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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Portfolios Group's BAC Position: Q1 2026 in Review

Harvest Portfolios Group increased its Bank of America (BAC) stake by 17% in Q1 2026, buying an estimated $1.01M and bringing the position to 132,148 shares worth $6.44M. The position accounts for 0.11% of the portfolio, ranked #105.

Harvest Portfolios Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $19M in Q1 2023. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Harvest Portfolios Group held 132,148 shares of Bank of America worth $6.44M as of Q1 2026.
  • Harvest Portfolios Group bought 19,599 Bank of America shares in Q1 2026, an estimated $1.01M.
  • Bank of America made up 0.11% of Harvest Portfolios Group's portfolio in Q1 2026, its #105 holding.
  • Harvest Portfolios Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Harvest Portfolios Group's Bank of America position peaked at $19M in Q1 2023.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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