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Empirical Asset Management’s Bank of America BAC Stock Holding History

Empirical Asset Management’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
Q2 		$1.16M Buy
20,396
+169
+0.8% +$8.99K 0.26% 102
2026
Q1 		$986K Sell
20,227
-29,591
-59% -$1.53M 0.26% 102
2025
Q4 		$1.18M Buy
49,818
+419
+0.8% +$22.1K 0.33% 78
2025
Q3 		$1.08M Buy
49,399
+29,635
+150% +$1.45M 0.3% 82
2025
Q2 		$935K Buy
19,764
+384
+2% +$16.2K 0.29% 93
2025
Q1 		$809K Sell
19,380
-25,716
-57% -$1.15M 0.28% 101
2024
Q4 		$882K Buy
45,096
+14,576
+48% +$641K 0.29% 101
2024
Q3 		$819K Sell
30,520
-1,391
-4% -$55.7K 0.29% 100
2024
Q2 		$876K Buy
31,911
+21,197
+198% +$812K 0.33% 80
2024
Q1 		$262K Buy
10,714
+3,926
+58% +$135K 0.13% 221
2023
Q4 		$229K Buy
+6,788
New +$198K 0.19% 162
2023
Q1 		– Sell
-8,352
Closed -$222K – 149
2022
Q4 		$222K Buy
8,352
+1,657
+25% +$57.1K 0.23% 138
2022
Q3 		$202K Buy
6,695
+4
+0.1% +$134 0.22% 138
2022
Q2 		$208K Sell
6,691
-144
-2% -$5.18K 0.22% 143
2022
Q1 		$282K Buy
+6,835
New +$308K 0.27% 119

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's BAC Position: Q2 2026 in Review

Empirical Asset Management increased its Bank of America (BAC) stake by 0.84% in Q2 2026, buying an estimated $8.99K and bringing the position to 20,396 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #102.

Empirical Asset Management first reported a position in BAC in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Empirical Asset Management held 20,396 shares of Bank of America worth $1.16M as of Q2 2026.
  • Empirical Asset Management bought 169 Bank of America shares in Q2 2026, an estimated $8.99K.
  • Bank of America made up 0.26% of Empirical Asset Management's portfolio in Q2 2026, its #102 holding.
  • Empirical Asset Management first reported a position in Bank of America in Q1 2022 and has held it in 15 quarters since.
  • Empirical Asset Management's Bank of America position peaked at $1.18M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.