Evergreen Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Buy |
397,722
+40,479
| +11% | +$2.15M | 0.4% | 55 |
|
|
2026
Q1 | $17.4M | Sell |
357,243
-55,703
| -13% | -$2.87M | 0.38% | 56 |
|
|
2025
Q4 | $22.7M | Buy |
412,946
+73,920
| +22% | +$3.91M | 0.51% | 41 |
|
|
2025
Q3 | $17.5M | Buy |
339,026
+7,654
| +2% | +$373K | 0.42% | 55 |
|
|
2025
Q2 | $15.7M | Buy |
331,372
+7,794
| +2% | +$328K | 0.47% | 52 |
|
|
2025
Q1 | $13.5M | Sell |
323,578
-2,349
| -0.7% | -$105K | 0.45% | 50 |
|
|
2024
Q4 | $14.3M | Buy |
325,927
+9,453
| +3% | +$416K | 0.47% | 51 |
|
|
2024
Q3 | $12.6M | Buy |
316,474
+9,441
| +3% | +$378K | 0.42% | 57 |
|
|
2024
Q2 | $12.2M | Sell |
307,033
-70,551
| -19% | -$2.7M | 0.44% | 57 |
|
|
2024
Q1 | $14.3M | Buy |
377,584
+7,271
| +2% | +$250K | 0.54% | 45 |
|
|
2023
Q4 | $12.5M | Buy |
370,313
+1,895
| +0.5% | +$55.2K | 0.51% | 48 |
|
|
2023
Q3 | $10.1M | Buy |
368,418
+2,685
| +0.7% | +$79.4K | 0.44% | 59 |
|
|
2023
Q2 | $10.5M | Buy |
365,733
+13,190
| +4% | +$376K | 0.44% | 61 |
|
|
2023
Q1 | $10.1M | Buy |
352,543
+1,137
| +0.3% | +$37.5K | 0.45% | 60 |
|
|
2022
Q4 | $11.6M | Sell |
351,406
-34,406
| -9% | -$1.19M | 0.55% | 46 |
|
|
2022
Q3 | $11.7M | Buy |
385,812
+13,819
| +4% | +$462K | 0.61% | 38 |
|
|
2022
Q2 | $11.6M | Buy |
371,993
+1,070
| +0.3% | +$38.5K | 0.6% | 46 |
|
|
2022
Q1 | $15.3M | Buy |
370,923
+47,768
| +15% | +$2.16M | 0.62% | 37 |
|
|
2021
Q4 | $14.4M | Buy |
323,155
+16,597
| +5% | +$756K | 0.58% | 39 |
|
|
2021
Q3 | $13M | Buy |
306,558
+25,009
| +9% | +$1.01M | 0.59% | 38 |
|
|
2021
Q2 | $11.6M | Sell |
281,549
-20,041
| -7% | -$822K | 0.56% | 40 |
|
|
2021
Q1 | $11.7M | Buy |
301,590
+26,435
| +10% | +$912K | 0.6% | 36 |
|
|
2020
Q4 | $8.34M | Buy |
275,155
+22,030
| +9% | +$590K | 0.49% | 53 |
|
|
2020
Q3 | $6.1M | Buy |
253,125
+133,110
| +111% | +$3.31M | 0.42% | 63 |
|
|
2020
Q2 | $2.85M | Buy |
120,015
+13,879
| +13% | +$328K | 0.22% | 110 |
|
|
2020
Q1 | $2.25M | Buy |
106,136
+50,252
| +90% | +$1.51M | 0.21% | 101 |
|
|
2019
Q4 | $1.97M | Buy |
55,884
+8,920
| +19% | +$288K | 0.16% | 122 |
|
|
2019
Q3 | $1.37M | Buy |
46,964
+781
| +2% | +$22.5K | 0.13% | 135 |
|
|
2019
Q2 | $1.34M | Buy |
46,183
+9,708
| +27% | +$280K | 0.13% | 135 |
|
|
2019
Q1 | $1.01M | Buy |
36,475
+1,790
| +5% | +$50.6K | 0.1% | 154 |
|
|
2018
Q4 | $855K | Buy |
34,685
+5,318
| +18% | +$144K | 0.09% | 165 |
|
|
2018
Q3 | $865K | Buy |
29,367
+791
| +3% | +$24.1K | 0.08% | 173 |
|
|
2018
Q2 | $806K | Sell |
28,576
-5,597
| -16% | -$167K | 0.08% | 170 |
|
|
2018
Q1 | $1.02M | Buy |
34,173
+14,239
| +71% | +$447K | 0.1% | 141 |
|
|
2017
Q4 | $589K | Sell |
19,934
-9,150
| -31% | -$252K | 0.06% | 167 |
|
|
2017
Q3 | $737K | Buy |
29,084
+16,589
| +133% | +$403K | 0.09% | 138 |
|
|
2017
Q2 | $303K | Buy |
+12,495
| New | +$291K | 0.05% | 118 |
|
|
2017
Q1 | – | Sell |
-10,380
| Closed | -$229K | – | 100 |
|
|
2016
Q4 | $229K | Buy |
+10,380
| New | +$200K | 0.04% | 108 |
|
|
2015
Q4 | – | Sell |
-10,679
| Closed | -$166K | – | 88 |
|
|
2015
Q3 | $166K | Buy |
+10,679
| New | +$180K | 0.04% | 85 |
|
Other funds holding BAC
Evergreen Capital Management's BAC Position: Q2 2026 in Review
Evergreen Capital Management increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $2.15M and bringing the position to 397,722 shares worth $22.7M. The position accounts for 0.4% of the portfolio, ranked #55.
Evergreen Capital Management first reported a position in BAC in Q3 2015 and has held it in 39 quarters since. The position peaked at $22.7M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Evergreen Capital Management held 397,722 shares of Bank of America worth $22.7M as of Q2 2026.
- Evergreen Capital Management bought 40,479 Bank of America shares in Q2 2026, an estimated $2.15M.
- Bank of America made up 0.4% of Evergreen Capital Management's portfolio in Q2 2026, its #55 holding.
- Evergreen Capital Management first reported a position in Bank of America in Q3 2015 and has held it in 39 quarters since.
- Evergreen Capital Management's Bank of America position peaked at $22.7M in Q4 2025.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.