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

Guardian 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	$2.84M	Sell	49,770 -5,009	-9%	-$266K	1.83%	16
2026 Q1	$2.67M	Sell	54,779 -15,780	-22%	-$814K	2.11%	14
2025 Q4	$3.88M	Sell	70,559 -495	-0.7%	-$26.2K	3.03%	8
2025 Q3	$3.67M	Sell	71,054 -1,214	-2%	-$59.2K	3.12%	7
2025 Q2	$3.42M	Buy	72,268 +1,000	+1%	+$42.1K	3.44%	6
2025 Q1	$2.97M	Sell	71,268 -3,000	-4%	-$134K	2.5%	11
2024 Q4	$3.26M	Sell	74,268 -1,600	-2%	-$70.4K	2.33%	9
2024 Q3	$3.01M	Sell	75,868 -61,025	-45%	-$2.45M	2.59%	11
2024 Q2	$5.44M	Buy	136,893 +51,345	+60%	+$1.97M	3.9%	6
2024 Q1	$3.24M	Buy	85,548 +4,960	+6%	+$170K	2.61%	12
2023 Q4	$2.71M	Sell	80,588 -6,391	-7%	-$186K	2.29%	13
2023 Q3	$2.38M	Buy	86,979 +1,000	+1%	+$29.6K	2.16%	17
2023 Q2	$2.47M	Sell	85,979 -69,050	-45%	-$1.97M	2.1%	16
2023 Q1	$6M	Buy	155,029 +66,150	+74%	+$2.18M	4.5%	3
2022 Q4	$2.94M	Hold	88,879	–	–	2.78%	10
2022 Q3	$2.68M	Buy	88,879 +6,600	+8%	+$221K	2.72%	12
2022 Q2	$2.56M	Sell	82,279 -6,000	-7%	-$216K	2.23%	16
2022 Q1	$3.64M	Hold	88,279	–	–	2.83%	10
2021 Q4	$3.93M	Sell	88,279 -2,100	-2%	-$95.7K	2.73%	8
2021 Q3	$3.84M	Buy	90,379 +75,900	+524%	+$3.06M	2.83%	9
2021 Q2	$6.08M	Sell	14,479 -140,550	-91%	-$5.76M	4.16%	5
2021 Q1	$6M	Hold	155,029	–	–	4.26%	4
2020 Q4	$4.7M	Sell	155,029 -12,190	-7%	-$327K	3.56%	6
2020 Q3	$4.03M	Sell	167,219 -4,227	-2%	-$105K	3.51%	8
2020 Q2	$4.07M	Sell	171,446 -1,957	-1%	-$46.2K	3.69%	7
2020 Q1	$3.68M	Buy	173,403 +38,931	+29%	+$1.17M	3.77%	7
2019 Q4	$6.05M	Sell	134,472 -58,764	-30%	-$1.9M	4.81%	4
2019 Q3	$5.64M	Buy	193,236 +3,236	+2%	+$93K	5.01%	5
2019 Q2	$5.51M	Buy	190,000 +47,937	+34%	+$1.38M	4.79%	5
2019 Q1	$3.92M	Hold	142,063	–	–	3.39%	7
2018 Q4	$3.52M	Hold	142,063	–	–	3.26%	9
2018 Q3	$4.21M	Buy	142,063 +2,023	+1%	+$61.6K	3.7%	4
2018 Q2	$3.97M	Buy	140,040 +5,493	+4%	+$164K	3.79%	5
2018 Q1	$4.04M	Sell	134,547 -3,070	-2%	-$96.4K	4.3%	5
2017 Q4	$4.06M	Buy	137,617 +2,045	+2%	+$56.4K	4.29%	5
2017 Q3	$3.44M	Buy	135,572 +4	+0%	+$97	3.8%	8
2017 Q2	$3.29M	Sell	135,568 -1,133	-0.8%	-$26.4K	3.63%	9
2017 Q1	$3.23M	Buy	136,701 +10,309	+8%	+$245K	3.51%	9
2016 Q4	$2.79M	Buy	+126,392	New	+$2.43M	3.22%	10
2016 Q2	–	Sell	-156,761	Closed	-$2.12M	–	55
2016 Q1	$2.12M	Buy	156,761 +12,506	+9%	+$169K	2.43%	13
2015 Q4	$2.43M	Sell	144,255 -1,495	-1%	-$25.3K	2.6%	14
2015 Q3	$2.5M	Buy	+145,750	New	+$2.45M	2.77%	14
2015 Q2	–	Sell	-105,000	Closed	-$1.6M	–	52
2015 Q1	$1.6M	Buy	105,000 +15,000	+17%	+$241K	1.78%	17
2014 Q4	$1.61M	Buy	+90,000	New	+$1.54M	1.7%	22
2014 Q2	–	Sell	-85,000	Closed	-$1.46M	–	57
2014 Q1	$1.46M	Buy	+85,000	New	+$1.43M	1.69%	21

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Guardian Investment Management reduced its Bank of America (BAC) stake by 9.1% in Q2 2026, selling an estimated $266K and leaving 49,770 shares worth $2.84M. The position accounts for 1.83% of the portfolio, ranked #16.

Guardian Investment Management first reported a position in BAC in Q1 2014 and has held it in 45 quarters since. The position peaked at $6.08M in Q2 2021. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Guardian Investment Management held 49,770 shares of Bank of America worth $2.84M as of Q2 2026.
Guardian Investment Management sold 5,009 Bank of America shares in Q2 2026, an estimated $266K.
Bank of America made up 1.83% of Guardian Investment Management's portfolio in Q2 2026, its #16 holding.
Guardian Investment Management first reported a position in Bank of America in Q1 2014 and has held it in 45 quarters since.
Guardian Investment Management's Bank of America position peaked at $6.08M in Q2 2021.
1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.