Charter Research & Investment Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Sell |
70,552
-610
| -0.9% | -$32.4K | 2.44% | 14 |
|
|
2026
Q1 | $3.47M | Buy |
71,162
+480
| +0.7% | +$24.8K | 2.31% | 13 |
|
|
2025
Q4 | $3.89M | Sell |
70,682
-527
| -0.7% | -$27.9K | 2.6% | 11 |
|
|
2025
Q3 | $3.67M | Sell |
71,209
-675
| -0.9% | -$32.9K | 2.54% | 11 |
|
|
2025
Q2 | $3.4M | Sell |
71,884
-2,200
| -3% | -$92.6K | 2.54% | 11 |
|
|
2025
Q1 | $3.09M | Buy |
74,084
+500
| +0.7% | +$22.3K | 2.36% | 14 |
|
|
2024
Q4 | $3.23M | Sell |
73,584
-200
| -0.3% | -$8.8K | 2.46% | 13 |
|
|
2024
Q3 | $2.93M | Buy |
73,784
+2,852
| +4% | +$114K | 2.16% | 14 |
|
|
2024
Q2 | $2.82M | Sell |
70,932
-400
| -0.6% | -$15.3K | 2.22% | 14 |
|
|
2024
Q1 | $2.7M | Sell |
71,332
-34
| -0% | -$1.17K | 2.14% | 13 |
|
|
2023
Q4 | $2.4M | Sell |
71,366
-450
| -0.6% | -$13.1K | 1.99% | 14 |
|
|
2023
Q3 | $1.97M | Sell |
71,816
-2,525
| -3% | -$74.7K | 1.77% | 20 |
|
|
2023
Q2 | $2.13M | Buy |
74,341
+380
| +0.5% | +$10.8K | 1.77% | 18 |
|
|
2023
Q1 | $2.12M | Buy |
73,961
+6,759
| +10% | +$223K | 1.85% | 17 |
|
|
2022
Q4 | $2.23M | Hold |
67,202
| – | – | 2.13% | 15 |
|
|
2022
Q3 | $2.03M | Buy |
67,202
+500
| +0.7% | +$16.7K | 2.05% | 16 |
|
|
2022
Q2 | $2.08M | Sell |
66,702
-1,064
| -2% | -$38.3K | 1.89% | 17 |
|
|
2022
Q1 | $2.79M | Buy |
67,766
+851
| +1% | +$38.4K | 2.27% | 14 |
|
|
2021
Q4 | $2.98M | Sell |
66,915
-400
| -0.6% | -$18.2K | 2.34% | 11 |
|
|
2021
Q3 | $2.86M | Buy |
67,315
+520
| +0.8% | +$20.9K | 2.37% | 14 |
|
|
2021
Q2 | $2.75M | Buy |
66,795
+185
| +0.3% | +$7.58K | 2.28% | 17 |
|
|
2021
Q1 | $2.58M | Hold |
66,610
| – | – | 2.25% | 17 |
|
|
2020
Q4 | $2.02M | Hold |
66,610
| – | – | 1.94% | 18 |
|
|
2020
Q3 | $1.6M | Buy |
66,610
+3,060
| +5% | +$76.2K | 1.76% | 19 |
|
|
2020
Q2 | $1.51M | Hold |
63,550
| – | – | 1.74% | 22 |
|
|
2020
Q1 | $1.35M | Sell |
63,550
-14,470
| -19% | -$434K | 1.78% | 21 |
|
|
2019
Q4 | $2.75M | Buy |
78,020
+325
| +0.4% | +$10.5K | 2.79% | 12 |
|
|
2019
Q3 | $2.27M | Buy |
77,695
+1,825
| +2% | +$52.5K | 2.45% | 11 |
|
|
2019
Q2 | $2.2M | Sell |
75,870
-1,600
| -2% | -$46.1K | 2.45% | 11 |
|
|
2019
Q1 | $2.14M | Buy |
77,470
+14,850
| +24% | +$420K | 2.36% | 11 |
|
|
2018
Q4 | $1.54M | Sell |
62,620
-15,775
| -20% | -$428K | 1.95% | 16 |
|
|
2018
Q3 | $2.31M | Buy |
78,395
+3,100
| +4% | +$94.4K | 2.52% | 12 |
|
|
2018
Q2 | $2.12M | Buy |
+75,295
| New | +$2.25M | 2.43% | 13 |
|
Other funds holding BAC
Charter Research & Investment Group's BAC Position: Q2 2026 in Review
Charter Research & Investment Group reduced its Bank of America (BAC) stake by 0.86% in Q2 2026, selling an estimated $32.4K and leaving 70,552 shares worth $4.02M. The position accounts for 2.44% of the portfolio, ranked #14.
Charter Research & Investment Group first reported a position in BAC in Q2 2018 and has held it in 33 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Charter Research & Investment Group held 70,552 shares of Bank of America worth $4.02M as of Q2 2026.
- Charter Research & Investment Group sold 610 Bank of America shares in Q2 2026, an estimated $32.4K.
- Bank of America made up 2.44% of Charter Research & Investment Group's portfolio in Q2 2026, its #14 holding.
- Charter Research & Investment Group first reported a position in Bank of America in Q2 2018 and has held it in 33 quarters since.
- 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.