Everstar Asset Management’s Bank of America BAC Stock Holding History

Everstar Asset Management’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	$400K	Sell	7,013 -255	-4%	-$13.6K	0.19%	131
2026 Q1	$354K	Sell	7,268 -417	-5%	-$21.5K	0.19%	135
2025 Q4	$423K	Sell	7,685 -84	-1%	-$4.44K	0.23%	124
2025 Q3	$401K	Buy	7,769 +2,271	+41%	+$111K	0.23%	127
2025 Q2	$260K	Sell	5,498 -428	-7%	-$18K	0.16%	158
2025 Q1	$247K	Sell	5,926 -7,990	-57%	-$356K	0.16%	150
2024 Q4	$612K	Buy	13,916 +4,531	+48%	+$199K	0.43%	59
2024 Q3	$372K	Buy	+9,385	New	+$376K	0.26%	117

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everstar Asset Management's BAC Position: Q2 2026 in Review

Everstar Asset Management reduced its Bank of America (BAC) stake by 3.5% in Q2 2026, selling an estimated $13.6K and leaving 7,013 shares worth $400K. The position accounts for 0.19% of the portfolio, ranked #131.

Everstar Asset Management first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $612K in Q4 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Everstar Asset Management held 7,013 shares of Bank of America worth $400K as of Q2 2026.
Everstar Asset Management sold 255 Bank of America shares in Q2 2026, an estimated $13.6K.
Bank of America made up 0.19% of Everstar Asset Management's portfolio in Q2 2026, its #131 holding.
Everstar Asset Management first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Bank of America position peaked at $612K in Q4 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.