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Ethic Inc’s Bank of America BAC Stock Holding History

Ethic Inc’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
Q1 		$22.8M Buy
468,172
+10,667
+2% +$550K 0.36% 42
2025
Q4 		$25.2M Buy
457,505
+34,561
+8% +$1.83M 0.39% 38
2025
Q3 		$21.8M Buy
422,944
+165,633
+64% +$8.08M 0.36% 41
2025
Q2 		$12.1M Sell
257,311
-97,194
-27% -$4.09M 0.22% 90
2025
Q1 		$14.7M Buy
354,505
+205,624
+138% +$9.16M 0.3% 59
2024
Q4 		$6.54M Buy
148,881
+81,541
+121% +$3.59M 0.13% 165
2024
Q3 		$2.55M Sell
67,340
-21,179
-24% -$849K 0.06% 331
2024
Q2 		$3.52M Buy
88,519
+21,179
+31% +$812K 0.08% 263
2024
Q1 		$2.55M Buy
67,340
+7,490
+13% +$257K 0.06% 331
2023
Q4 		$2.02M Buy
59,850
+9,167
+18% +$267K 0.06% 351
2023
Q3 		$1.39M Buy
50,683
+2,269
+5% +$67.1K 0.05% 389
2023
Q2 		$1.39M Sell
48,414
-6,081
-11% -$174K 0.05% 379
2023
Q1 		$1.56M Sell
54,495
-7,585
-12% -$250K 0.06% 343
2022
Q4 		$2.06M Sell
62,080
-6,897
-10% -$238K 0.11% 235
2022
Q3 		$2.08M Buy
68,977
+6,299
+10% +$211K 0.14% 179
2022
Q2 		$1.95M Sell
62,678
-125
-0.2% -$4.5K 0.14% 193
2022
Q1 		$2.59M Sell
62,803
-13,633
-18% -$615K 0.18% 144
2021
Q4 		$3.4M Sell
76,436
-60,093
-44% -$2.74M 0.26% 90
2021
Q3 		$5.8M Buy
136,529
+14,090
+12% +$568K 0.59% 27
2021
Q2 		$5.05M Buy
122,439
+15,145
+14% +$621K 0.61% 26
2021
Q1 		$4.15M Buy
107,294
+2,434
+2% +$84K 0.74% 20
2020
Q4 		$3.18M Buy
104,860
+21,156
+25% +$567K 0.84% 18
2020
Q3 		$2.02M Buy
83,704
+24,150
+41% +$601K 0.77% 22
2020
Q2 		$1.41M Buy
59,554
+4,712
+9% +$111K 0.8% 26
2020
Q1 		$1.16M Buy
54,842
+1,636
+3% +$49K 0.97% 15
2019
Q4 		$1.87M Buy
+53,206
New +$1.72M 1.38% 8

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethic Inc's BAC Position: Q1 2026 in Review

Ethic Inc increased its Bank of America (BAC) stake by 2.3% in Q1 2026, buying an estimated $550K and bringing the position to 468,172 shares worth $22.8M. The position accounts for 0.36% of the portfolio, ranked #42.

Ethic Inc first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.2M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Ethic Inc held 468,172 shares of Bank of America worth $22.8M as of Q1 2026.
  • Ethic Inc bought 10,667 Bank of America shares in Q1 2026, an estimated $550K.
  • Bank of America made up 0.36% of Ethic Inc's portfolio in Q1 2026, its #42 holding.
  • Ethic Inc first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Bank of America position peaked at $25.2M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.