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Equitable Holdings’s Bank of America BAC Stock Holding History

Equitable Holdings’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 		$13.3M Sell
232,720
-40,796
-15% -$2.17M 0.08% 230
2026
Q1 		$14.7M Buy
273,516
+84,932
+45% +$4.38M 0.09% 202
2025
Q4 		$10.4M Buy
188,584
+22,586
+14% +$1.19M 0.07% 232
2025
Q3 		$8.56M Buy
165,998
+17,002
+11% +$829K 0.06% 246
2025
Q2 		$7.05M Buy
148,996
+25,380
+21% +$1.07M 0.06% 254
2025
Q1 		$5.16M Buy
123,616
+10,944
+10% +$488K 0.05% 287
2024
Q4 		$4.95M Sell
112,672
-4,226
-4% -$186K 0.05% 282
2024
Q3 		$4.64M Buy
116,898
+1,824
+2% +$73.1K 0.04% 294
2024
Q2 		$4.58M Buy
115,074
+7,168
+7% +$275K 0.05% 282
2024
Q1 		$4.09M Sell
107,906
-17,181
-14% -$590K 0.05% 281
2023
Q4 		$4.21M Buy
125,087
+7,133
+6% +$208K 0.05% 250
2023
Q3 		$3.23M Buy
117,954
+7,775
+7% +$230K 0.05% 267
2023
Q2 		$3.16M Buy
110,179
+558
+0.5% +$15.9K 0.05% 259
2023
Q1 		$3.14M Buy
109,621
+7,765
+8% +$256K 0.05% 248
2022
Q4 		$3.37M Sell
101,856
-7,811
-7% -$269K 0.06% 213
2022
Q3 		$3.31M Buy
109,667
+4,253
+4% +$142K 0.06% 195
2022
Q2 		$3.28M Sell
105,414
-11,924
-10% -$429K 0.06% 195
2022
Q1 		$4.84M Sell
117,338
-3,327
-3% -$150K 0.08% 161
2021
Q4 		$5.37M Buy
120,665
+15,332
+15% +$698K 0.08% 156
2021
Q3 		$4.47M Buy
105,333
+1,641
+2% +$66.1K 0.08% 160
2021
Q2 		$4.28M Buy
103,692
+5,348
+5% +$219K 0.07% 157
2021
Q1 		$3.81M Buy
98,344
+14,491
+17% +$500K 0.08% 162
2020
Q4 		$2.54M Sell
83,853
-1,722
-2% -$46.2K 0.06% 195
2020
Q3 		$2.06M Buy
85,575
+6,822
+9% +$170K 0.05% 203
2020
Q2 		$1.87M Sell
78,753
-1,761
-2% -$41.6K 0.05% 217
2020
Q1 		$1.71M Sell
80,514
-16,734
-17% -$502K 0.06% 191
2019
Q4 		$3.42M Buy
+97,248
New +$3.14M 0.1% 124

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

Equitable Holdings's BAC Position: Q2 2026 in Review

Equitable Holdings reduced its Bank of America (BAC) stake by 15% in Q2 2026, selling an estimated $2.17M and leaving 232,720 shares worth $13.3M. The position accounts for 0.08% of the portfolio, ranked #230.

Equitable Holdings first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Equitable Holdings held 232,720 shares of Bank of America worth $13.3M as of Q2 2026.
  • Equitable Holdings sold 40,796 Bank of America shares in Q2 2026, an estimated $2.17M.
  • Bank of America made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #230 holding.
  • Equitable Holdings first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Bank of America position peaked at $14.7M in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.