GW&K Investment Management’s Bank of America BAC Stock Holding History

GW&K 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 Q1	$320K	Sell	6,567 -379	-5%	-$19.6K	﹤0.01%	372
2025 Q4	$382K	Buy	6,946 +307	+5%	+$16.2K	﹤0.01%	360
2025 Q3	$343K	Buy	6,639 +118	+2%	+$5.76K	﹤0.01%	365
2025 Q2	$309K	Buy	6,521 +1,401	+27%	+$58.9K	﹤0.01%	358
2025 Q1	$214K	Sell	5,120 -94	-2%	-$4.19K	﹤0.01%	372
2024 Q4	$229K	Buy	5,214 +184	+4%	+$8.1K	﹤0.01%	366
2024 Q3	$200K	Buy	5,030 +348	+7%	+$13.9K	﹤0.01%	359
2024 Q2	$186K	Buy	4,682 +759	+19%	+$29.1K	﹤0.01%	356
2024 Q1	$149K	Buy	3,923 +977	+33%	+$33.5K	﹤0.01%	355
2023 Q4	$99K	Sell	2,946 -121	-4%	-$3.52K	﹤0.01%	375
2023 Q3	$84K	Buy	3,067 +600	+24%	+$17.8K	﹤0.01%	371
2023 Q2	$71K	Buy	+2,467	New	+$70.4K	﹤0.01%	363
2022 Q3	–	Sell	-818	Closed	-$25K	–	440
2022 Q2	$25K	Buy	818 +373	+84%	+$13.4K	﹤0.01%	403
2022 Q1	$18K	Buy	+445	New	+$20.1K	﹤0.01%	403
2020 Q4	–	Sell	-75	Closed	-$2K	–	380
2020 Q3	$2K	Buy	+75	New	+$1.87K	﹤0.01%	372

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW&K Investment Management's BAC Position: Q1 2026 in Review

GW&K Investment Management reduced its Bank of America (BAC) stake by 5.5% in Q1 2026, selling an estimated $19.6K and leaving 6,567 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

GW&K Investment Management first reported a position in BAC in Q3 2020 and has held it in 15 quarters since. The position peaked at $382K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

GW&K Investment Management held 6,567 shares of Bank of America worth $320K as of Q1 2026.
GW&K Investment Management sold 379 Bank of America shares in Q1 2026, an estimated $19.6K.
Bank of America made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #372 holding.
GW&K Investment Management first reported a position in Bank of America in Q3 2020 and has held it in 15 quarters since.
GW&K Investment Management's Bank of America position peaked at $382K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.