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Ferguson Wellman Capital Management’s Bank of America BAC Stock Holding History

Ferguson Wellman Capital 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 		$727K Buy
12,766
+393
+3% +$20.9K 0.01% 269
2026
Q1 		$603K Sell
12,373
-700
-5% -$36.1K 0.01% 270
2025
Q4 		$719K Sell
13,073
-877
-6% -$46.4K 0.01% 208
2025
Q3 		$720K Buy
13,950
+21
+0.2% +$1.02K 0.01% 217
2025
Q2 		$659K Sell
13,929
-6,652
-32% -$280K 0.01% 212
2025
Q1 		$859K Buy
20,581
+6,226
+43% +$277K 0.02% 197
2024
Q4 		$631K Buy
14,355
+1,071
+8% +$47.1K 0.01% 221
2024
Q3 		$527K Sell
13,284
-625
-4% -$25K 0.01% 242
2024
Q2 		$553K Sell
13,909
-1,180
-8% -$45.2K 0.01% 227
2024
Q1 		$572K Buy
15,089
+1,565
+12% +$53.7K 0.01% 238
2023
Q4 		$455K Sell
13,524
-934
-6% -$27.2K 0.01% 260
2023
Q3 		$396K Sell
14,458
-316
-2% -$9.35K 0.01% 259
2023
Q2 		$424K Sell
14,774
-45
-0.3% -$1.28K 0.01% 268
2023
Q1 		$424K Sell
14,819
-870
-6% -$28.7K 0.01% 266
2022
Q4 		$520K Buy
15,689
+5,697
+57% +$196K 0.01% 248
2022
Q3 		$302K Buy
9,992
+167
+2% +$5.58K 0.01% 264
2022
Q2 		$306K Sell
9,825
-68
-0.7% -$2.45K 0.01% 268
2022
Q1 		$408K Sell
9,893
-332
-3% -$15K 0.01% 260
2021
Q4 		$455K Buy
10,225
+1,100
+12% +$50.1K 0.01% 250
2021
Q3 		$387K Sell
9,125
-377
-4% -$15.2K 0.01% 270
2021
Q2 		$392K Buy
9,502
+100
+1% +$4.1K 0.01% 263
2021
Q1 		$364K Sell
9,402
-1,128
-11% -$38.9K 0.01% 264
2020
Q4 		$319K Sell
10,530
-7,500
-42% -$201K 0.01% 314
2020
Q3 		$434K Hold
18,030
– – 0.01% 272
2020
Q2 		$428K Sell
18,030
-222
-1% -$5.25K 0.01% 267
2020
Q1 		$387K Sell
18,252
-5,050
-22% -$151K 0.01% 249
2019
Q4 		$821K Buy
23,302
+2,448
+12% +$79.1K 0.02% 230
2019
Q3 		$608K Sell
20,854
-940
-4% -$27K 0.02% 247
2019
Q2 		$632K Hold
21,794
– – 0.02% 230
2019
Q1 		$601K Sell
21,794
-206
-0.9% -$5.82K 0.02% 237
2018
Q4 		$542K Buy
22,000
+1,325
+6% +$35.9K 0.02% 244
2018
Q3 		$609K Sell
20,675
-206
-1% -$6.27K 0.02% 227
2018
Q2 		$589K Sell
20,881
-135
-0.6% -$4.03K 0.02% 236
2018
Q1 		$630K Buy
21,016
+1,332
+7% +$41.8K 0.02% 230
2017
Q4 		$581K Buy
19,684
+600
+3% +$16.5K 0.02% 237
2017
Q3 		$484K Sell
19,084
-1,460
-7% -$35.4K 0.02% 236
2017
Q2 		$498K Sell
20,544
-648
-3% -$15.1K 0.02% 234
2017
Q1 		$500K Sell
21,192
-8,688
-29% -$206K 0.02% 230
2016
Q4 		$660K Buy
29,880
+8,846
+42% +$170K 0.03% 209
2016
Q3 		$329K Sell
21,034
-7,090
-25% -$106K 0.01% 255
2016
Q2 		$373K Sell
28,124
-1,015,570
-97% -$14.3M 0.02% 244
2016
Q1 		$14.1M Sell
1,043,694
-821,295
-44% -$11.1M 0.6% 56
2015
Q4 		$31.4M Buy
1,864,989
+69,121
+4% +$1.17M 1.29% 21
2015
Q3 		$28M Buy
1,795,868
+455,760
+34% +$7.67M 1.24% 22
2015
Q2 		$22.8M Buy
1,340,108
+18,754
+1% +$309K 0.94% 32
2015
Q1 		$20.3M Buy
1,321,354
+30,999
+2% +$498K 0.84% 40
2014
Q4 		$23.1M Buy
1,290,355
+48,354
+4% +$827K 0.93% 39
2014
Q3 		$21.2M Buy
1,242,001
+11,860
+1% +$189K 0.9% 41
2014
Q2 		$18.9M Buy
1,230,141
+12,580
+1% +$195K 0.8% 46
2014
Q1 		$20.9M Buy
+1,217,561
New +$20.5M 0.93% 37

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Ferguson Wellman Capital Management's BAC Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Bank of America (BAC) stake by 3.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 12,766 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #269.

Ferguson Wellman Capital Management first reported a position in BAC in Q1 2014 and has held it in 50 quarters since. The position peaked at $31.4M in Q4 2015. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ferguson Wellman Capital Management held 12,766 shares of Bank of America worth $727K as of Q2 2026.
  • Ferguson Wellman Capital Management bought 393 Bank of America shares in Q2 2026, an estimated $20.9K.
  • Bank of America made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #269 holding.
  • Ferguson Wellman Capital Management first reported a position in Bank of America in Q1 2014 and has held it in 50 quarters since.
  • Ferguson Wellman Capital Management's Bank of America position peaked at $31.4M in Q4 2015.
  • 1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.