Lazari Capital Management’s Bank of America BAC Stock Holding History

Lazari Capital Management’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	$5.03M	Sell	88,237 -1,327	-1%	-$70.6K	1.55%	12
2026 Q1	$4.37M	Sell	89,564 -1,753	-2%	-$90.5K	1.52%	13
2025 Q4	$5.02M	Sell	91,317 -1,299	-1%	-$68.7K	1.69%	12
2025 Q3	$4.78M	Sell	92,616 -7,257	-7%	-$354K	1.61%	12
2025 Q2	$4.73M	Buy	99,873 +4,836	+5%	+$203K	1.78%	12
2025 Q1	$3.97M	Sell	95,037 -3,600	-4%	-$160K	1.62%	11
2024 Q4	$4.34M	Sell	98,637 -608	-0.6%	-$26.8K	1.73%	12
2024 Q3	$3.94M	Sell	99,245 -5,455	-5%	-$219K	1.68%	11
2024 Q2	$4.16M	Buy	104,700 +1,368	+1%	+$52.4K	1.88%	11
2024 Q1	$3.92M	Sell	103,332 -21,416	-17%	-$735K	2.13%	10
2023 Q4	$4.2M	Sell	124,748 -3,080	-2%	-$89.7K	2.4%	9
2023 Q3	$3.5M	Sell	127,828 -10,482	-8%	-$310K	2.09%	10
2023 Q2	$3.97M	Buy	+138,310	New	+$3.95M	2.23%	9

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lazari Capital Management's BAC Position: Q2 2026 in Review

Lazari Capital Management reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $70.6K and leaving 88,237 shares worth $5.03M. The position accounts for 1.55% of the portfolio, ranked #12.

Lazari Capital Management first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lazari Capital Management held 88,237 shares of Bank of America worth $5.03M as of Q2 2026.
Lazari Capital Management sold 1,327 Bank of America shares in Q2 2026, an estimated $70.6K.
Bank of America made up 1.55% of Lazari Capital Management's portfolio in Q2 2026, its #12 holding.
Lazari Capital Management first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.