its Bank of America (BAC) stake by 1.1% in Q1 2026, selling an estimated $1.36M and leaving 2,291,150 shares worth $112M. The position accounts for 0.4% of the portfolio, ranked #40.

Calamos Advisors first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $198M in Q3 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Calamos Advisors held 2,291,150 shares of Bank of America worth $112M as of Q1 2026.
Calamos Advisors sold 26,428 Bank of America shares in Q1 2026, an estimated $1.36M.
Bank of America made up 0.4% of Calamos Advisors's portfolio in Q1 2026, its #40 holding.
Calamos Advisors first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
Calamos Advisors's Bank of America position peaked at $198M in Q3 2018.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.