EDRH
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Edmond de Rothschild Holding’s Bank of America BAC Stock Holding History

Edmond de Rothschild Holding’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
2017
Q2 		– Sell
-70,000
Closed -$153K – 813
2017
Q1 		$153K Sell
70,000
-64,400
-48% -$1.53M ﹤0.01% 520
2016
Q4 		$83K Buy
+134,400
New +$2.59M ﹤0.01% 589

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

Edmond de Rothschild Holding's BAC Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Bank of America (BAC) stake by 2.5% in Q1 2026, selling an estimated $4.1M and leaving 3,075,278 shares worth $150M. The position accounts for 2.17% of the portfolio, ranked #9.

Edmond de Rothschild Holding first reported a position in BAC in Q2 2015 and has held it in 44 quarters since. The position peaked at $240M in Q1 2024. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Edmond de Rothschild Holding held 3,075,278 shares of Bank of America worth $150M as of Q1 2026.
  • Edmond de Rothschild Holding sold 79,538 Bank of America shares in Q1 2026, an estimated $4.1M.
  • Bank of America made up 2.17% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #9 holding.
  • Edmond de Rothschild Holding first reported a position in Bank of America in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Bank of America position peaked at $240M in Q1 2024.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.