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Contravisory Investment Management’s Bank of America BAC Stock Holding History

Contravisory Investment Management’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 		$1.39M Sell
24,390
-191,982
-89% -$10.2M 0.25% 66
2026
Q1 		$10.5M Sell
216,372
-486
-0.2% -$25.1K 2.16% 8
2025
Q4 		$11.9M Sell
216,858
-9,020
-4% -$477K 2.36% 5
2025
Q3 		$11.7M Sell
225,878
-9,805
-4% -$478K 2.26% 6
2025
Q2 		$11.2M Buy
235,683
+658
+0.3% +$27.7K 2.19% 8
2025
Q1 		$9.81M Buy
235,025
+17,714
+8% +$789K 2.07% 10
2024
Q4 		$9.55M Sell
217,311
-366
-0.2% -$16.1K 2.04% 13
2024
Q3 		$8.64M Buy
217,677
+157
+0.1% +$6.29K 1.85% 24
2024
Q2 		$8.65M Sell
217,520
-2,473
-1% -$94.8K 1.92% 19
2024
Q1 		$8.34M Buy
+219,993
New +$7.55M 1.85% 22
2022
Q2 		– Sell
-6,880
Closed -$284K – 330
2022
Q1 		$284K Buy
+6,880
New +$310K 0.08% 159
2020
Q2 		– Sell
-3,688
Closed -$78K – 259
2020
Q1 		$78K Buy
+3,688
New +$111K 0.03% 192
2018
Q4 		– Sell
-554
Closed -$16K – 296
2018
Q3 		$16K Sell
554
-1,702
-75% -$51.8K 0.01% 222
2018
Q2 		$64K Buy
2,256
+402
+22% +$12K 0.02% 208
2018
Q1 		$56K Buy
1,854
+300
+19% +$9.42K 0.02% 209
2017
Q4 		$46K Sell
1,554
-71
-4% -$1.96K 0.02% 216
2017
Q3 		$41K Buy
+1,625
New +$39.4K 0.01% 209
2016
Q1 		– Sell
-123
Closed -$2K – 201
2015
Q4 		$2K Buy
+123
New +$2.08K ﹤0.01% 149
2014
Q3 		– Sell
-783,413
Closed -$12M – 148
2014
Q2 		$12M Sell
783,413
-18,563
-2% -$288K 2.38% 20
2014
Q1 		$13.8M Buy
801,976
+1,558
+0.2% +$26.2K 2.71% 13
2013
Q4 		$12.5M Sell
800,418
-3,673
-0.5% -$54.5K 2.39% 23
2013
Q3 		$11.1M Buy
804,091
+8,866
+1% +$127K 2.31% 30
2013
Q2 		$10.2M Buy
+795,225
New +$10.1M 2.27% 32

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Contravisory Investment Management's BAC Position: Q2 2026 in Review

Contravisory Investment Management reduced its Bank of America (BAC) stake by 89% in Q2 2026, selling an estimated $10.2M and leaving 24,390 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #66.

Contravisory Investment Management first reported a position in BAC in Q2 2013 and has held it in 23 quarters since. The position peaked at $13.8M in Q1 2014. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Contravisory Investment Management held 24,390 shares of Bank of America worth $1.39M as of Q2 2026.
  • Contravisory Investment Management sold 191,982 Bank of America shares in Q2 2026, an estimated $10.2M.
  • Bank of America made up 0.25% of Contravisory Investment Management's portfolio in Q2 2026, its #66 holding.
  • Contravisory Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 23 quarters since.
  • Contravisory Investment Management's Bank of America position peaked at $13.8M in Q1 2014.
  • 934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.