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Convergence Investment Partners’s Bank of America BAC Stock Holding History

Convergence Investment 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 		$5.38M Buy
110,451
+22,846
+26% +$1.18M 0.88% 25
2025
Q4 		$4.82M Buy
87,605
+1,728
+2% +$91.3K 0.96% 24
2025
Q3 		$4.43M Buy
85,877
+6,794
+9% +$331K 0.99% 21
2025
Q2 		$3.74M Sell
79,083
-4,550
-5% -$191K 0.95% 22
2025
Q1 		$3.49M Sell
83,633
-11,515
-12% -$513K 0.97% 23
2024
Q4 		$4.18M Buy
95,148
+7,832
+9% +$345K 0.93% 23
2024
Q3 		$3.46M Buy
87,316
+4,056
+5% +$163K 0.93% 22
2024
Q2 		$3.31M Buy
83,260
+17,053
+26% +$654K 0.97% 24
2024
Q1 		$2.51M Buy
66,207
+4,260
+7% +$146K 0.96% 28
2023
Q4 		$2.09M Sell
61,947
-2,824
-4% -$82.2K 1.09% 26
2023
Q3 		$1.77M Buy
64,771
+209
+0.3% +$6.18K 1.05% 28
2023
Q2 		$1.85M Buy
64,562
+45,127
+232% +$1.29M 1.06% 30
2023
Q1 		$556K Sell
19,435
-4,305
-18% -$142K 0.33% 86
2022
Q4 		$786K Buy
23,740
+2,470
+12% +$85.1K 0.47% 73
2022
Q3 		$642K Sell
21,270
-2,624
-11% -$87.7K 0.42% 79
2022
Q2 		$744K Sell
23,894
-30,042
-56% -$1.08M 0.45% 80
2022
Q1 		$2.22M Sell
53,936
-4,243
-7% -$191K 1.15% 19
2021
Q4 		$2.59M Buy
58,179
+3,986
+7% +$182K 1.32% 16
2021
Q3 		$2.3M Sell
54,193
-29,641
-35% -$1.19M 1.24% 18
2021
Q2 		$3.46M Sell
83,834
-10,985
-12% -$450K 1.49% 6
2021
Q1 		$3.67M Sell
94,819
-4,432
-4% -$153K 1.68% 5
2020
Q4 		$3.01M Sell
99,251
-39,652
-29% -$1.06M 1.52% 12
2020
Q3 		$3.35M Buy
138,903
+14,772
+12% +$368K 1.16% 13
2020
Q2 		$2.95M Buy
124,131
+26,702
+27% +$631K 1.01% 24
2020
Q1 		$2.07M Sell
97,429
-24,702
-20% -$741K 0.9% 30
2019
Q4 		$4.3M Sell
122,131
-10,018
-8% -$324K 1.22% 16
2019
Q3 		$3.85M Sell
132,149
-26,855
-17% -$772K 1.07% 21
2019
Q2 		$4.61M Sell
159,004
-23,411
-13% -$675K 1.11% 15
2019
Q1 		$5.03M Sell
182,415
-13,065
-7% -$369K 1.1% 16
2018
Q4 		$4.82M Buy
195,480
+21,960
+13% +$596K 1.11% 13
2018
Q3 		$5.11M Sell
173,520
-99,605
-36% -$3.03M 1.04% 14
2018
Q2 		$7.7M Sell
273,125
-18,917
-6% -$564K 1.07% 12
2018
Q1 		$8.76M Sell
292,042
-9,699
-3% -$305K 1.14% 8
2017
Q4 		$8.91M Sell
301,741
-20,021
-6% -$552K 1.2% 6
2017
Q3 		$8.15M Buy
321,762
+38,880
+14% +$944K 1.16% 6
2017
Q2 		$6.86M Sell
282,882
-18,522
-6% -$432K 1% 7
2017
Q1 		$7.11M Buy
301,404
+5,018
+2% +$119K 1% 7
2016
Q4 		$6.55M Buy
296,386
+45,476
+18% +$876K 0.9% 10
2016
Q3 		$3.93M Buy
250,910
+222,698
+789% +$3.32M 0.58% 40
2016
Q2 		$374K Sell
28,212
-535,085
-95% -$7.52M 0.05% 288
2016
Q1 		$7.62M Buy
563,297
+146,197
+35% +$1.97M 0.91% 11
2015
Q4 		$7.02M Sell
417,100
-116,600
-22% -$1.97M 0.79% 19
2015
Q3 		$8.31M Buy
533,700
+43,702
+9% +$735K 0.95% 10
2015
Q2 		$8.34M Buy
489,998
+271,679
+124% +$4.48M 0.82% 17
2015
Q1 		$3.36M Sell
218,319
-86,848
-28% -$1.39M 0.47% 62
2014
Q4 		$5.46M Buy
305,167
+180
+0.1% +$3.08K 0.73% 20
2014
Q3 		$5.2M Buy
304,987
+280,429
+1,142% +$4.46M 0.71% 20
2014
Q2 		$377K Sell
24,558
-423,950
-95% -$6.58M 0.05% 312
2014
Q1 		$7.71M Buy
448,508
+424,526
+1,770% +$7.14M 1.17% 11
2013
Q4 		$373K Sell
23,982
-306,598
-93% -$4.55M 0.06% 286
2013
Q3 		$4.56M Buy
330,580
+297,198
+890% +$4.24M 0.96% 19
2013
Q2 		$429K Buy
+33,382
New +$426K 0.11% 206

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Investment Partners's BAC Position: Q1 2026 in Review

Convergence Investment Partners increased its Bank of America (BAC) stake by 26% in Q1 2026, buying an estimated $1.18M and bringing the position to 110,451 shares worth $5.38M. The position accounts for 0.88% of the portfolio, ranked #25.

Convergence Investment Partners first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.91M in Q4 2017. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Convergence Investment Partners held 110,451 shares of Bank of America worth $5.38M as of Q1 2026.
  • Convergence Investment Partners bought 22,846 Bank of America shares in Q1 2026, an estimated $1.18M.
  • Bank of America made up 0.88% of Convergence Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Convergence Investment Partners first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's Bank of America position peaked at $8.91M in Q4 2017.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.