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Kerrisdale Advisers’s Bank of America BAC Stock Holding History

Kerrisdale Advisers’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 		$1.52M Hold
26,730
– – 0.38% 51
2026
Q1 		$1.3M Buy
+26,730
New +$1.38M 0.5% 49
2025
Q2 		– Sell
-25,789
Closed -$1.08M – 69
2025
Q1 		$1.08M Sell
25,789
-13,970
-35% -$623K 0.45% 38
2024
Q4 		$1.75M Sell
39,759
-45,370
-53% -$2M 0.59% 37
2024
Q3 		$3.38M Sell
85,129
-50,125
-37% -$2.01M 1.15% 27
2024
Q2 		$5.38M Sell
135,254
-51,975
-28% -$1.99M 1.68% 19
2024
Q1 		$7.1M Sell
187,229
-21,070
-10% -$723K 2.23% 12
2023
Q4 		$7.01M Buy
208,299
+7,450
+4% +$217K 2.09% 14
2023
Q3 		$5.5M Sell
200,849
-25,340
-11% -$750K 1.74% 17
2023
Q2 		$6.49M Hold
226,189
– – 1.75% 18
2023
Q1 		$6.47M Buy
226,189
+54,109
+31% +$1.79M 1.92% 18
2022
Q4 		$5.7M Sell
172,080
-289,535
-63% -$9.97M 1.69% 19
2022
Q3 		$13.9M Buy
461,615
+256,035
+125% +$8.56M 3.39% 10
2022
Q2 		$6.4M Buy
+205,580
New +$7.4M 2.01% 18
2013
Q4 		– Sell
-409,251
Closed -$5.65M – 57
2013
Q3 		$5.65M Sell
409,251
-244,243
-37% -$3.49M 2.62% 13
2013
Q2 		$8.4M Buy
+653,494
New +$8.33M 3.87% 10

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 $3.37T AUM 44.26% 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

Kerrisdale Advisers's BAC Position: Q2 2026 in Review

Kerrisdale Advisers held its Bank of America (BAC) position steady in Q2 2026 at 26,730 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #51.

Kerrisdale Advisers first reported a position in BAC in Q2 2013 and has held it in 16 quarters since. The position peaked at $13.9M in Q3 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kerrisdale Advisers held 26,730 shares of Bank of America worth $1.52M as of Q2 2026.
  • Kerrisdale Advisers left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.38% of Kerrisdale Advisers's portfolio in Q2 2026, its #51 holding.
  • Kerrisdale Advisers first reported a position in Bank of America in Q2 2013 and has held it in 16 quarters since.
  • Kerrisdale Advisers's Bank of America position peaked at $13.9M in Q3 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.