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GLOBALT Investments’s Bank of America BAC Stock Holding History

GLOBALT Investments’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 		$12.9M Sell
226,467
-3,885
-2% -$207K 0.44% 30
2026
Q1 		$11.2M Sell
230,352
-5,415
-2% -$279K 0.4% 34
2025
Q4 		$13M Buy
235,767
+19,349
+9% +$1.02M 0.47% 29
2025
Q3 		$11.2M Sell
216,418
-3,373
-2% -$165K 0.41% 30
2025
Q2 		$10.4M Sell
219,791
-12,982
-6% -$546K 0.4% 30
2025
Q1 		$9.71M Sell
232,773
-1,659
-0.7% -$73.9K 0.4% 32
2024
Q4 		$10.3M Sell
234,432
-3,664
-2% -$161K 0.39% 29
2024
Q3 		$9.45M Buy
238,096
+7,751
+3% +$311K 0.35% 30
2024
Q2 		$9.16M Sell
230,345
-2,605
-1% -$99.8K 0.37% 33
2024
Q1 		$8.83M Buy
232,950
+77,019
+49% +$2.64M 0.35% 34
2023
Q4 		$5.25M Buy
+155,931
New +$4.54M 0.22% 69

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

GLOBALT Investments's BAC Position: Q2 2026 in Review

GLOBALT Investments reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $207K and leaving 226,467 shares worth $12.9M. The position accounts for 0.44% of the portfolio, ranked #30.

GLOBALT Investments first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2025. 3,601 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • GLOBALT Investments held 226,467 shares of Bank of America worth $12.9M as of Q2 2026.
  • GLOBALT Investments sold 3,885 Bank of America shares in Q2 2026, an estimated $207K.
  • Bank of America made up 0.44% of GLOBALT Investments's portfolio in Q2 2026, its #30 holding.
  • GLOBALT Investments first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Bank of America position peaked at $13M in Q4 2025.
  • 3,601 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.