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Logan Capital Management’s Bank of America BAC Stock Holding History

Logan Capital 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 		– Sell
-6,331
Closed -$309K – 465
2026
Q1 		$309K Buy
+6,331
New +$327K 0.01% 261

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logan Capital Management's BAC Position: Q2 2026 in Review

Logan Capital Management opened a new position in Bank of America (BAC) in Q2 2026: 6,331 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in BAC as recently as Q4 2025.

Logan Capital Management first reported a position in BAC in Q4 2016 and has held it in 34 quarters since. The position peaked at $513K in Q4 2017. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Logan Capital Management held 6,331 shares of Bank of America worth $361K as of Q2 2026.
  • Bank of America was a new Logan Capital Management position in Q2 2026.
  • Bank of America made up 0.01% of Logan Capital Management's portfolio in Q2 2026, its #260 holding.
  • Logan Capital Management first reported a position in Bank of America in Q4 2016 and has held it in 34 quarters since.
  • Logan Capital Management's Bank of America position peaked at $513K in Q4 2017.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.