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Epoch Investment Partners’s Bank of America BAC Stock Holding History

Epoch Investment Partners’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 		$97.6M Sell
1,713,110
-74,843
-4% -$3.98M 0.56% 60
2026
Q1 		$87.2M Sell
1,787,953
-52,653
-3% -$2.72M 0.53% 72
2025
Q4 		$101M Sell
1,840,606
-107,427
-6% -$5.68M 0.58% 61
2025
Q3 		$100M Sell
1,948,033
-85,312
-4% -$4.16M 0.55% 61
2025
Q2 		$96.2M Sell
2,033,345
-104,507
-5% -$4.4M 0.5% 73
2025
Q1 		$89.2M Buy
2,137,852
+8,154
+0.4% +$363K 0.46% 77
2024
Q4 		$93.6M Sell
2,129,698
-293,578
-12% -$12.9M 0.45% 75
2024
Q3 		$96.2M Sell
2,423,276
-354,701
-13% -$14.2M 0.43% 79
2024
Q2 		$110M Sell
2,777,977
-1,793,432
-39% -$68.7M 0.5% 68
2024
Q1 		$173M Sell
4,571,409
-750,733
-14% -$25.8M 0.77% 34
2023
Q4 		$179M Sell
5,322,142
-1,038,787
-16% -$30.2M 0.82% 20
2023
Q3 		$174M Sell
6,360,929
-66,163
-1% -$1.96M 1.11% 16
2023
Q2 		$184M Buy
6,427,092
+693,858
+12% +$19.8M 1.07% 13
2023
Q1 		$164M Sell
5,733,234
-63,945
-1% -$2.11M 0.98% 16
2022
Q4 		$192M Buy
5,797,179
+1,908,628
+49% +$65.7M 1.14% 13
2022
Q3 		$117M Buy
3,888,551
+1,811,974
+87% +$60.6M 0.77% 29
2022
Q2 		$64.6M Buy
2,076,577
+386,322
+23% +$13.9M 0.38% 90
2022
Q1 		$69.7M Buy
1,690,255
+252,293
+18% +$11.4M 0.34% 99
2021
Q4 		$64M Sell
1,437,962
-842,859
-37% -$38.4M 0.32% 111
2021
Q3 		$96.8M Sell
2,280,821
-767,845
-25% -$30.9M 0.54% 58
2021
Q2 		$126M Sell
3,048,666
-5,149,548
-63% -$211M 0.67% 41
2021
Q1 		$317M Buy
8,198,214
+1,293,692
+19% +$44.6M 1.48% 7
2020
Q4 		$209M Sell
6,904,522
-1,850,647
-21% -$49.6M 0.96% 26
2020
Q3 		$211M Buy
8,755,169
+896,217
+11% +$22.3M 1.05% 19
2020
Q2 		$187M Buy
7,858,952
+2,834,964
+56% +$67M 0.96% 22
2020
Q1 		$107M Sell
5,023,988
-804,448
-14% -$24.1M 0.65% 51
2019
Q4 		$205M Sell
5,828,436
-2,178,754
-27% -$70.4M 0.89% 29
2019
Q3 		$234M Buy
8,007,190
+413,872
+5% +$11.9M 1.06% 25
2019
Q2 		$220M Sell
7,593,318
-1,602,891
-17% -$46.2M 0.99% 32
2019
Q1 		$254M Sell
9,196,209
-319,549
-3% -$9.03M 1.11% 24
2018
Q4 		$234M Sell
9,515,758
-810,355
-8% -$22M 1.09% 22
2018
Q3 		$304M Sell
10,326,113
-1,313,327
-11% -$40M 1.15% 19
2018
Q2 		$328K Sell
11,639,440
-1,047,403
-8% -$31.2M 1.01% 19
2018
Q1 		$380M Sell
12,686,843
-1,476,611
-10% -$46.4M 1.35% 14
2017
Q4 		$418M Sell
14,163,454
-503,518
-3% -$13.9M 1.38% 15
2017
Q3 		$372M Sell
14,666,972
-5,536
-0% -$134K 1.24% 22
2017
Q2 		$356M Buy
14,672,508
+2,180,041
+17% +$50.8M 1.2% 21
2017
Q1 		$295M Buy
+12,492,467
New +$296M 0.98% 34

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

Epoch Investment Partners's BAC Position: Q2 2026 in Review

Epoch Investment Partners reduced its Bank of America (BAC) stake by 4.2% in Q2 2026, selling an estimated $3.98M and leaving 1,713,110 shares worth $97.6M. The position accounts for 0.56% of the portfolio, ranked #60.

Epoch Investment Partners first reported a position in BAC in Q1 2017 and has held it in 38 quarters since. The position peaked at $418M in Q4 2017. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Epoch Investment Partners held 1,713,110 shares of Bank of America worth $97.6M as of Q2 2026.
  • Epoch Investment Partners sold 74,843 Bank of America shares in Q2 2026, an estimated $3.98M.
  • Bank of America made up 0.56% of Epoch Investment Partners's portfolio in Q2 2026, its #60 holding.
  • Epoch Investment Partners first reported a position in Bank of America in Q1 2017 and has held it in 38 quarters since.
  • Epoch Investment Partners's Bank of America position peaked at $418M in Q4 2017.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.