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Empowered Funds’s Bank of America BAC Stock Holding History

Empowered Funds’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 		$65.8M Buy
1,155,193
+36,607
+3% +$1.95M 0.35% 41
2026
Q1 		$54.5M Buy
+1,118,586
New +$57.7M 0.35% 34
2025
Q4 		– Sell
-440,196
Closed -$22.7M – 1079
2025
Q3 		$22.7M Buy
440,196
+90,590
+26% +$4.42M 0.23% 73
2025
Q2 		$16.5M Buy
349,606
+52,766
+18% +$2.22M 0.19% 108
2025
Q1 		$12.4M Buy
296,840
+34,146
+13% +$1.52M 0.18% 112
2024
Q4 		$11.5M Buy
262,694
+12,961
+5% +$570K 0.17% 115
2024
Q3 		$9.91M Buy
249,733
+23,617
+10% +$947K 0.16% 152
2024
Q2 		$8.99M Buy
226,116
+27,429
+14% +$1.05M 0.16% 152
2024
Q1 		$7.53M Buy
198,687
+26,994
+16% +$927K 0.14% 197
2023
Q4 		$5.78M Buy
171,693
+6,668
+4% +$194K 0.15% 202
2023
Q3 		$4.52M Buy
165,025
+2,462
+2% +$72.8K 0.13% 199
2023
Q2 		$4.66M Buy
162,563
+16,871
+12% +$481K 0.16% 150
2023
Q1 		$4.17M Buy
145,692
+23,119
+19% +$763K 0.25% 124
2022
Q4 		$4.06M Buy
122,573
+112,845
+1,160% +$3.89M 0.27% 124
2022
Q3 		$294K Buy
+9,728
New +$325K 0.03% 296
2017
Q3 		– Sell
-28,859
Closed -$700K – 97
2017
Q2 		$700K Buy
28,859
+192
+0.7% +$4.48K 0.57% 56
2017
Q1 		$676K Buy
+28,667
New +$680K 0.69% 70

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

Empowered Funds's BAC Position: Q2 2026 in Review

Empowered Funds increased its Bank of America (BAC) stake by 3.3% in Q2 2026, buying an estimated $1.95M and bringing the position to 1,155,193 shares worth $65.8M. The position accounts for 0.35% of the portfolio, ranked #41.

Empowered Funds first reported a position in BAC in Q1 2017 and has held it in 17 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Empowered Funds held 1,155,193 shares of Bank of America worth $65.8M as of Q2 2026.
  • Empowered Funds bought 36,607 Bank of America shares in Q2 2026, an estimated $1.95M.
  • Bank of America made up 0.35% of Empowered Funds's portfolio in Q2 2026, its #41 holding.
  • Empowered Funds first reported a position in Bank of America in Q1 2017 and has held it in 17 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.