CM
BAC icon

Cercano Management’s Bank of America BAC Stock Holding History

Cercano 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
Q2 		$2.69M Sell
47,170
-102,390
-68% -$5.45M 0.36% 41
2026
Q1 		$7.29M Sell
149,560
-71,624
-32% -$3.7M 0.31% 56
2025
Q4 		$12.2M Hold
221,184
– – 0.46% 49
2025
Q3 		$11.4M Sell
221,184
-172,693
-44% -$8.42M 0.44% 45
2025
Q2 		$18.6M Buy
393,877
+372,127
+1,711% +$15.7M 0.53% 45
2025
Q1 		$908K Hold
21,750
– – 0.03% 90
2024
Q4 		$956K Hold
21,750
– – 0.02% 114
2024
Q3 		$863K Buy
+21,750
New +$872K 0.02% 100

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cercano Management's BAC Position: Q2 2026 in Review

Cercano Management reduced its Bank of America (BAC) stake by 68% in Q2 2026, selling an estimated $5.45M and leaving 47,170 shares worth $2.69M. The position accounts for 0.36% of the portfolio, ranked #41.

Cercano Management first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.6M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cercano Management held 47,170 shares of Bank of America worth $2.69M as of Q2 2026.
  • Cercano Management sold 102,390 Bank of America shares in Q2 2026, an estimated $5.45M.
  • Bank of America made up 0.36% of Cercano Management's portfolio in Q2 2026, its #41 holding.
  • Cercano Management first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • Cercano Management's Bank of America position peaked at $18.6M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.