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LGT Group Foundation’s Bank of America BAC Stock Holding History

LGT Group Foundation’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 		$51M Sell
1,046,537
-703,251
-40% -$36.3M 0.62% 36
2025
Q4 		$96.7M Buy
1,749,788
+139,244
+9% +$7.36M 1.05% 23
2025
Q3 		$81.6M Sell
1,610,544
-13,920
-0.9% -$679K 0.94% 23
2025
Q2 		$76.9M Sell
1,624,464
-467,541
-22% -$19.7M 0.96% 23
2025
Q1 		$87.3M Sell
2,092,005
-676,895
-24% -$30.2M 1.2% 19
2024
Q4 		$122M Buy
2,768,900
+164,453
+6% +$7.24M 1.88% 12
2024
Q3 		$102M Buy
2,604,447
+132,230
+5% +$5.3M 1.67% 14
2024
Q2 		$98.3M Buy
2,472,217
+1,135,676
+85% +$43.5M 1.55% 15
2024
Q1 		$50.7M Sell
1,336,541
-344,653
-21% -$11.8M 1.2% 19
2023
Q4 		$57M Buy
1,681,194
+356,204
+27% +$10.4M 1.26% 16
2023
Q3 		$35.4M Sell
1,324,990
-125,964
-9% -$3.73M 0.87% 26
2023
Q2 		$41.6M Buy
1,450,954
+593,114
+69% +$16.9M 1.01% 20
2023
Q1 		$24.5M Sell
857,840
-138,686
-14% -$4.58M 0.7% 32
2022
Q4 		$33M Buy
996,526
+113,267
+13% +$3.9M 1.03% 22
2022
Q3 		$26.7M Sell
883,259
-90,884
-9% -$3.04M 1.04% 22
2022
Q2 		$30.3M Sell
974,143
-143,940
-13% -$5.18M 0.92% 23
2022
Q1 		$45.7M Buy
1,118,083
+205,265
+22% +$9.26M 1.07% 20
2021
Q4 		$40.6M Buy
+912,818
New +$41.6M 1.05% 20

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Group Foundation's BAC Position: Q1 2026 in Review

LGT Group Foundation reduced its Bank of America (BAC) stake by 40% in Q1 2026, selling an estimated $36.3M and leaving 1,046,537 shares worth $51M. The position accounts for 0.62% of the portfolio, ranked #36.

LGT Group Foundation first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $122M in Q4 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • LGT Group Foundation held 1,046,537 shares of Bank of America worth $51M as of Q1 2026.
  • LGT Group Foundation sold 703,251 Bank of America shares in Q1 2026, an estimated $36.3M.
  • Bank of America made up 0.62% of LGT Group Foundation's portfolio in Q1 2026, its #36 holding.
  • LGT Group Foundation first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Bank of America position peaked at $122M in Q4 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.