Harvest Fund Management’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
$615K Sell
12,620
-10,322
-45% -$533K 0.03% 196
2025
Q4
$1.26M Buy
22,942
+6,843
+43% +$362K 0.05% 178
2025
Q3
$830K Sell
16,099
-7,936
-33% -$387K 0.04% 210
2025
Q2
$1.14M Sell
24,035
-11,796
-33% -$496K 0.05% 175
2025
Q1
$1.5M Buy
35,831
+2,906
+9% +$129K 0.07% 162
2024
Q4
$1.45M Buy
32,925
+18,104
+122% +$797K 0.07% 170
2024
Q3
$588K Buy
14,821
+4,837
+48% +$194K 0.03% 231
2024
Q2
$397K Buy
9,984
+6,570
+192% +$252K 0.03% 257
2024
Q1
$129K Sell
3,414
-2,360
-41% -$81K 0.01% 390
2023
Q4
$194K Sell
5,774
-621
-10% -$18.1K 0.03% 234
2023
Q3
$175K Buy
6,395
+4,966
+348% +$147K 0.03% 239
2023
Q2
$41K Hold
1,429
0.01% 442
2023
Q1
$41K Sell
1,429
-3,819
-73% -$126K 0.01% 500
2022
Q4
$174K Sell
5,248
-8,682
-62% -$299K 0.04% 234
2022
Q3
$421K Buy
13,930
+2,488
+22% +$83.2K 0.12% 98
2022
Q2
$357K Buy
11,442
+2,688
+31% +$96.8K 0.1% 101
2022
Q1
$360K Buy
8,754
+1,882
+27% +$84.9K 0.08% 125
2021
Q4
$305K Buy
6,872
+3,091
+82% +$141K 0.05% 171
2021
Q3
$160K Hold
3,781
0.04% 196
2021
Q2
$157K Hold
3,781
0.02% 187
2021
Q1
$146K Buy
3,781
+1,222
+48% +$42.2K 0.01% 193
2020
Q4
$77K Sell
2,559
-3,747
-59% -$100K 0.01% 301
2020
Q3
$155K Buy
6,306
+4,324
+218% +$108K 0.01% 200
2020
Q2
$46K Hold
1,982
﹤0.01% 343
2020
Q1
$42K Sell
1,982
-756
-28% -$22.7K ﹤0.01% 322
2019
Q4
$95K Buy
2,738
+2,231
+440% +$72.1K 0.01% 199
2019
Q3
$15K Sell
507
-828
-62% -$23.8K ﹤0.01% 359
2019
Q2
$39K Hold
1,335
﹤0.01% 322
2019
Q1
$37K Buy
+1,335
New +$37.7K 0.01% 313
2018
Q4
Sell
-6,173
Closed -$182K 339
2018
Q3
$182K Buy
6,173
+1,375
+29% +$41.9K 0.03% 184
2018
Q2
$135K Sell
4,798
-2,542
-35% -$75.8K 0.02% 97
2018
Q1
$220K Buy
7,340
+1,089
+17% +$34.2K 0.04% 67
2017
Q4
$185K Buy
6,251
+1,778
+40% +$49K 0.03% 70
2017
Q3
$113K Buy
4,473
+1,861
+71% +$45.2K 0.02% 87
2017
Q2
$63K Buy
2,612
+349
+15% +$8.14K 0.01% 129
2017
Q1
$53K Hold
2,263
0.01% 135
2016
Q4
$50K Buy
+2,263
New +$43.6K 0.01% 149

Other funds holding BAC

Harvest Fund Management's BAC Position: Q1 2026 in Review

Harvest Fund Management reduced its Bank of America (BAC) stake by 45% in Q1 2026, selling an estimated $533K and leaving 12,620 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #196.

Harvest Fund Management first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.5M in Q1 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Harvest Fund Management held 12,620 shares of Bank of America worth $615K as of Q1 2026.
  • Harvest Fund Management sold 10,322 Bank of America shares in Q1 2026, an estimated $533K.
  • Bank of America made up 0.03% of Harvest Fund Management's portfolio in Q1 2026, its #196 holding.
  • Harvest Fund Management first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
  • Harvest Fund Management's Bank of America position peaked at $1.5M in Q1 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.