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Elo Mutual Pension Insurance’s Bank of America BAC Stock Holding History

Elo Mutual Pension Insurance’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 		$29.6M Sell
606,598
-23,937
-4% -$1.24M 0.49% 33
2025
Q4 		$34.7M Buy
630,535
+61,062
+11% +$3.23M 0.53% 30
2025
Q3 		$29.4M Sell
569,473
-5,357
-0.9% -$261K 0.48% 32
2025
Q2 		$27.2M Buy
574,830
+325,541
+131% +$13.7M 0.55% 30
2025
Q1 		$10.4M Sell
249,289
-388,022
-61% -$17.3M 0.23% 82
2024
Q4 		$28M Sell
637,311
-31,606
-5% -$1.39M 0.6% 27
2024
Q3 		$26.5M Buy
668,917
+61,757
+10% +$2.48M 0.57% 29
2024
Q2 		$24.1M Sell
607,160
-43,623
-7% -$1.67M 0.57% 29
2024
Q1 		$24.7M Buy
650,783
+26,393
+4% +$906K 0.58% 33
2023
Q4 		$21M Buy
624,390
+24,102
+4% +$702K 0.56% 33
2023
Q3 		$16.4M Sell
600,288
-62,360
-9% -$1.84M 0.51% 35
2023
Q2 		$19M Buy
662,648
+86,129
+15% +$2.46M 0.56% 32
2023
Q1 		$16.5M Buy
576,519
+16,692
+3% +$551K 0.52% 36
2022
Q4 		$18.5M Buy
559,827
+15,219
+3% +$524K 0.64% 31
2022
Q3 		$16.4M Sell
544,608
-27,875
-5% -$932K 0.62% 29
2022
Q2 		$17.8M Buy
572,483
+7,992
+1% +$288K 0.6% 30
2022
Q1 		$23.3M Sell
564,491
-5,487
-1% -$248K 0.67% 24
2021
Q4 		$25.4M Buy
569,978
+32,896
+6% +$1.5M 0.7% 21
2021
Q3 		$22.8M Sell
537,082
-6,144
-1% -$247K 0.73% 21
2021
Q2 		$22.4M Sell
543,226
-18,463
-3% -$757K 0.74% 23
2021
Q1 		$21.7M Buy
561,689
+7,294
+1% +$252K 0.72% 23
2020
Q4 		$16.8M Buy
554,395
+513,203
+1,246% +$13.8M 0.56% 34
2020
Q3 		$992K Buy
+41,192
New +$1.03M 0.03% 35

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

Elo Mutual Pension Insurance's BAC Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Bank of America (BAC) stake by 3.8% in Q1 2026, selling an estimated $1.24M and leaving 606,598 shares worth $29.6M. The position accounts for 0.49% of the portfolio, ranked #33.

Elo Mutual Pension Insurance first reported a position in BAC in Q3 2020 and has held it in 23 quarters since. The position peaked at $34.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Elo Mutual Pension Insurance held 606,598 shares of Bank of America worth $29.6M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 23,937 Bank of America shares in Q1 2026, an estimated $1.24M.
  • Bank of America made up 0.49% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #33 holding.
  • Elo Mutual Pension Insurance first reported a position in Bank of America in Q3 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's Bank of America position peaked at $34.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.