Greenwood Capital Associates’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.5M Sell
112,829
-3,053
-3% -$158K 0.61% 52
2025
Q4
$6.37M Sell
115,882
-3,157
-3% -$167K 0.69% 48
2025
Q3
$6.14M Sell
119,039
-1,671
-1% -$81.5K 0.71% 49
2025
Q2
$5.71M Sell
120,710
-5,290
-4% -$223K 0.71% 46
2025
Q1
$5.26M Buy
126,000
+152
+0.1% +$6.77K 0.71% 50
2024
Q4
$5.53M Buy
125,848
+2,581
+2% +$114K 0.72% 48
2024
Q3
$4.89M Buy
123,267
+5,647
+5% +$226K 0.64% 55
2024
Q2
$4.68M Buy
117,620
+11,205
+11% +$429K 0.62% 58
2024
Q1
$4.04M Sell
106,415
-17,402
-14% -$597K 0.54% 66
2023
Q4
$4.17M Sell
123,817
-57,025
-32% -$1.66M 0.54% 66
2023
Q3
$4.95M Sell
180,842
-2,107
-1% -$62.3K 0.72% 50
2023
Q2
$5.25M Sell
182,949
-28,802
-14% -$822K 0.74% 51
2023
Q1
$6.06M Buy
+211,751
New +$6.99M 0.87% 42
2019
Q1
Sell
-289,915
Closed -$7.14M 176
2018
Q4
$7.14M Buy
289,915
+32,215
+13% +$874K 1.87% 14
2018
Q3
$7.59M Sell
257,700
-53,815
-17% -$1.64M 1.65% 18
2018
Q2
$8.78M Buy
311,515
+58,731
+23% +$1.75M 2.02% 5
2018
Q1
$7.58M Buy
252,784
+13,470
+6% +$423K 1.85% 8
2017
Q4
$7.07M Sell
239,314
-4,464
-2% -$123K 1.65% 10
2017
Q3
$6.18M Sell
243,778
-8,628
-3% -$209K 1.54% 16
2017
Q2
$6.12M Buy
252,406
+26,625
+12% +$621K 1.59% 14
2017
Q1
$5.33M Sell
225,781
-57,410
-20% -$1.36M 1.4% 13
2016
Q4
$6.26M Sell
283,191
-15,706
-5% -$302K 1.77% 11
2016
Q3
$4.68M Buy
298,897
+3,660
+1% +$54.5K 1.42% 17
2016
Q2
$3.92M Sell
295,237
-2,819
-0.9% -$39.6K 1.21% 22
2016
Q1
$4.03M Sell
298,056
-7,873
-3% -$106K 1.27% 24
2015
Q4
$5.15M Buy
305,929
+1,942
+0.6% +$32.8K 1.66% 10
2015
Q3
$4.74M Buy
303,987
+96,040
+46% +$1.62M 1.68% 13
2015
Q2
$3.54M Sell
207,947
-7,796
-4% -$128K 1.07% 43
2015
Q1
$3.32M Sell
215,743
-104,796
-33% -$1.68M 0.95% 44
2014
Q4
$5.73M Buy
320,539
+2,483
+0.8% +$42.5K 1.66% 11
2014
Q3
$5.42M Sell
318,056
-994
-0.3% -$15.8K 1.66% 9
2014
Q2
$4.9M Sell
319,050
-52,503
-14% -$815K 1.52% 21
2014
Q1
$6.39M Buy
371,553
+131,393
+55% +$2.21M 2.05% 5
2013
Q4
$3.74M Buy
240,160
+1,587
+0.7% +$23.5K 1.16% 36
2013
Q3
$3.29M Sell
238,573
-1,271
-0.5% -$18.1K 1.16% 39
2013
Q2
$3.08M Buy
+239,844
New +$3.06M 1.34% 28

Other funds holding BAC

Greenwood Capital Associates's BAC Position: Q1 2026 in Review

Greenwood Capital Associates reduced its Bank of America (BAC) stake by 2.6% in Q1 2026, selling an estimated $158K and leaving 112,829 shares worth $5.5M. The position accounts for 0.61% of the portfolio, ranked #52.

Greenwood Capital Associates first reported a position in BAC in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.78M in Q2 2018. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Greenwood Capital Associates held 112,829 shares of Bank of America worth $5.5M as of Q1 2026.
  • Greenwood Capital Associates sold 3,053 Bank of America shares in Q1 2026, an estimated $158K.
  • Bank of America made up 0.61% of Greenwood Capital Associates's portfolio in Q1 2026, its #52 holding.
  • Greenwood Capital Associates first reported a position in Bank of America in Q2 2013 and has held it in 36 quarters since.
  • Greenwood Capital Associates's Bank of America position peaked at $8.78M in Q2 2018.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.