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Leavell Investment Management’s Bank of America BAC Stock Holding History

Leavell Investment 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 		$1.36M Buy
23,876
+1,760
+8% +$93.6K 0.05% 278
2026
Q1 		$1.08M Buy
22,116
+523
+2% +$27K 0.04% 300
2025
Q4 		$1.19M Buy
21,593
+500
+2% +$26.4K 0.05% 280
2025
Q3 		$1.09M Buy
21,093
+993
+5% +$48.4K 0.05% 291
2025
Q2 		$951K Buy
20,100
+3,292
+20% +$138K 0.04% 308
2025
Q1 		$701K Buy
16,808
+857
+5% +$38.2K 0.03% 329
2024
Q4 		$701K Buy
15,951
+4,342
+37% +$191K 0.03% 325
2024
Q3 		$461K Sell
11,609
-14
-0.1% -$561 0.02% 398
2024
Q2 		$462K Sell
11,623
-2,815
-19% -$108K 0.03% 366
2024
Q1 		$547K Sell
14,438
-5
-0% -$172 0.03% 338
2023
Q4 		$486K Sell
14,443
-1,034
-7% -$30.1K 0.03% 332
2023
Q3 		$424K Buy
15,477
+40
+0.3% +$1.18K 0.03% 344
2023
Q2 		$443K Sell
15,437
-803
-5% -$22.9K 0.03% 346
2023
Q1 		$464K Sell
16,240
-4,040
-20% -$133K 0.03% 329
2022
Q4 		$672K Buy
20,280
+1,964
+11% +$67.6K 0.05% 288
2022
Q3 		$553K Sell
18,316
-1,235
-6% -$41.3K 0.04% 297
2022
Q2 		$609K Buy
19,551
+400
+2% +$14.4K 0.05% 288
2022
Q1 		$789K Sell
19,151
-3,000
-14% -$135K 0.05% 264
2021
Q4 		$985K Buy
22,151
+200
+0.9% +$9.11K 0.07% 241
2021
Q3 		$932K Buy
21,951
+2,202
+11% +$88.7K 0.07% 227
2021
Q2 		$764K Hold
19,749
– – 0.06% 235
2021
Q1 		$764K Hold
19,749
– – 0.06% 235
2020
Q4 		$599K Sell
19,749
-759
-4% -$20.3K 0.05% 254
2020
Q3 		$494K Sell
20,508
-100
-0.5% -$2.49K 0.04% 266
2020
Q2 		$489K Buy
20,608
+995
+5% +$23.5K 0.05% 257
2020
Q1 		$416K Buy
19,613
+97
+0.5% +$2.91K 0.05% 254
2019
Q4 		$687K Hold
19,516
– – 0.06% 234
2019
Q3 		$569K Buy
19,516
+1,814
+10% +$52.2K 0.06% 250
2019
Q2 		$513K Hold
17,702
– – 0.05% 261
2019
Q1 		$488K Hold
17,702
– – 0.05% 259
2018
Q4 		$436K Hold
17,702
– – 0.05% 255
2018
Q3 		$522K Buy
17,702
+252
+1% +$7.67K 0.06% 251
2018
Q2 		$492K Hold
17,450
– – 0.06% 255
2018
Q1 		$523K Hold
17,450
– – 0.06% 249
2017
Q4 		$515K Sell
17,450
-150
-0.9% -$4.13K 0.06% 255
2017
Q3 		$446K Hold
17,600
– – 0.06% 259
2017
Q2 		$427K Sell
17,600
-75
-0.4% -$1.75K 0.05% 268
2017
Q1 		$417K Hold
17,675
– – 0.05% 263
2016
Q4 		$391K Sell
17,675
-10,600
-37% -$204K 0.05% 266
2016
Q3 		$443K Sell
28,275
-2,125
-7% -$31.6K 0.07% 251
2016
Q2 		$403K Sell
30,400
-250
-0.8% -$3.51K 0.06% 270
2016
Q1 		$414K Sell
30,650
-850
-3% -$11.5K 0.06% 257
2015
Q4 		$530K Hold
31,500
– – 0.08% 217
2015
Q3 		$491K Sell
31,500
-4,300
-12% -$72.3K 0.08% 217
2015
Q2 		$609K Buy
35,800
+1,700
+5% +$28K 0.09% 211
2015
Q1 		$525K Hold
34,100
– – 0.08% 230
2014
Q4 		$610K Sell
34,100
-4,635
-12% -$79.3K 0.09% 207
2014
Q3 		$660K Sell
38,735
-55,000
-59% -$876K 0.1% 201
2014
Q2 		$1.44M Sell
93,735
-9,605
-9% -$149K 0.23% 136
2014
Q1 		$1.78M Buy
103,340
+18,655
+22% +$314K 0.3% 106
2013
Q4 		$1.32M Sell
84,685
-2,250
-3% -$33.4K 0.22% 131
2013
Q3 		$1.2M Hold
86,935
– – 0.22% 126
2013
Q2 		$1.12M Buy
+86,935
New +$1.11M 0.21% 126

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Leavell Investment Management's BAC Position: Q2 2026 in Review

Leavell Investment Management increased its Bank of America (BAC) stake by 8% in Q2 2026, buying an estimated $93.6K and bringing the position to 23,876 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #278.

Leavell Investment Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.78M in Q1 2014. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Leavell Investment Management held 23,876 shares of Bank of America worth $1.36M as of Q2 2026.
  • Leavell Investment Management bought 1,760 Bank of America shares in Q2 2026, an estimated $93.6K.
  • Bank of America made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #278 holding.
  • Leavell Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Bank of America position peaked at $1.78M in Q1 2014.
  • 934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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