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J. Derek Lewis & Associates’s Bank of America BAC Stock Holding History

J. Derek Lewis & Associates’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 		$320K Sell
5,618
-18,392
-77% -$978K 0.06% 135
2026
Q1 		$1.17M Buy
24,010
+404
+2% +$20.8K 0.26% 51
2025
Q4 		$1.3M Buy
+23,606
New +$1.25M 0.3% 46

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

J. Derek Lewis & Associates's BAC Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Bank of America (BAC) stake by 77% in Q2 2026, selling an estimated $978K and leaving 5,618 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #135.

J. Derek Lewis & Associates first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • J. Derek Lewis & Associates held 5,618 shares of Bank of America worth $320K as of Q2 2026.
  • J. Derek Lewis & Associates sold 18,392 Bank of America shares in Q2 2026, an estimated $978K.
  • Bank of America made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #135 holding.
  • J. Derek Lewis & Associates first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Bank of America position peaked at $1.3M in Q4 2025.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.