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Denali Advisors’s Bank of America BAC Stock Holding History

Denali Advisors’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 		$1.05M Buy
21,600
+2,300
+12% +$119K 0.12% 174
2025
Q4 		$1.06M Sell
19,300
-400
-2% -$21.1K 0.12% 169
2025
Q3 		$1.02M Sell
19,700
-800
-4% -$39K 0.11% 163
2025
Q2 		$970K Sell
20,500
-3,300
-14% -$139K 0.1% 177
2025
Q1 		$993K Hold
23,800
– – 0.11% 172
2024
Q4 		$1.05M Sell
23,800
-3,100
-12% -$136K 0.11% 167
2024
Q3 		$1.07M Buy
26,900
+800
+3% +$32.1K 0.11% 168
2024
Q2 		$1.04M Sell
26,100
-1,400
-5% -$53.7K 0.28% 84
2024
Q1 		$1.04M Sell
27,500
-1,800
-6% -$61.8K 0.31% 78
2023
Q4 		$987K Sell
29,300
-1,300
-4% -$37.9K 0.3% 79
2023
Q3 		$838K Buy
30,600
+1,200
+4% +$35.5K 0.29% 89
2023
Q2 		$843K Buy
29,400
+4,400
+18% +$126K 0.3% 83
2023
Q1 		$715K Buy
25,000
+2,400
+11% +$79.2K 0.3% 85
2022
Q4 		$749K Sell
22,600
-1,700
-7% -$58.6K 0.31% 75
2022
Q3 		$734K Hold
24,300
– – 0.35% 73
2022
Q2 		$756K Buy
24,300
+4,300
+22% +$155K 0.33% 75
2022
Q1 		$824K Buy
20,000
+1,300
+7% +$58.7K 0.32% 79
2021
Q4 		$832K Sell
18,700
-2,100
-10% -$95.7K 0.31% 85
2021
Q3 		$883K Buy
20,800
+7,800
+60% +$314K 0.37% 76
2021
Q2 		$536K Sell
13,000
-51,700
-80% -$2.12M 0.21% 90
2021
Q1 		$2.5M Sell
64,700
-240,200
-79% -$8.29M 0.77% 48
2020
Q4 		$9.24M Sell
304,900
-35,800
-11% -$960K 1.58% 4
2020
Q3 		$8.21M Buy
340,700
+3,900
+1% +$97.1K 1.63% 5
2020
Q2 		$8M Sell
336,800
-51,200
-13% -$1.21M 1.55% 2
2020
Q1 		$8.24M Buy
388,000
+1,000
+0.3% +$30K 1.79% 3
2019
Q4 		$13.6M Sell
387,000
-117,600
-23% -$3.8M 1.93% 3
2019
Q3 		$14.7M Sell
504,600
-6,500
-1% -$187K 2.06% 2
2019
Q2 		$14.8M Buy
+511,100
New +$14.7M 2.22% 1

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

Denali Advisors's BAC Position: Q1 2026 in Review

Denali Advisors increased its Bank of America (BAC) stake by 12% in Q1 2026, buying an estimated $119K and bringing the position to 21,600 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #174.

Denali Advisors first reported a position in BAC in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.8M in Q2 2019. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Denali Advisors held 21,600 shares of Bank of America worth $1.05M as of Q1 2026.
  • Denali Advisors bought 2,300 Bank of America shares in Q1 2026, an estimated $119K.
  • Bank of America made up 0.12% of Denali Advisors's portfolio in Q1 2026, its #174 holding.
  • Denali Advisors first reported a position in Bank of America in Q2 2019 and has held it in 28 quarters since.
  • Denali Advisors's Bank of America position peaked at $14.8M in Q2 2019.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.