General Pension Society PZU Joint Stock’s Bank of America BAC Stock Holding History

General Pension Society PZU Joint Stock’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	$21.2M	Hold	435,112	–	–	3.24%	13
2025 Q4	$23.9M	Hold	435,112	–	–	4.84%	11
2025 Q3	$22.4M	Hold	435,112	–	–	5.43%	11
2025 Q2	$20.6M	Buy	435,112 +98,000	+29%	+$4.12M	5.73%	11
2025 Q1	$14.1M	Sell	337,112 -202,784	-38%	-$9.04M	4.71%	10
2024 Q4	$23.7M	Sell	539,896 -66,000	-11%	-$2.9M	7.28%	7
2024 Q3	$24M	Hold	605,896	–	–	6.98%	5
2024 Q2	$24.1M	Sell	605,896 -140,000	-19%	-$5.37M	6.72%	7
2024 Q1	$28.3M	Hold	745,896	–	–	7.92%	6
2023 Q4	$25.1M	Hold	745,896	–	–	8.02%	6
2023 Q3	$20.4M	Hold	745,896	–	–	7.28%	5
2023 Q2	$21.4M	Hold	745,896	–	–	7.54%	5
2023 Q1	$21.3M	Hold	745,896	–	–	8.07%	3
2022 Q4	$24.7M	Hold	745,896	–	–	10.78%	1
2022 Q3	$22.5M	Sell	745,896 -49,500	-6%	-$1.65M	11.09%	1
2022 Q2	$24.8M	Hold	795,396	–	–	11.06%	1
2022 Q1	$32.8M	Sell	795,396 -12,800	-2%	-$578K	11.36%	1
2021 Q4	$36M	Hold	808,196	–	–	11.2%	1
2021 Q3	$34.3M	Sell	808,196 -72,000	-8%	-$2.9M	10.94%	1
2021 Q2	$36.3M	Hold	880,196	–	–	11.15%	1
2021 Q1	$34.1M	Buy	880,196 +85,300	+11%	+$2.94M	11.27%	1
2020 Q4	$24.1M	Hold	794,896	–	–	7.98%	6
2020 Q3	$19.1M	Hold	794,896	–	–	8.03%	8
2020 Q2	$18.9M	Hold	794,896	–	–	8.71%	6
2020 Q1	$16.9M	Hold	794,896	–	–	10.04%	5
2019 Q4	$28M	Hold	794,896	–	–	11.45%	2
2019 Q3	$23.2M	Hold	794,896	–	–	9.96%	4
2019 Q2	$23.1M	Hold	794,896	–	–	9.44%	5
2019 Q1	$21.9M	Hold	794,896	–	–	8.56%	5
2018 Q4	$19.6M	Buy	794,896 +45,000	+6%	+$1.22M	9.05%	5
2018 Q3	$22.1M	Buy	749,896 +170,000	+29%	+$5.18M	8.92%	5
2018 Q2	$16.3M	Buy	579,896 +395,705	+215%	+$11.8M	6.72%	7
2018 Q1	$5.52M	Sell	184,191 -50,000	-21%	-$1.57M	2.58%	13
2017 Q4	$6.91M	Hold	234,191	–	–	3.14%	10
2017 Q3	$5.93M	Sell	234,191 -46,000	-16%	-$1.12M	2.85%	11
2017 Q2	$6.8M	Hold	280,191	–	–	3.38%	11
2017 Q1	$6.61M	Hold	280,191	–	–	3.34%	11
2016 Q4	$6.19M	Hold	280,191	–	–	3.25%	11
2016 Q3	$4.38M	Hold	280,191	–	–	2.4%	14
2016 Q2	$3.72M	Hold	280,191	–	–	2.87%	14
2016 Q1	$3.79M	Hold	280,191	–	–	2.67%	15
2015 Q4	$4.72M	Hold	280,191	–	–	3.56%	12
2015 Q3	$4.37M	Hold	280,191	–	–	3.62%	11
2015 Q2	$4.77M	Hold	280,191	–	–	3.78%	10
2015 Q1	$4.31M	Sell	280,191 -52,000	-16%	-$835K	3.35%	13
2014 Q4	$5.94M	Sell	332,191 -371,809	-53%	-$6.36M	3.68%	11
2014 Q3	$12M	Hold	704,000	–	–	5.4%	7
2014 Q2	$10.8M	Hold	704,000	–	–	4.59%	10
2014 Q1	$12.1M	Hold	704,000	–	–	5.41%	8
2013 Q4	$10.9M	Sell	704,000 -560,000	-44%	-$8.31M	7.23%	5
2013 Q3	$17.4M	Hold	1,264,000	–	–	6.25%	4
2013 Q2	$16.3M	Buy	+1,264,000	New	+$16.1M	11.45%	3

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

General Pension Society PZU Joint Stock's BAC Position: Q1 2026 in Review

General Pension Society PZU Joint Stock held its Bank of America (BAC) position steady in Q1 2026 at 435,112 shares worth $21.2M. The position accounts for 3.24% of the portfolio, ranked #13.

General Pension Society PZU Joint Stock first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.3M in Q2 2021. 3,466 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

General Pension Society PZU Joint Stock held 435,112 shares of Bank of America worth $21.2M as of Q1 2026.
General Pension Society PZU Joint Stock left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 3.24% of General Pension Society PZU Joint Stock's portfolio in Q1 2026, its #13 holding.
General Pension Society PZU Joint Stock first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
General Pension Society PZU Joint Stock's Bank of America position peaked at $36.3M in Q2 2021.
3,466 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on General Pension Society PZU Joint Stock's 13F filing for Q1 2026, filed 27 Apr 2026.