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LMCG Investments’s Bank of America BAC Stock Holding History

LMCG Investments’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 		$9.95M Sell
174,600
-5,977
-3% -$318K 0.53% 67
2026
Q1 		$8.8M Sell
180,577
-2,861
-2% -$148K 0.52% 70
2025
Q4 		$10.1M Sell
183,438
-5,039
-3% -$266K 0.58% 60
2025
Q3 		$9.72M Sell
188,477
-6,113
-3% -$298K 0.57% 62
2025
Q2 		$9.21M Sell
194,590
-5,343
-3% -$225K 0.58% 59
2025
Q1 		$8.34M Buy
199,933
+137
+0.1% +$6.11K 0.55% 63
2024
Q4 		$8.78M Sell
199,796
-3,589
-2% -$158K 0.54% 65
2024
Q3 		$8.07M Sell
203,385
-78,652
-28% -$3.15M 0.49% 79
2024
Q2 		$11.2M Buy
282,037
+8,731
+3% +$335K 0.65% 54
2024
Q1 		$10.4M Buy
273,306
+5,440
+2% +$187K 0.61% 63
2023
Q4 		$9.02M Sell
267,866
-12,195
-4% -$355K 0.56% 65
2023
Q3 		$7.67M Sell
280,061
-8,626
-3% -$255K 0.52% 67
2023
Q2 		$8.28M Sell
288,687
-13,147
-4% -$375K 0.54% 64
2023
Q1 		$8.63M Sell
301,834
-3,123
-1% -$103K 0.58% 63
2022
Q4 		$10.1M Sell
304,957
-282
-0.1% -$9.71K 0.7% 41
2022
Q3 		$9.22M Buy
305,239
+10,598
+4% +$354K 0.67% 43
2022
Q2 		$9.17M Buy
294,641
+28,631
+11% +$1.03M 0.63% 47
2022
Q1 		$11M Buy
+266,010
New +$12M 0.64% 42
2015
Q3 		$3.76M Sell
241,488
-3,289
-1% -$55.3K 0.08% 324
2015
Q2 		$4.17M Sell
244,777
-98,739
-29% -$1.63M 0.09% 309
2015
Q1 		$5.29M Buy
343,516
+2,121
+0.6% +$34.1K 0.11% 300
2014
Q4 		$6.11M Buy
341,395
+1,849
+0.5% +$31.6K 0.13% 261
2014
Q3 		$5.79M Buy
339,546
+4,010
+1% +$63.8K 0.13% 262
2014
Q2 		$5.16M Sell
335,536
-21,977
-6% -$341K 0.11% 275
2014
Q1 		$6.15M Buy
357,513
+5,404
+2% +$90.9K 0.14% 250
2013
Q4 		$5.48M Sell
352,109
-10,318
-3% -$153K 0.12% 255
2013
Q3 		$5M Sell
362,427
-5,693
-2% -$81.3K 0.12% 254
2013
Q2 		$4.73M Buy
+368,120
New +$4.69M 0.12% 248

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMCG Investments's BAC Position: Q2 2026 in Review

LMCG Investments reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $318K and leaving 174,600 shares worth $9.95M. The position accounts for 0.53% of the portfolio, ranked #67.

LMCG Investments first reported a position in BAC in Q2 2013 and has held it in 28 quarters since. The position peaked at $11.2M in Q2 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LMCG Investments held 174,600 shares of Bank of America worth $9.95M as of Q2 2026.
  • LMCG Investments sold 5,977 Bank of America shares in Q2 2026, an estimated $318K.
  • Bank of America made up 0.53% of LMCG Investments's portfolio in Q2 2026, its #67 holding.
  • LMCG Investments first reported a position in Bank of America in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Bank of America position peaked at $11.2M in Q2 2024.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.