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Generate Investment Management’s Bank of America BAC Stock Holding History

Generate Investment 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 		$27.7M Buy
486,879
+291,005
+149% +$15.5M 1.14% 20
2026
Q1 		$9.55M Sell
195,874
-378,812
-66% -$19.5M 0.47% 43
2025
Q4 		$31.6M Buy
574,686
+137,631
+31% +$7.28M 1.44% 19
2025
Q3 		$22.5M Sell
437,055
-68,984
-14% -$3.37M 1.14% 28
2025
Q2 		$23.9M Buy
506,039
+370,301
+273% +$15.6M 1.33% 23
2025
Q1 		$5.66M Sell
135,738
-512,602
-79% -$22.8M 0.4% 63
2024
Q4 		$28.5M Buy
648,340
+445,304
+219% +$19.6M 1.99% 12
2024
Q3 		$8.06M Sell
203,036
-80,961
-29% -$3.24M 0.54% 57
2024
Q2 		$11.3M Sell
283,997
-73,400
-21% -$2.81M 0.66% 45
2024
Q1 		$13.6M Buy
357,397
+38,513
+12% +$1.32M 0.98% 31
2023
Q4 		$10.7M Buy
+318,884
New +$9.28M 0.93% 42

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Generate Investment Management's BAC Position: Q2 2026 in Review

Generate Investment Management increased its Bank of America (BAC) stake by 149% in Q2 2026, buying an estimated $15.5M and bringing the position to 486,879 shares worth $27.7M. The position accounts for 1.14% of the portfolio, ranked #20.

Generate Investment Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.6M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Generate Investment Management held 486,879 shares of Bank of America worth $27.7M as of Q2 2026.
  • Generate Investment Management bought 291,005 Bank of America shares in Q2 2026, an estimated $15.5M.
  • Bank of America made up 1.14% of Generate Investment Management's portfolio in Q2 2026, its #20 holding.
  • Generate Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Generate Investment Management's Bank of America position peaked at $31.6M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.