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Certuity’s Bank of America BAC Stock Holding History

Certuity’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 		$28.8M Buy
505,847
+1,071
+0.2% +$57K 1.42% 13
2026
Q1 		$24.6M Buy
504,776
+2,613
+0.5% +$135K 1.61% 13
2025
Q4 		$27.6M Sell
502,163
-20,950
-4% -$1.11M 1.74% 11
2025
Q3 		$27M Buy
523,113
+25,268
+5% +$1.23M 1.85% 11
2025
Q2 		$23.6M Sell
497,845
-2,753
-0.5% -$116K 2.22% 10
2025
Q1 		$20.9M Sell
500,598
-120
-0% -$5.35K 2.19% 11
2024
Q4 		$22M Buy
500,718
+2,362
+0.5% +$104K 2.39% 9
2024
Q3 		$19.8M Sell
498,356
-190
-0% -$7.62K 2.14% 12
2024
Q2 		$19.8M Sell
498,546
-7,319
-1% -$280K 1.58% 15
2024
Q1 		$19.2M Sell
505,865
-14,302
-3% -$491K 1.68% 13
2023
Q4 		$17.5M Sell
520,167
-3,642
-0.7% -$106K 1.77% 14
2023
Q3 		$14.3M Sell
523,809
-97,894
-16% -$2.9M 1.69% 17
2023
Q2 		$17.8M Buy
621,703
+109,893
+21% +$3.14M 2.03% 13
2023
Q1 		$14.6M Sell
511,810
-42,267
-8% -$1.4M 2.16% 15
2022
Q4 		$18.4M Buy
554,077
+544,639
+5,771% +$18.8M 2.91% 10
2022
Q3 		$285K Buy
+9,438
New +$316K 0.07% 137
2022
Q2 		– Sell
-6,378
Closed -$263K – 229
2022
Q1 		$263K Buy
6,378
+505
+9% +$22.8K 0.06% 235
2021
Q4 		$261K Sell
5,873
-7,579
-56% -$345K 0.06% 239
2021
Q3 		$571K Sell
13,452
-591
-4% -$23.8K 0.11% 138
2021
Q2 		$579K Buy
14,043
+1,113
+9% +$45.6K 0.13% 114
2021
Q1 		$500K Buy
12,930
+2,359
+22% +$81.4K 0.13% 114
2020
Q4 		$320K Buy
10,571
+835
+9% +$22.4K 0.1% 144
2020
Q3 		$235K Buy
9,736
+371
+4% +$9.24K 0.09% 164
2020
Q2 		$222K Buy
+9,365
New +$221K 0.1% 149
2020
Q1 		– Sell
-7,213
Closed -$254K – 181
2019
Q4 		$254K Buy
+7,213
New +$233K 0.12% 133

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Certuity's BAC Position: Q2 2026 in Review

Certuity increased its Bank of America (BAC) stake by 0.21% in Q2 2026, buying an estimated $57K and bringing the position to 505,847 shares worth $28.8M. The position accounts for 1.42% of the portfolio, ranked #13.

Certuity first reported a position in BAC in Q4 2019 and has held it in 25 quarters since. 1,971 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Certuity held 505,847 shares of Bank of America worth $28.8M as of Q2 2026.
  • Certuity bought 1,071 Bank of America shares in Q2 2026, an estimated $57K.
  • Bank of America made up 1.42% of Certuity's portfolio in Q2 2026, its #13 holding.
  • Certuity first reported a position in Bank of America in Q4 2019 and has held it in 25 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.