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Harvest Portfolios Group’s Bank of America BAC Stock Holding History

Harvest Portfolios Group’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 		$6.35M Sell
111,439
-20,709
-16% -$1.1M 0.09% 106
2026
Q1 		$6.44M Buy
132,148
+19,599
+17% +$1.01M 0.11% 105
2025
Q4 		$6.19M Sell
112,549
-16,367
-13% -$865K 0.11% 109
2025
Q3 		$6.65M Sell
128,916
-3,466
-3% -$169K 0.12% 95
2025
Q2 		$6.26M Sell
132,382
-20,706
-14% -$871K 0.15% 92
2025
Q1 		$6.39M Buy
153,088
+13,752
+10% +$613K 0.19% 82
2024
Q4 		$6.12M Sell
139,336
-10,534
-7% -$463K 0.2% 71
2024
Q3 		$5.95M Sell
149,870
-4,264
-3% -$171K 0.2% 79
2024
Q2 		$6.13M Sell
154,134
-5,114
-3% -$196K 0.23% 69
2024
Q1 		$6.04M Buy
159,248
+8,350
+6% +$287K 0.24% 71
2023
Q4 		$5.08M Sell
150,898
-14,997
-9% -$437K 0.22% 71
2023
Q3 		$4.54M Buy
165,895
+2,841
+2% +$84.1K 0.21% 71
2023
Q2 		$4.68M Sell
163,054
-501,351
-75% -$14.3M 0.21% 74
2023
Q1 		$19M Buy
664,405
+114,035
+21% +$3.76M 0.93% 31
2022
Q4 		$18.2M Buy
+550,370
New +$19M 1.05% 31

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Portfolios Group's BAC Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $1.1M and leaving 111,439 shares worth $6.35M. The position accounts for 0.09% of the portfolio, ranked #106.

Harvest Portfolios Group first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $19M in Q1 2023. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Harvest Portfolios Group held 111,439 shares of Bank of America worth $6.35M as of Q2 2026.
  • Harvest Portfolios Group sold 20,709 Bank of America shares in Q2 2026, an estimated $1.1M.
  • Bank of America made up 0.09% of Harvest Portfolios Group's portfolio in Q2 2026, its #106 holding.
  • Harvest Portfolios Group first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Bank of America position peaked at $19M in Q1 2023.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.