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Investment House LLC’s Bank of America BAC Stock Holding History

Investment House LLC’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 		$5.26M Sell
92,248
-2,731
-3% -$145K 0.24% 80
2026
Q1 		$4.63M Sell
94,979
-900
-0.9% -$46.4K 0.24% 81
2025
Q4 		$5.27M Hold
95,879
– – 0.25% 80
2025
Q3 		$4.95M Hold
95,879
– – 0.23% 80
2025
Q2 		$4.54M Sell
95,879
-1,810
-2% -$76.1K 0.23% 82
2025
Q1 		$4.08M Sell
97,689
-8,225
-8% -$367K 0.23% 81
2024
Q4 		$4.65M Sell
105,914
-114,478
-52% -$5.04M 0.25% 79
2024
Q3 		$8.75M Sell
220,392
-6,825
-3% -$274K 0.47% 55
2024
Q2 		$9.04M Sell
227,217
-7,852
-3% -$301K 0.52% 49
2024
Q1 		$8.91M Buy
235,069
+33,803
+17% +$1.16M 0.52% 52
2023
Q4 		$6.78M Sell
201,266
-20,532
-9% -$598K 0.48% 57
2023
Q3 		$6.07M Buy
221,798
+73,442
+50% +$2.17M 0.48% 58
2023
Q2 		$4.26M Buy
148,356
+59,893
+68% +$1.71M 0.32% 76
2023
Q1 		$2.53M Buy
88,463
+76,032
+612% +$2.51M 0.21% 82
2022
Q4 		$412K Sell
12,431
-250
-2% -$8.61K 0.04% 139
2022
Q3 		$383K Sell
12,681
-54,986
-81% -$1.84M 0.04% 143
2022
Q2 		$2.11M Buy
67,667
+62,486
+1,206% +$2.25M 0.19% 80
2022
Q1 		$214K Hold
5,181
– – 0.02% 169
2021
Q4 		$230K Hold
5,181
– – 0.01% 172
2021
Q3 		$220K Hold
5,181
– – 0.02% 177
2021
Q2 		$213K Buy
5,181
+3
+0.1% +$123 0.02% 191
2021
Q1 		$200K Sell
5,178
-12,973
-71% -$448K 0.02% 188
2020
Q4 		$550K Sell
18,151
-598
-3% -$16K 0.04% 151
2020
Q3 		$452K Sell
18,749
-82,085
-81% -$2.04M 0.04% 148
2020
Q2 		$2.4M Buy
100,834
+87,721
+669% +$2.07M 0.21% 83
2020
Q1 		$278K Sell
13,113
-1,746
-12% -$52.3K 0.03% 145
2019
Q4 		$523K Buy
14,859
+503
+4% +$16.3K 0.05% 149
2019
Q3 		$419K Sell
14,356
-2,494
-15% -$71.7K 0.04% 149
2019
Q2 		$489K Buy
16,850
+53
+0.3% +$1.53K 0.05% 142
2019
Q1 		$463K Hold
16,797
– – 0.05% 142
2018
Q4 		$414K Sell
16,797
-894
-5% -$24.3K 0.05% 135
2018
Q3 		$521K Buy
17,691
+2
+0% +$61 0.06% 133
2018
Q2 		$499K Buy
17,689
+1,953
+12% +$58.3K 0.06% 136
2018
Q1 		$472K Buy
15,736
+2
+0% +$63 0.06% 139
2017
Q4 		$464K Sell
15,734
-30,533
-66% -$842K 0.06% 139
2017
Q3 		$1.17M Buy
46,267
+26,287
+132% +$638K 0.15% 101
2017
Q2 		$485K Buy
+19,980
New +$466K 0.07% 144
2016
Q4 		– Sell
-61,757
Closed -$966K – 184
2016
Q3 		$966K Sell
61,757
-997
-2% -$14.8K 0.15% 109
2016
Q2 		$833K Buy
62,754
+5,002
+9% +$70.3K 0.13% 107
2016
Q1 		$781K Buy
+57,752
New +$780K 0.12% 112

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment House LLC's BAC Position: Q2 2026 in Review

Investment House LLC reduced its Bank of America (BAC) stake by 2.9% in Q2 2026, selling an estimated $145K and leaving 92,248 shares worth $5.26M. The position accounts for 0.24% of the portfolio, ranked #80.

Investment House LLC first reported a position in BAC in Q1 2016 and has held it in 40 quarters since. The position peaked at $9.04M in Q2 2024. 1,713 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Investment House LLC held 92,248 shares of Bank of America worth $5.26M as of Q2 2026.
  • Investment House LLC sold 2,731 Bank of America shares in Q2 2026, an estimated $145K.
  • Bank of America made up 0.24% of Investment House LLC's portfolio in Q2 2026, its #80 holding.
  • Investment House LLC first reported a position in Bank of America in Q1 2016 and has held it in 40 quarters since.
  • Investment House LLC's Bank of America position peaked at $9.04M in Q2 2024.
  • 1,713 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.