Lewis Asset Management’s Bank of America BAC Stock Holding History

Lewis Asset 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	$719K	Buy	12,616 +15	+0.1%	+$798	0.25%	89
2026 Q1	$614K	Buy	12,601 +24	+0.2%	+$1.24K	0.25%	98
2025 Q4	$692K	Sell	12,577 -249	-2%	-$13.2K	0.28%	87
2025 Q3	$662K	Sell	12,826 -183	-1%	-$8.93K	0.27%	86
2025 Q2	$616K	Buy	13,009 +5,783	+80%	+$243K	0.29%	86
2025 Q1	$302K	Buy	7,226 +2,313	+47%	+$103K	0.25%	102
2024 Q4	$216K	Sell	4,913 -322	-6%	-$14.2K	0.16%	122
2024 Q3	$208K	Buy	+5,235	New	+$210K	0.15%	128

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

Lewis Asset Management's BAC Position: Q2 2026 in Review

Lewis Asset Management increased its Bank of America (BAC) stake by 0.12% in Q2 2026, buying an estimated $798 and bringing the position to 12,616 shares worth $719K. The position accounts for 0.25% of the portfolio, ranked #89.

Lewis Asset Management first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 1,670 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lewis Asset Management held 12,616 shares of Bank of America worth $719K as of Q2 2026.
Lewis Asset Management bought 15 Bank of America shares in Q2 2026, an estimated $798.
Bank of America made up 0.25% of Lewis Asset Management's portfolio in Q2 2026, its #89 holding.
Lewis Asset Management first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
1,670 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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