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Gerber LLC’s Bank of America BAC Stock Holding History

Gerber LLC’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 		$291K Buy
5,114
+82
+2% +$4.36K 0.14% 67
2026
Q1 		$245K Sell
5,032
-351
-7% -$18.1K 0.14% 74
2025
Q4 		$296K Sell
5,383
-947
-15% -$50.1K 0.17% 61
2025
Q3 		$327K Sell
6,330
-245
-4% -$12K 0.21% 53
2025
Q2 		$311K Buy
6,575
+70
+1% +$2.94K 0.22% 61
2025
Q1 		$271K Sell
6,505
-124
-2% -$5.53K 0.23% 68
2024
Q4 		$291K Buy
6,629
+1
+0% +$44 0.21% 59
2024
Q3 		$263K Sell
6,628
-45
-0.7% -$1.8K 0.19% 75
2024
Q2 		$265K Buy
6,673
+2
+0% +$77 0.21% 67
2024
Q1 		$253K Buy
6,671
+1
+0% +$34 0.21% 75
2023
Q4 		$225K Buy
+6,670
New +$194K 0.2% 81

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Gerber LLC's BAC Position: Q2 2026 in Review

Gerber LLC increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $4.36K and bringing the position to 5,114 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #67.

Gerber LLC first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q3 2025. 1,864 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gerber LLC held 5,114 shares of Bank of America worth $291K as of Q2 2026.
  • Gerber LLC bought 82 Bank of America shares in Q2 2026, an estimated $4.36K.
  • Bank of America made up 0.14% of Gerber LLC's portfolio in Q2 2026, its #67 holding.
  • Gerber LLC first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Gerber LLC's Bank of America position peaked at $327K in Q3 2025.
  • 1,864 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.