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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
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 $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

Cercano Management's BAC Position: Q1 2026 in Review

Cercano Management reduced its Bank of America (BAC) stake by 32% in Q1 2026, selling an estimated $3.7M and leaving 149,560 shares worth $7.29M. The position accounts for 0.31% of the portfolio, ranked #56.

Cercano Management first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cercano Management held 149,560 shares of Bank of America worth $7.29M as of Q1 2026.
  • Cercano Management sold 71,624 Bank of America shares in Q1 2026, an estimated $3.7M.
  • Bank of America made up 0.31% of Cercano Management's portfolio in Q1 2026, its #56 holding.
  • Cercano Management first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • Cercano Management's Bank of America position peaked at $18.6M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.