Empire Life Investments’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.9M | Sell |
401,879
-16,126
| -4% | -$858K | 1.28% | 25 |
|
|
2026
Q1 | $20.6M | Sell |
418,005
-126,495
| -23% | -$6.53M | 1.25% | 29 |
|
|
2025
Q4 | $29.9M | Buy |
544,500
+234
| +0% | +$12.4K | 1.69% | 17 |
|
|
2025
Q3 | $28.1M | Buy |
544,266
+36
| +0% | +$1.76K | 1.64% | 17 |
|
|
2025
Q2 | $25.8M | Sell |
544,230
-52,508
| -9% | -$2.21M | 1.64% | 18 |
|
|
2025
Q1 | $24.9M | Sell |
596,738
-41,008
| -6% | -$1.83M | 1.62% | 20 |
|
|
2024
Q4 | $28M | Sell |
637,746
-39,261
| -6% | -$1.73M | 1.76% | 17 |
|
|
2024
Q3 | $26.9M | Sell |
677,007
-75,662
| -10% | -$3.03M | 1.64% | 19 |
|
|
2024
Q2 | $29.9M | Sell |
752,669
-127,898
| -15% | -$4.9M | 1.89% | 17 |
|
|
2024
Q1 | $33.4M | Sell |
880,567
-28,001
| -3% | -$961K | 2.05% | 17 |
|
|
2023
Q4 | $30.6M | Buy |
908,568
+293
| +0% | +$8.53K | 1.97% | 17 |
|
|
2023
Q3 | $24.9M | Sell |
908,275
-1,405
| -0.2% | -$41.6K | 1.82% | 23 |
|
|
2023
Q2 | $26.1M | Sell |
909,680
-50,308
| -5% | -$1.44M | 1.78% | 24 |
|
|
2023
Q1 | $27.5M | Buy |
959,988
+14,697
| +2% | +$485K | 1.95% | 22 |
|
|
2022
Q4 | $31.3M | Sell |
945,291
-12,187
| -1% | -$420K | 2.15% | 19 |
|
|
2022
Q3 | $28.9M | Buy |
957,478
+30,121
| +3% | +$1.01M | 2.2% | 16 |
|
|
2022
Q2 | $28.9M | Buy |
927,357
+76,990
| +9% | +$2.77M | 2.08% | 15 |
|
|
2022
Q1 | $35.1M | Buy |
850,367
+24,683
| +3% | +$1.11M | 2.24% | 12 |
|
|
2021
Q4 | $36.7M | Sell |
825,684
-97,591
| -11% | -$4.45M | 2.24% | 15 |
|
|
2021
Q3 | $39.2M | Sell |
923,275
-29,580
| -3% | -$1.19M | 2.57% | 11 |
|
|
2021
Q2 | $39.3M | Buy |
952,855
+62,945
| +7% | +$2.58M | 2.52% | 13 |
|
|
2021
Q1 | $34.4M | Buy |
889,910
+53,434
| +6% | +$1.84M | 2.37% | 14 |
|
|
2020
Q4 | $25.4M | Buy |
836,476
+465
| +0.1% | +$12.5K | 1.79% | 20 |
|
|
2020
Q3 | $20.1M | Sell |
836,011
-1,607
| -0.2% | -$40K | 1.62% | 25 |
|
|
2020
Q2 | $19.9M | Sell |
837,618
-38,965
| -4% | -$921K | 1.75% | 22 |
|
|
2020
Q1 | $18.6M | Buy |
876,583
+100,083
| +13% | +$3M | 1.7% | 22 |
|
|
2019
Q4 | $27.3M | Buy |
776,500
+5,001
| +0.6% | +$162K | 2.08% | 19 |
|
|
2019
Q3 | $22.5M | Buy |
771,499
+46,299
| +6% | +$1.33M | 1.88% | 23 |
|
|
2019
Q2 | $21M | Buy |
725,200
+9,907
| +1% | +$286K | 1.7% | 21 |
|
|
2019
Q1 | $19.7M | Sell |
715,293
-1,179
| -0.2% | -$33.3K | 1.65% | 23 |
|
|
2018
Q4 | $17.7M | Buy |
716,472
+30,075
| +4% | +$816K | 1.59% | 26 |
|
|
2018
Q3 | $20.2M | Sell |
686,397
-44,857
| -6% | -$1.37M | 1.54% | 25 |
|
|
2018
Q2 | $20.6M | Buy |
731,254
+185,006
| +34% | +$5.52M | 1.48% | 28 |
|
|
2018
Q1 | $16.4M | Buy |
546,248
+125,001
| +30% | +$3.93M | 1.16% | 35 |
|
|
2017
Q4 | $12.4M | Buy |
+421,247
| New | +$11.6M | 0.96% | 43 |
|
Other funds holding BAC
Empire Life Investments's BAC Position: Q2 2026 in Review
Empire Life Investments reduced its Bank of America (BAC) stake by 3.9% in Q2 2026, selling an estimated $858K and leaving 401,879 shares worth $22.9M. The position accounts for 1.28% of the portfolio, ranked #25.
Empire Life Investments first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. The position peaked at $39.3M in Q2 2021. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Empire Life Investments held 401,879 shares of Bank of America worth $22.9M as of Q2 2026.
- Empire Life Investments sold 16,126 Bank of America shares in Q2 2026, an estimated $858K.
- Bank of America made up 1.28% of Empire Life Investments's portfolio in Q2 2026, its #25 holding.
- Empire Life Investments first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- Empire Life Investments's Bank of America position peaked at $39.3M in Q2 2021.
- 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.