Guggenheim Capital’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
$7.54M Sell
154,768
-12,294
-7% -$634K 0.06% 331
2025
Q4
$9.19M Sell
167,062
-30,822
-16% -$1.63M 0.07% 293
2025
Q3
$10.2M Buy
197,884
+5,491
+3% +$268K 0.07% 266
2025
Q2
$9.1M Sell
192,393
-13,937
-7% -$586K 0.07% 273
2025
Q1
$8.61M Sell
206,330
-12,093
-6% -$539K 0.08% 280
2024
Q4
$9.6M Sell
218,423
-248,719
-53% -$10.9M 0.08% 256
2024
Q3
$18.5M Sell
467,142
-47,427
-9% -$1.9M 0.13% 153
2024
Q2
$20.5M Sell
514,569
-40,159
-7% -$1.54M 0.15% 137
2024
Q1
$21M Sell
554,728
-52,616
-9% -$1.81M 0.15% 136
2023
Q4
$20.4M Buy
607,344
+42,945
+8% +$1.25M 0.15% 130
2023
Q3
$15.5M Sell
564,399
-44,533
-7% -$1.32M 0.13% 165
2023
Q2
$17.5M Buy
608,932
+5,513
+0.9% +$157K 0.14% 144
2023
Q1
$17.3M Buy
603,419
+25,640
+4% +$846K 0.15% 148
2022
Q4
$19.1M Buy
577,779
+40,654
+8% +$1.4M 0.17% 137
2022
Q3
$16.2M Buy
537,125
+99,860
+23% +$3.34M 0.15% 160
2022
Q2
$13.6M Sell
437,265
-105,895
-19% -$3.81M 0.11% 230
2022
Q1
$22.4M Sell
543,160
-21,233
-4% -$958K 0.13% 173
2021
Q4
$25.1M Sell
564,393
-1,416
-0.3% -$64.5K 0.13% 162
2021
Q3
$24M Sell
565,809
-102,128
-15% -$4.11M 0.14% 140
2021
Q2
$27.5M Buy
667,937
+16,521
+3% +$677K 0.16% 117
2021
Q1
$25.2M Sell
651,416
-94,804
-13% -$3.27M 0.17% 120
2020
Q4
$22.6M Buy
746,220
+92,532
+14% +$2.48M 0.14% 120
2020
Q3
$15.7M Sell
653,688
-357,804
-35% -$8.91M 0.11% 160
2020
Q2
$24M Buy
1,011,492
+42,995
+4% +$1.02M 0.19% 101
2020
Q1
$20.6M Sell
968,497
-71,497
-7% -$2.14M 0.21% 95
2019
Q4
$36.6M Sell
1,039,994
-187,366
-15% -$6.06M 0.28% 56
2019
Q3
$35.8M Buy
1,227,360
+4,473
+0.4% +$129K 0.29% 55
2019
Q2
$35.5M Buy
1,222,887
+29,879
+3% +$862K 0.29% 56
2019
Q1
$32.9M Buy
1,193,008
+3,609
+0.3% +$102K 0.27% 55
2018
Q4
$29.3M Sell
1,189,399
-125,455
-10% -$3.4M 0.25% 56
2018
Q3
$38.7M Sell
1,314,854
-39,442
-3% -$1.2M 0.25% 50
2018
Q2
$38.2M Sell
1,354,296
-1,547,686
-53% -$46.2M 0.25% 47
2018
Q1
$87M Sell
2,901,982
-335,487
-10% -$10.5M 0.21% 67
2017
Q4
$95.6M Sell
3,237,469
-296,420
-8% -$8.17M 0.23% 55
2017
Q3
$89.5M Sell
3,533,889
-124,745
-3% -$3.03M 0.21% 47
2017
Q2
$88.8M Buy
3,658,634
+16,862
+0.5% +$393K 0.24% 51
2017
Q1
$85.9M Sell
3,641,772
-93,916
-3% -$2.23M 0.23% 48
2016
Q4
$82.6M Sell
3,735,688
-117,735
-3% -$2.27M 0.24% 45
2016
Q3
$60.3M Buy
3,853,423
+192,729
+5% +$2.87M 0.19% 93
2016
Q2
$48.6M Buy
3,660,694
+85,712
+2% +$1.2M 0.15% 179
2016
Q1
$48.3M Buy
3,574,982
+39,078
+1% +$527K 0.15% 170
2015
Q4
$59.5M Buy
3,535,904
+323,578
+10% +$5.47M 0.17% 122
2015
Q3
$50M Sell
3,212,326
-325,972
-9% -$5.48M 0.15% 148
2015
Q2
$60.2M Sell
3,538,298
-159,902
-4% -$2.64M 0.15% 144
2015
Q1
$56.9M Sell
3,698,200
-42,182
-1% -$677K 0.13% 179
2014
Q4
$66.9M Sell
3,740,382
-79,650
-2% -$1.36M 0.17% 114
2014
Q3
$65.1M Buy
3,820,032
+14,799
+0.4% +$236K 0.16% 118
2014
Q2
$58.5M Buy
3,805,233
+554,575
+17% +$8.61M 0.15% 145
2014
Q1
$55.9M Sell
3,250,658
-79,916
-2% -$1.34M 0.16% 119
2013
Q4
$51.9M Sell
3,330,574
-347,992
-9% -$5.16M 0.16% 127
2013
Q3
$50.8M Buy
3,678,566
+244,551
+7% +$3.49M 0.18% 82
2013
Q2
$44.2M Buy
+3,434,015
New +$43.8M 0.19% 71

Other funds holding BAC

Guggenheim Capital's BAC Position: Q1 2026 in Review

Guggenheim Capital reduced its Bank of America (BAC) stake by 7.4% in Q1 2026, selling an estimated $634K and leaving 154,768 shares worth $7.54M. The position accounts for 0.06% of the portfolio, ranked #331.

Guggenheim Capital first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $95.6M in Q4 2017. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Guggenheim Capital held 154,768 shares of Bank of America worth $7.54M as of Q1 2026.
  • Guggenheim Capital sold 12,294 Bank of America shares in Q1 2026, an estimated $634K.
  • Bank of America made up 0.06% of Guggenheim Capital's portfolio in Q1 2026, its #331 holding.
  • Guggenheim Capital first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Bank of America position peaked at $95.6M in Q4 2017.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.