Kovitz Investment Group Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Sell |
676,605
-19,532
| -3% | -$1.01M | 0.76% | 29 |
|
|
2025
Q4 | $38.3M | Sell |
696,137
-133,591
| -16% | -$7.06M | 0.85% | 25 |
|
|
2025
Q3 | $42.8M | Sell |
829,728
-332,353
| -29% | -$16.2M | 0.17% | 120 |
|
|
2025
Q2 | $55M | Buy |
1,162,081
+9,976
| +0.9% | +$420K | 0.24% | 93 |
|
|
2025
Q1 | $48.1M | Buy |
1,152,105
+392,588
| +52% | +$17.5M | 0.24% | 96 |
|
|
2024
Q4 | $33.4M | Buy |
759,517
+38,162
| +5% | +$1.68M | 0.16% | 119 |
|
|
2024
Q3 | $25.3M | Buy |
721,355
+135,923
| +23% | +$5.45M | 0.18% | 109 |
|
|
2024
Q2 | $23.3M | Buy |
585,432
+220,527
| +60% | +$8.45M | 0.2% | 88 |
|
|
2024
Q1 | $13.8M | Sell |
364,905
-8,874
| -2% | -$305K | 0.18% | 84 |
|
|
2023
Q4 | $12.6M | Sell |
373,779
-179,232
| -32% | -$5.22M | 0.21% | 48 |
|
|
2023
Q3 | $15.1M | Sell |
553,011
-1,941
| -0.3% | -$57.4K | 0.27% | 47 |
|
|
2023
Q2 | $15.9M | Buy |
554,952
+4,270
| +0.8% | +$122K | 0.23% | 48 |
|
|
2023
Q1 | $15.8M | Buy |
550,682
+55,986
| +11% | +$1.85M | 0.27% | 53 |
|
|
2022
Q4 | $16.4M | Buy |
494,696
+27,146
| +6% | +$935K | 0.32% | 46 |
|
|
2022
Q3 | $14.1M | Buy |
467,550
+18,360
| +4% | +$614K | 0.33% | 46 |
|
|
2022
Q2 | $14M | Buy |
449,190
+20,973
| +5% | +$755K | 0.31% | 50 |
|
|
2022
Q1 | $17.7M | Sell |
428,217
-49,304
| -10% | -$2.22M | 0.34% | 45 |
|
|
2021
Q4 | $14.5M | Buy |
477,521
+39,275
| +9% | +$1.79M | 0.34% | 47 |
|
|
2021
Q3 | $18.6M | Sell |
438,246
-9,969
| -2% | -$402K | 0.37% | 40 |
|
|
2021
Q2 | $18.5M | Sell |
448,215
-3,144
| -0.7% | -$129K | 0.36% | 43 |
|
|
2021
Q1 | $17.5M | Sell |
451,359
-25,761
| -5% | -$889K | 0.41% | 44 |
|
|
2020
Q4 | $14.5M | Sell |
477,120
-21,349
| -4% | -$572K | 0.35% | 46 |
|
|
2020
Q3 | $12M | Sell |
498,469
-7,365
| -1% | -$183K | 0.34% | 49 |
|
|
2020
Q2 | $12M | Buy |
505,834
+11,945
| +2% | +$282K | 0.37% | 50 |
|
|
2020
Q1 | $10.5M | Sell |
493,889
-915,165
| -65% | -$27.4M | 0.38% | 51 |
|
|
2019
Q4 | $49.6M | Sell |
1,409,054
-10,483
| -0.7% | -$339K | 1.44% | 24 |
|
|
2019
Q3 | $41.4M | Sell |
1,419,537
-667,565
| -32% | -$19.2M | 1.32% | 27 |
|
|
2019
Q2 | $60.5M | Sell |
2,087,102
-395,608
| -16% | -$11.4M | 1.91% | 16 |
|
|
2019
Q1 | $59.2M | Buy |
2,482,710
+139,112
| +6% | +$3.93M | 1.87% | 17 |
|
|
2018
Q4 | $57.7M | Buy |
2,343,598
+301,147
| +15% | +$8.17M | 2.28% | 13 |
|
|
2018
Q3 | $60.2M | Sell |
2,042,451
-8,757
| -0.4% | -$267K | 2.74% | 13 |
|
|
2018
Q2 | $57.8M | Sell |
2,051,208
-354,946
| -15% | -$10.6M | 2.69% | 15 |
|
|
2018
Q1 | $72.2M | Sell |
2,406,154
-502,415
| -17% | -$15.8M | 3.48% | 6 |
|
|
2017
Q4 | $85.9K | Sell |
2,908,569
-171,125
| -6% | -$4.72M | 3.67% | 6 |
|
|
2017
Q3 | $78M | Sell |
3,079,694
-16,546
| -0.5% | -$402K | 3.88% | 6 |
|
|
2017
Q2 | $75.1M | Buy |
3,096,240
+16,040
| +0.5% | +$374K | 4% | 5 |
|
|
2017
Q1 | $72.7M | Buy |
3,080,200
+14,430
| +0.5% | +$342K | 3.99% | 6 |
|
|
2016
Q4 | $67.8M | Sell |
3,065,770
-1,378,843
| -31% | -$26.6M | 3.95% | 5 |
|
|
2016
Q3 | $69.6M | Sell |
4,444,613
-16,587
| -0.4% | -$247K | 4.28% | 4 |
|
|
2016
Q2 | $54.6M | Sell |
4,461,200
-202,634
| -4% | -$2.85M | 3.79% | 6 |
|
|
2016
Q1 | $63.1M | Buy |
+4,663,834
| New | +$63M | 3.72% | 6 |
|
Other funds holding BAC
VCM
VPM
Kovitz Investment Group Partners's BAC Position: Q1 2026 in Review
Kovitz Investment Group Partners reduced its Bank of America (BAC) stake by 2.8% in Q1 2026, selling an estimated $1.01M and leaving 676,605 shares worth $33M. The position accounts for 0.76% of the portfolio, ranked #29.
Kovitz Investment Group Partners first reported a position in BAC in Q1 2016 and has held it in 41 quarters since. The position peaked at $78M in Q3 2017. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Kovitz Investment Group Partners held 676,605 shares of Bank of America worth $33M as of Q1 2026.
- Kovitz Investment Group Partners sold 19,532 Bank of America shares in Q1 2026, an estimated $1.01M.
- Bank of America made up 0.76% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #29 holding.
- Kovitz Investment Group Partners first reported a position in Bank of America in Q1 2016 and has held it in 41 quarters since.
- Kovitz Investment Group Partners's Bank of America position peaked at $78M in Q3 2017.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.