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Calamos Wealth Management’s Bank of America BAC Stock Holding History

Calamos Wealth Management’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
Q1 		$2.86M Sell
58,675
-5,305
-8% -$274K 0.1% 122
2025
Q4 		$3.52M Buy
63,980
+8,275
+15% +$437K 0.12% 99
2025
Q3 		$2.87M Buy
55,705
+2,412
+5% +$118K 0.1% 112
2025
Q2 		$2.52M Sell
53,293
-189,422
-78% -$7.97M 0.11% 106
2025
Q1 		$10.1M Sell
242,715
-110,980
-31% -$4.95M 0.51% 53
2024
Q4 		$15.5M Buy
353,695
+104,890
+42% +$4.61M 0.78% 24
2024
Q3 		$9.87M Buy
248,805
+218,256
+714% +$8.75M 0.51% 50
2024
Q2 		$1.21M Sell
30,549
-4,703
-13% -$180K 0.06% 130
2024
Q1 		$1.34M Sell
35,252
-4,697
-12% -$161K 0.08% 125
2023
Q4 		$1.35M Sell
39,949
-360,264
-90% -$10.5M 0.08% 118
2023
Q3 		$11M Buy
400,213
+99,070
+33% +$2.93M 0.83% 24
2023
Q2 		$8.64M Buy
301,143
+68,348
+29% +$1.95M 0.63% 39
2023
Q1 		$6.66M Sell
232,795
-100,589
-30% -$3.32M 0.52% 57
2022
Q4 		$11M Sell
333,384
-226
-0.1% -$7.78K 0.86% 25
2022
Q3 		$10.1M Buy
333,610
+66,672
+25% +$2.23M 0.86% 24
2022
Q2 		$8.31M Sell
266,938
-69,926
-21% -$2.52M 0.74% 37
2022
Q1 		$13.9M Buy
336,864
+5,653
+2% +$255K 1.04% 18
2021
Q4 		$14.7M Sell
331,211
-317
-0.1% -$14.4K 1.08% 17
2021
Q3 		$14.1M Sell
331,528
-3,634
-1% -$146K 1.14% 16
2021
Q2 		$13.8M Sell
335,162
-11,439
-3% -$469K 1.08% 17
2021
Q1 		$13.4M Buy
346,601
+8,721
+3% +$301K 1.11% 16
2020
Q4 		$10.2M Buy
337,880
+18,058
+6% +$484K 0.93% 20
2020
Q3 		$7.71M Sell
319,822
-4,230
-1% -$105K 0.88% 22
2020
Q2 		$7.7M Buy
324,052
+22,857
+8% +$540K 0.96% 18
2020
Q1 		$6.39M Buy
301,195
+4,272
+1% +$128K 0.98% 22
2019
Q4 		$10.5M Buy
296,923
+1,547
+0.5% +$50K 1.23% 14
2019
Q3 		$8.62M Buy
295,376
+2,661
+0.9% +$76.5K 1.15% 17
2019
Q2 		$8.49M Sell
292,715
-2,087
-0.7% -$60.2K 1.15% 17
2019
Q1 		$8.13M Buy
294,802
+38,360
+15% +$1.08M 1.16% 17
2018
Q4 		$6.32M Sell
256,442
-22,684
-8% -$615K 0.95% 26
2018
Q3 		$8.22M Sell
279,126
-13,085
-4% -$399K 1.02% 24
2018
Q2 		$8.24M Buy
292,211
+1,413
+0.5% +$42.2K 1.03% 23
2018
Q1 		$8.72M Buy
290,798
+7,860
+3% +$247K 1.09% 21
2017
Q4 		$8.35M Buy
282,938
+22,370
+9% +$617K 1.08% 22
2017
Q3 		$6.6M Buy
260,568
+1,981
+0.8% +$48.1K 0.92% 30
2017
Q2 		$6.27M Buy
258,587
+4,476
+2% +$104K 0.89% 30
2017
Q1 		$5.99M Buy
254,111
+107,763
+74% +$2.56M 0.9% 29
2016
Q4 		$3.23M Buy
+146,348
New +$2.82M 0.52% 58

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calamos Wealth Management's BAC Position: Q1 2026 in Review

Calamos Wealth Management reduced its Bank of America (BAC) stake by 8.3% in Q1 2026, selling an estimated $274K and leaving 58,675 shares worth $2.86M. The position accounts for 0.1% of the portfolio, ranked #122.

Calamos Wealth Management first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.5M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Calamos Wealth Management held 58,675 shares of Bank of America worth $2.86M as of Q1 2026.
  • Calamos Wealth Management sold 5,305 Bank of America shares in Q1 2026, an estimated $274K.
  • Bank of America made up 0.1% of Calamos Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Calamos Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Calamos Wealth Management's Bank of America position peaked at $15.5M in Q4 2024.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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