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 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 $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

Leuthold Group's BAC Position: Q1 2026 in Review

Leuthold Group increased its Bank of America (BAC) stake by 1.7% in Q1 2026, buying an estimated $142K and bringing the position to 165,043 shares worth $8.05M. The position accounts for 0.86% of the portfolio, ranked #32.

Leuthold Group first reported a position in BAC in Q2 2013 and has held it in 11 quarters since. The position peaked at $8.93M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Leuthold Group held 165,043 shares of Bank of America worth $8.05M as of Q1 2026.
Leuthold Group bought 2,757 Bank of America shares in Q1 2026, an estimated $142K.
Bank of America made up 0.86% of Leuthold Group's portfolio in Q1 2026, its #32 holding.
Leuthold Group first reported a position in Bank of America in Q2 2013 and has held it in 11 quarters since.
Leuthold Group's Bank of America position peaked at $8.93M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.