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

Legato 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 Q1	$3.87M	Buy	79,472 +37,872	+91%	+$1.95M	0.35%	60
2025 Q4	$2.29M	Buy	+41,600	New	+$2.2M	0.2%	148
2025 Q3	–	Sell	-46,721	Closed	-$2.21M	–	566
2025 Q2	$2.21M	Hold	46,721	–	–	0.26%	98
2025 Q1	$1.95M	Hold	46,721	–	–	0.26%	103
2024 Q4	$2.05M	Hold	46,721	–	–	0.27%	94
2024 Q3	$1.85M	Sell	46,721 -10,776	-19%	-$432K	0.23%	133
2024 Q2	$2.29M	Sell	57,497 -26,347	-31%	-$1.01M	0.31%	77
2024 Q1	$3.18M	Hold	83,844	–	–	0.38%	56
2023 Q4	$2.82M	Hold	83,844	–	–	0.37%	58
2023 Q3	$2.3M	Hold	83,844	–	–	0.33%	65
2023 Q2	$2.41M	Hold	83,844	–	–	0.33%	76
2023 Q1	$2.4M	Buy	83,844 +12,568	+18%	+$415K	0.44%	50
2022 Q4	$2.36M	Buy	+71,276	New	+$2.46M	0.45%	41
2021 Q3	–	Sell	-55,491	Closed	-$2.29M	–	205
2021 Q2	$2.29M	Buy	+55,491	New	+$2.27M	0.32%	88

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legato Capital Management's BAC Position: Q1 2026 in Review

Legato Capital Management increased its Bank of America (BAC) stake by 91% in Q1 2026, buying an estimated $1.95M and bringing the position to 79,472 shares worth $3.87M. The position accounts for 0.35% of the portfolio, ranked #60.

Legato Capital Management first reported a position in BAC in Q2 2021 and has held it in 14 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Legato Capital Management held 79,472 shares of Bank of America worth $3.87M as of Q1 2026.
Legato Capital Management bought 37,872 Bank of America shares in Q1 2026, an estimated $1.95M.
Bank of America made up 0.35% of Legato Capital Management's portfolio in Q1 2026, its #60 holding.
Legato Capital Management first reported a position in Bank of America in Q2 2021 and has held it in 14 quarters since.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.