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Colonial River Investments’s Bank of America BAC Stock Holding History

Colonial River Investments’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 		$1.55M Sell
27,247
-4,693
-15% -$250K 0.44% 55
2026
Q1 		$1.56M Buy
31,940
+895
+3% +$46.2K 0.56% 39
2025
Q4 		$1.71M Buy
31,045
+472
+2% +$24.9K 0.61% 35
2025
Q3 		$1.58M Buy
30,573
+273
+0.9% +$13.3K 0.58% 41
2025
Q2 		$1.42M Sell
30,300
-1,197
-4% -$50.4K 0.61% 35
2025
Q1 		$1.31M Sell
31,497
-11,113
-26% -$495K 0.72% 32
2024
Q4 		$1.87M Buy
42,610
+1,404
+3% +$61.8K 0.91% 31
2024
Q3 		$1.64M Buy
41,206
+17,462
+74% +$700K 0.81% 36
2024
Q2 		$944K Sell
23,744
-396
-2% -$15.2K 0.51% 59
2024
Q1 		$915K Buy
24,140
+1,141
+5% +$39.2K 0.52% 59
2023
Q4 		$774K Sell
22,999
-11,564
-33% -$337K 0.46% 65
2023
Q3 		$946K Buy
34,563
+22,594
+189% +$668K 0.62% 56
2023
Q2 		$343K Sell
11,969
-6,477
-35% -$185K 0.23% 120
2023
Q1 		$528K Buy
18,446
+799
+5% +$26.4K 0.31% 90
2022
Q4 		$584K Buy
17,647
+1,403
+9% +$48.3K 0.37% 72
2022
Q3 		$491K Buy
16,244
+1,217
+8% +$40.7K 0.34% 84
2022
Q2 		$468K Buy
15,027
+5,157
+52% +$186K 0.31% 95
2022
Q1 		$407K Buy
9,870
+11
+0.1% +$496 0.24% 109
2021
Q4 		$439K Buy
+9,859
New +$449K 0.24% 112
2021
Q3 		– Sell
-10,796
Closed -$445K – 80
2021
Q2 		$445K Buy
10,796
+393
+4% +$16.1K 0.32% 84
2021
Q1 		$402K Sell
10,403
-967
-9% -$33.4K 0.32% 85
2020
Q4 		$374 Buy
+11,370
New +$305K 0.17% 83

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Colonial River Investments's BAC Position: Q2 2026 in Review

Colonial River Investments reduced its Bank of America (BAC) stake by 15% in Q2 2026, selling an estimated $250K and leaving 27,247 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #55.

Colonial River Investments first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2024. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Colonial River Investments held 27,247 shares of Bank of America worth $1.55M as of Q2 2026.
  • Colonial River Investments sold 4,693 Bank of America shares in Q2 2026, an estimated $250K.
  • Bank of America made up 0.44% of Colonial River Investments's portfolio in Q2 2026, its #55 holding.
  • Colonial River Investments first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's Bank of America position peaked at $1.87M in Q4 2024.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.