Clarkston Capital Partners’s Bank of America BAC Stock Holding History

Clarkston Capital Partners’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	–	Sell	-54,000	Closed	-$2.97M	–	110
2025 Q4	$2.97M	Hold	54,000	–	–	0.07%	89
2025 Q3	$2.79M	Hold	54,000	–	–	0.06%	85
2025 Q2	$2.56M	Sell	54,000 -700	-1%	-$29.4K	0.05%	82
2025 Q1	$2.28M	Hold	54,700	–	–	0.05%	80
2024 Q4	$2.4M	Hold	54,700	–	–	0.05%	75
2024 Q3	$2.17M	Hold	54,700	–	–	0.04%	76
2024 Q2	$2.18M	Hold	54,700	–	–	0.04%	74
2024 Q1	$2.07M	Buy	54,700 +100	+0.2%	+$3.43K	0.04%	76
2023 Q4	$1.84M	Hold	54,600	–	–	0.03%	75
2023 Q3	$1.49M	Buy	54,600 +4,000	+8%	+$118K	0.03%	79
2023 Q2	$1.45M	Sell	50,600 -110	-0.2%	-$3.14K	0.03%	80
2023 Q1	$1.45M	Sell	50,710 -552	-1%	-$18.2K	0.03%	80
2022 Q4	$1.7M	Hold	51,262	–	–	0.03%	77
2022 Q3	$1.55M	Sell	51,262 -969	-2%	-$32.4K	0.03%	78
2022 Q2	$1.63M	Buy	+52,231	New	+$1.88M	0.03%	79
2016 Q1	–	Sell	-10,357	Closed	-$174K	–	124
2015 Q4	$174K	Buy	+10,357	New	+$175K	0.01%	127

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clarkston Capital Partners's BAC Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 54,000 shares — an estimated $2.97M sold.

Clarkston Capital Partners first reported a position in BAC in Q4 2015 and held it in 16 quarters. The position peaked at $2.97M in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Clarkston Capital Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 54,000 Bank of America shares in Q1 2026, an estimated $2.97M.
Clarkston Capital Partners first reported a position in Bank of America in Q4 2015 and held it in 16 quarters.
Clarkston Capital Partners's Bank of America position peaked at $2.97M in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.