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Matthew Hamilton Rosenberg’s Bank of America BAC Stock Holding History

Matthew Hamilton Rosenberg’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 		$617K Buy
10,836
+1,178
+12% +$62.6K 0.12% 88
2026
Q1 		$471K Buy
9,658
+669
+7% +$34.5K 0.1% 97
2025
Q4 		$494K Buy
8,989
+116
+1% +$6.13K 0.1% 89
2025
Q3 		$458K Hold
8,873
– – 0.1% 94
2025
Q2 		$420K Sell
8,873
-867
-9% -$36.5K 0.1% 98
2025
Q1 		$406K Buy
9,740
+122
+1% +$5.44K 0.1% 93
2024
Q4 		$423K Buy
9,618
+270
+3% +$11.9K 0.11% 83
2024
Q3 		$371K Buy
9,348
+191
+2% +$7.66K 0.1% 98
2024
Q2 		$366K Sell
9,157
-191
-2% -$7.32K 0.11% 95
2024
Q1 		$351K Buy
9,348
+114
+1% +$3.91K 0.1% 102
2023
Q4 		$311K Sell
9,234
-16
-0.2% -$466 0.1% 110
2023
Q3 		$253K Buy
9,250
+493
+6% +$14.6K 0.08% 128
2023
Q2 		$251K Sell
8,757
-2,830
-24% -$80.8K 0.08% 139
2023
Q1 		$331K Hold
11,587
– – 0.11% 112
2022
Q4 		$384K Buy
11,587
+223
+2% +$7.68K 0.13% 95
2022
Q3 		$343K Buy
11,364
+7
+0.1% +$234 0.13% 98
2022
Q2 		$358K Buy
11,357
+1,262
+13% +$45.4K 0.14% 96
2022
Q1 		$416K Buy
10,095
+583
+6% +$26.3K 0.15% 89
2021
Q4 		$423K Buy
9,512
+2,280
+32% +$104K 0.15% 82
2021
Q3 		$307K Buy
7,232
+6,473
+853% +$261K 0.12% 106
2021
Q2 		$291K Sell
759
-6,299
-89% -$258K 0.15% 80
2021
Q1 		$273K Buy
7,058
+914
+15% +$31.5K 0.16% 83
2020
Q4 		$186K Buy
6,144
+525
+9% +$14.1K 0.12% 120
2020
Q3 		$135K Hold
5,619
– – 0.1% 136
2020
Q2 		$133K Buy
5,619
+2,619
+87% +$61.9K 0.11% 132
2020
Q1 		$64K Buy
+3,000
New +$89.9K 0.06% 214

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

Matthew Hamilton Rosenberg's BAC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $62.6K and bringing the position to 10,836 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #88.

Matthew Hamilton Rosenberg first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 10,836 shares of Bank of America worth $617K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 1,178 Bank of America shares in Q2 2026, an estimated $62.6K.
  • Bank of America made up 0.12% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #88 holding.
  • Matthew Hamilton Rosenberg first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.