Clear Investment Research’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
Q1 | $827K | Hold |
16,954
| – | – | 1.29% | 20 |
|
|
2025
Q4 | $932K | Sell |
16,954
-262
| -2% | -$13.8K | 1.55% | 21 |
|
|
2025
Q3 | $888K | Buy |
17,216
+1
| +0% | +$49 | 1.19% | 22 |
|
|
2025
Q2 | $815K | Sell |
17,215
-229
| -1% | -$9.63K | 1.03% | 24 |
|
|
2025
Q1 | $728K | Buy |
17,444
+6
| +0% | +$267 | 0.97% | 24 |
|
|
2024
Q4 | $766K | Sell |
17,438
-169
| -1% | -$7.43K | 0.99% | 25 |
|
|
2024
Q3 | $699K | Buy |
17,607
+1
| +0% | +$40 | 0.91% | 25 |
|
|
2024
Q2 | $700K | Sell |
17,606
-28
| -0.2% | -$1.07K | 0.91% | 25 |
|
|
2024
Q1 | $669K | Buy |
17,634
+23
| +0.1% | +$790 | 0.9% | 25 |
|
|
2023
Q4 | $593K | Sell |
17,611
-247
| -1% | -$7.19K | 0.83% | 24 |
|
|
2023
Q3 | $489K | Buy |
17,858
+16
| +0.1% | +$473 | 0.85% | 26 |
|
|
2023
Q2 | $512K | Buy |
17,842
+145
| +0.8% | +$4.14K | 0.86% | 25 |
|
|
2023
Q1 | $506K | Buy |
17,697
+26
| +0.1% | +$858 | 0.89% | 24 |
|
|
2022
Q4 | $585K | Sell |
17,671
-756
| -4% | -$26K | 1.13% | 20 |
|
|
2022
Q3 | $556K | Buy |
18,427
+650
| +4% | +$21.7K | 1.17% | 21 |
|
|
2022
Q2 | $553K | Hold |
17,777
| – | – | 1.22% | 19 |
|
|
2022
Q1 | $733K | Hold |
17,777
| – | – | 1.44% | 17 |
|
|
2021
Q4 | $791K | Sell |
17,777
-219
| -1% | -$9.98K | 1.21% | 17 |
|
|
2021
Q3 | $764K | Hold |
17,996
| – | – | 1.24% | 16 |
|
|
2021
Q2 | $742K | Hold |
17,996
| – | – | 1.24% | 16 |
|
|
2021
Q1 | $696K | Hold |
17,996
| – | – | 1.26% | 16 |
|
|
2020
Q4 | $545K | Sell |
17,996
-181
| -1% | -$4.85K | 0.98% | 18 |
|
|
2020
Q3 | $438K | Hold |
18,177
| – | – | 0.89% | 21 |
|
|
2020
Q2 | $432K | Hold |
18,177
| – | – | 0.93% | 21 |
|
|
2020
Q1 | $386K | Hold |
18,177
| – | – | 0.94% | 21 |
|
|
2019
Q4 | $640K | Sell |
18,177
-310
| -2% | -$10K | 1.32% | 17 |
|
|
2019
Q3 | $539K | Hold |
18,487
| – | – | 1.16% | 18 |
|
|
2019
Q2 | $536K | Buy |
18,487
+4,125
| +29% | +$119K | 0.88% | 21 |
|
|
2019
Q1 | $396K | Hold |
14,362
| – | – | 0.62% | 25 |
|
|
2018
Q4 | $354K | Sell |
14,362
-2
| -0% | -$54 | 0.57% | 27 |
|
|
2018
Q3 | $423K | Sell |
14,364
-3,214
| -18% | -$97.9K | 0.61% | 23 |
|
|
2018
Q2 | $527K | Hold |
17,578
| – | – | 0.34% | 24 |
|
|
2018
Q1 | $527K | Hold |
17,578
| – | – | 0.34% | 24 |
|
|
2017
Q4 | $519K | Hold |
17,578
| – | – | 0.34% | 25 |
|
|
2017
Q3 | $445K | Hold |
17,578
| – | – | 0.3% | 25 |
|
|
2017
Q2 | $426K | Buy |
17,578
+16,578
| +1,658% | +$387K | 0.32% | 23 |
|
|
2017
Q1 | $24K | Buy |
+1,000
| New | +$23.7K | 0.02% | 30 |
|
Other funds holding BAC
VCM
VPM
Clear Investment Research's BAC Position: Q1 2026 in Review
Clear Investment Research held its Bank of America (BAC) position steady in Q1 2026 at 16,954 shares worth $827K. The position accounts for 1.29% of the portfolio, ranked #20.
Clear Investment Research first reported a position in BAC in Q1 2017 and has held it in 37 quarters since. The position peaked at $932K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Clear Investment Research held 16,954 shares of Bank of America worth $827K as of Q1 2026.
- Clear Investment Research left its Bank of America share count unchanged in Q1 2026.
- Bank of America made up 1.29% of Clear Investment Research's portfolio in Q1 2026, its #20 holding.
- Clear Investment Research first reported a position in Bank of America in Q1 2017 and has held it in 37 quarters since.
- Clear Investment Research's Bank of America position peaked at $932K in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.