LIA
BAC icon

LS Investment Advisors’s Bank of America BAC Stock Holding History

LS Investment Advisors’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 		$13.7M Sell
240,433
-7,449
-3% -$396K 1.86% 16
2026
Q1 		$12.1M Sell
247,882
-12,997
-5% -$671K 1.81% 16
2025
Q4 		$14.3M Sell
260,879
-1,826
-0.7% -$96.5K 2.01% 15
2025
Q3 		$13.6M Sell
262,705
-10,646
-4% -$519K 1.91% 17
2025
Q2 		$12.9M Sell
273,351
-2,314
-0.8% -$97.4K 1.89% 19
2025
Q1 		$11.5M Sell
275,665
-7,159
-3% -$319K 1.77% 19
2024
Q4 		$12.4M Sell
282,824
-957
-0.3% -$42.1K 1.82% 18
2024
Q3 		$11.3M Sell
283,781
-3,274
-1% -$131K 1.66% 19
2024
Q2 		$11.4M Sell
287,055
-5,918
-2% -$227K 1.78% 18
2024
Q1 		$11.1M Sell
292,973
-424
-0.1% -$14.6K 1.76% 18
2023
Q4 		$9.88M Sell
293,397
-5,732
-2% -$167K 1.71% 19
2023
Q3 		$8.19M Sell
299,129
-3,497
-1% -$103K 1.54% 25
2023
Q2 		$8.68M Buy
302,626
+3,242
+1% +$92.5K 1.52% 24
2023
Q1 		$8.56M Sell
299,384
-12,685
-4% -$419K 1.59% 22
2022
Q4 		$10.3M Sell
312,069
-7,438
-2% -$256K 2.01% 14
2022
Q3 		$9.65M Buy
319,507
+11,815
+4% +$395K 1.96% 18
2022
Q2 		$9.58M Sell
307,692
-3,024
-1% -$109K 1.79% 19
2022
Q1 		$12.8M Buy
310,716
+150
+0% +$6.77K 2.03% 14
2021
Q4 		$13.8M Sell
310,566
-71,555
-19% -$3.26M 2.09% 14
2021
Q3 		$16.2M Buy
382,121
+3,963
+1% +$160K 2.09% 16
2021
Q2 		$15.6M Sell
378,158
-201,257
-35% -$8.25M 1.97% 17
2021
Q1 		$22.4M Sell
579,415
-14,475
-2% -$499K 1.25% 13
2020
Q4 		$18M Sell
593,890
-22,083
-4% -$592K 0.95% 18
2020
Q3 		$14.8M Sell
615,973
-12,196
-2% -$304K 0.84% 23
2020
Q2 		$14.9M Sell
628,169
-29,925
-5% -$707K 0.93% 17
2020
Q1 		$14M Sell
658,094
-28,013
-4% -$840K 1.01% 17
2019
Q4 		$24.2M Sell
686,107
-20,028
-3% -$647K 1.3% 6
2019
Q3 		$20.6M Sell
706,135
-10,554
-1% -$303K 1.2% 10
2019
Q2 		$20.8M Sell
716,689
-1,906
-0.3% -$55K 1.26% 9
2019
Q1 		$19.8M Sell
718,595
-20,054
-3% -$567K 1.24% 8
2018
Q4 		$18.2M Sell
738,649
-25,307
-3% -$687K 1.27% 7
2018
Q3 		$22.5M Sell
763,956
-7,351
-1% -$224K 1.29% 5
2018
Q2 		$21.7M Sell
771,307
-47,326
-6% -$1.41M 1.31% 4
2018
Q1 		$24.6M Sell
818,633
-19,401
-2% -$609K 1.46% 4
2017
Q4 		$24.7M Sell
838,034
-24,122
-3% -$665K 1.44% 4
2017
Q3 		$21.8M Sell
862,156
-8,058
-0.9% -$196K 1.3% 4
2017
Q2 		$21.1M Buy
870,214
+11,111
+1% +$259K 1.29% 7
2017
Q1 		$20.3M Buy
859,103
+545,956
+174% +$13M 1.3% 7
2016
Q4 		$6.92M Buy
313,147
+8,195
+3% +$158K 0.49% 46
2016
Q3 		$4.77M Sell
304,952
-17,211
-5% -$256K 0.35% 56
2016
Q2 		$4.28M Buy
322,163
+15,875
+5% +$223K 0.3% 78
2016
Q1 		$4.14M Buy
306,288
+9,665
+3% +$130K 0.31% 71
2015
Q4 		$4.99M Sell
296,623
-2,749
-0.9% -$46.5K 0.39% 57
2015
Q3 		$4.66M Buy
299,372
+13,229
+5% +$223K 0.38% 56
2015
Q2 		$4.87M Buy
286,143
+23,091
+9% +$381K 0.36% 59
2015
Q1 		$4.05M Buy
263,052
+85,171
+48% +$1.37M 0.31% 74
2014
Q4 		$3.18M Buy
177,881
+8,918
+5% +$153K 0.26% 78
2014
Q3 		$2.88M Buy
168,963
+2,784
+2% +$44.3K 0.25% 88
2014
Q2 		$2.55M Sell
166,179
-1,218
-0.7% -$18.9K 0.22% 105
2014
Q1 		$2.88M Buy
167,397
+84,816
+103% +$1.43M 0.24% 89
2013
Q4 		$1.29M Buy
82,581
+35,242
+74% +$523K 0.12% 169
2013
Q3 		$653K Buy
47,339
+16,986
+56% +$242K 0.08% 188
2013
Q2 		$390K Buy
+30,353
New +$387K 0.05% 199

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LS Investment Advisors's BAC Position: Q2 2026 in Review

LS Investment Advisors reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $396K and leaving 240,433 shares worth $13.7M. The position accounts for 1.86% of the portfolio, ranked #16.

LS Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.7M in Q4 2017. 840 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LS Investment Advisors held 240,433 shares of Bank of America worth $13.7M as of Q2 2026.
  • LS Investment Advisors sold 7,449 Bank of America shares in Q2 2026, an estimated $396K.
  • Bank of America made up 1.86% of LS Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • LS Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's Bank of America position peaked at $24.7M in Q4 2017.
  • 840 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.