Leuthold Group’s Bank of America BAC Stock Holding History

Leuthold Group’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	$8.92M	Sell	156,480 -8,563	-5%	-$455K	0.9%	31
2026 Q1	$8.05M	Buy	165,043 +2,757	+2%	+$142K	0.86%	32
2025 Q4	$8.93M	Buy	162,286 +535	+0.3%	+$28.3K	0.96%	31
2025 Q3	$8.34M	Buy	161,751 +5,483	+4%	+$267K	0.91%	36
2025 Q2	$7.39M	Sell	156,268 -2,410	-2%	-$101K	0.88%	36
2025 Q1	$6.62M	Sell	158,678 -11,026	-6%	-$491K	0.86%	36
2024 Q4	$7.46M	Sell	169,704 -6,146	-3%	-$270K	0.9%	35
2024 Q3	$6.98M	Buy	175,850 +24,804	+16%	+$994K	0.78%	47
2024 Q2	$6.01M	Buy	+151,046	New	+$5.79M	0.69%	53
2017 Q4	–	Sell	-34,643	Closed	-$878K	–	195
2017 Q3	$878K	Buy	+34,643	New	+$841K	0.09%	162
2013 Q4	–	Sell	-88,544	Closed	-$1.22M	–	211
2013 Q3	$1.22M	Sell	88,544 -10,676	-11%	-$152K	0.11%	206
2013 Q2	$1.28M	Buy	+99,220	New	+$1.27M	0.12%	201

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leuthold Group's BAC Position: Q2 2026 in Review

Leuthold Group reduced its Bank of America (BAC) stake by 5.2% in Q2 2026, selling an estimated $455K and leaving 156,480 shares worth $8.92M. The position accounts for 0.9% of the portfolio, ranked #31.

Leuthold Group first reported a position in BAC in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.93M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Leuthold Group held 156,480 shares of Bank of America worth $8.92M as of Q2 2026.
Leuthold Group sold 8,563 Bank of America shares in Q2 2026, an estimated $455K.
Bank of America made up 0.9% of Leuthold Group's portfolio in Q2 2026, its #31 holding.
Leuthold Group first reported a position in Bank of America in Q2 2013 and has held it in 12 quarters since.
Leuthold Group's Bank of America position peaked at $8.93M in Q4 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.