Massachusetts Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487M | Sell |
9,833,307
-415,810
| -4% | -$21.5M | 0.16% | 137 |
|
|
2025
Q4 | $564M | Sell |
10,249,117
-1,207,386
| -11% | -$63.8M | 0.18% | 128 |
|
|
2025
Q3 | $591M | Sell |
11,456,503
-1,439,235
| -11% | -$70.2M | 0.18% | 135 |
|
|
2025
Q2 | $610M | Sell |
12,895,738
-1,426,832
| -10% | -$60M | 0.19% | 132 |
|
|
2025
Q1 | $598M | Sell |
14,322,570
-513,172
| -3% | -$22.9M | 0.2% | 133 |
|
|
2024
Q4 | $652M | Sell |
14,835,742
-1,030,633
| -6% | -$45.3M | 0.21% | 133 |
|
|
2024
Q3 | $630M | Sell |
15,866,375
-1,561,152
| -9% | -$62.6M | 0.19% | 141 |
|
|
2024
Q2 | $693M | Sell |
17,427,527
-435,183
| -2% | -$16.7M | 0.21% | 123 |
|
|
2024
Q1 | $677M | Sell |
17,862,710
-727,852
| -4% | -$25M | 0.2% | 129 |
|
|
2023
Q4 | $626M | Sell |
18,590,562
-5,839
| -0% | -$170K | 0.2% | 127 |
|
|
2023
Q3 | $509M | Sell |
18,596,401
-719,313
| -4% | -$21.3M | 0.18% | 137 |
|
|
2023
Q2 | $554M | Sell |
19,315,714
-85,272
| -0.4% | -$2.43M | 0.18% | 139 |
|
|
2023
Q1 | $555M | Buy |
19,400,986
+1,546,610
| +9% | +$51.1M | 0.19% | 137 |
|
|
2022
Q4 | $591M | Sell |
17,854,376
-697,403
| -4% | -$24M | 0.21% | 128 |
|
|
2022
Q3 | $560M | Sell |
18,551,779
-89,334
| -0.5% | -$2.99M | 0.21% | 130 |
|
|
2022
Q2 | $580M | Buy |
18,641,113
+451,711
| +2% | +$16.3M | 0.2% | 131 |
|
|
2022
Q1 | $750M | Sell |
18,189,402
-609,566
| -3% | -$27.5M | 0.22% | 115 |
|
|
2021
Q4 | $836M | Sell |
18,798,968
-218,452
| -1% | -$9.95M | 0.23% | 115 |
|
|
2021
Q3 | $807M | Sell |
19,017,420
-6,214,145
| -25% | -$250M | 0.24% | 116 |
|
|
2021
Q2 | $1.04B | Sell |
25,231,565
-207,118
| -0.8% | -$8.49M | 0.3% | 96 |
|
|
2021
Q1 | $984M | Sell |
25,438,683
-530,239
| -2% | -$18.3M | 0.3% | 96 |
|
|
2020
Q4 | $787M | Buy |
25,968,922
+1,847,743
| +8% | +$49.5M | 0.25% | 109 |
|
|
2020
Q3 | $581M | Buy |
24,121,179
+3,066,800
| +15% | +$76.4M | 0.21% | 120 |
|
|
2020
Q2 | $500M | Buy |
21,054,379
+8,302,348
| +65% | +$196M | 0.2% | 124 |
|
|
2020
Q1 | $271M | Buy |
12,752,031
+319,662
| +3% | +$9.58M | 0.13% | 156 |
|
|
2019
Q4 | $438M | Sell |
12,432,369
-926,942
| -7% | -$30M | 0.16% | 140 |
|
|
2019
Q3 | $390M | Sell |
13,359,311
-706,676
| -5% | -$20.3M | 0.16% | 142 |
|
|
2019
Q2 | $408M | Sell |
14,065,987
-4,867,505
| -26% | -$140M | 0.17% | 138 |
|
|
2019
Q1 | $522M | Sell |
18,933,492
-468,127
| -2% | -$13.2M | 0.22% | 116 |
|
|
2018
Q4 | $478M | Sell |
19,401,619
-1,086,576
| -5% | -$29.5M | 0.23% | 109 |
|
|
2018
Q3 | $604M | Sell |
20,488,195
-6,130,267
| -23% | -$187M | 0.25% | 107 |
|
|
2018
Q2 | $750M | Buy |
26,618,462
+1,460,474
| +6% | +$43.6M | 0.32% | 88 |
|
|
2018
Q1 | $754M | Sell |
25,157,988
-687,670
| -3% | -$21.6M | 0.32% | 88 |
|
|
2017
Q4 | $763M | Sell |
25,845,658
-2,394,855
| -8% | -$66M | 0.32% | 88 |
|
|
2017
Q3 | $716M | Sell |
28,240,513
-2,276,939
| -7% | -$55.3M | 0.31% | 92 |
|
|
2017
Q2 | $740M | Sell |
30,517,452
-2,089,541
| -6% | -$48.7M | 0.33% | 90 |
|
|
2017
Q1 | $769M | Sell |
32,606,993
-529,463
| -2% | -$12.6M | 0.36% | 80 |
|
|
2016
Q4 | $732M | Buy |
33,136,456
+1,615,044
| +5% | +$31.1M | 0.36% | 82 |
|
|
2016
Q3 | $493M | Buy |
31,521,412
+15,132,679
| +92% | +$225M | 0.24% | 115 |
|
|
2016
Q2 | $217M | Sell |
16,388,733
-98,005
| -0.6% | -$1.38M | 0.11% | 175 |
|
|
2016
Q1 | $223M | Buy |
16,486,738
+664,771
| +4% | +$8.97M | 0.12% | 175 |
|
|
2015
Q4 | $266M | Sell |
15,821,967
-1,139,136
| -7% | -$19.3M | 0.14% | 156 |
|
|
2015
Q3 | $264M | Buy |
16,961,103
+951,824
| +6% | +$16M | 0.15% | 148 |
|
|
2015
Q2 | $272M | Buy |
16,009,279
+1,382,972
| +9% | +$22.8M | 0.14% | 154 |
|
|
2015
Q1 | $225M | Sell |
14,626,307
-4,137,257
| -22% | -$66.4M | 0.11% | 176 |
|
|
2014
Q4 | $336M | Buy |
18,763,564
+2,910,122
| +18% | +$49.8M | 0.17% | 136 |
|
|
2014
Q3 | $270M | Sell |
15,853,442
-4,682,010
| -23% | -$74.5M | 0.14% | 152 |
|
|
2014
Q2 | $316M | Buy |
20,535,452
+1,408,119
| +7% | +$21.9M | 0.17% | 139 |
|
|
2014
Q1 | $329M | Buy |
19,127,333
+8,789,726
| +85% | +$148M | 0.18% | 124 |
|
|
2013
Q4 | $161M | Sell |
10,337,607
-476,900
| -4% | -$7.07M | 0.09% | 194 |
|
|
2013
Q3 | $149M | Sell |
10,814,507
-26,575
| -0.2% | -$379K | 0.09% | 199 |
|
|
2013
Q2 | $139M | Buy |
+10,841,082
| New | +$138M | 0.09% | 192 |
|
Other funds holding BAC
VCM
VPM
Massachusetts Financial Services's BAC Position: Q1 2026 in Review
Massachusetts Financial Services reduced its Bank of America (BAC) stake by 4.1% in Q1 2026, selling an estimated $21.5M and leaving 9,833,307 shares worth $487M. The position accounts for 0.16% of the portfolio, ranked #137.
Massachusetts Financial Services first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q2 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Massachusetts Financial Services held 9,833,307 shares of Bank of America worth $487M as of Q1 2026.
- Massachusetts Financial Services sold 415,810 Bank of America shares in Q1 2026, an estimated $21.5M.
- Bank of America made up 0.16% of Massachusetts Financial Services's portfolio in Q1 2026, its #137 holding.
- Massachusetts Financial Services first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Massachusetts Financial Services's Bank of America position peaked at $1.04B in Q2 2021.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.