Mercer Global Advisors
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Mercer Global Advisors’s Bank of America BAC Stock Holding History

Mercer Global 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
Q1 		$63.7M Sell
1,307,577
-98,070
-7% -$5.06M 0.09% 123
2025
Q4 		$70.9M Buy
1,405,647
+145,709
+12% +$7.7M 0.11% 114
2025
Q3 		$65M Buy
1,259,938
+185,731
+17% +$9.06M 0.11% 109
2025
Q2 		$50.8M Sell
1,074,207
-20,519
-2% -$863K 0.1% 105
2025
Q1 		$45.7M Sell
1,094,726
-45,695
-4% -$2.04M 0.1% 113
2024
Q4 		$50.1M Buy
+1,140,421
New +$50.2M 0.12% 92
2024
Q1 		– Sell
-669,932
Closed -$22.6M – 2006
2023
Q4 		$22.6M Sell
669,932
-24,730
-4% -$720K 0.07% 178
2023
Q3 		$19M Sell
694,662
-81,319
-10% -$2.41M 0.07% 170
2023
Q2 		$22.3M Buy
775,981
+13,105
+2% +$374K 0.09% 157
2023
Q1 		$21.8M Buy
762,876
+21,866
+3% +$722K 0.1% 151
2022
Q4 		$24.5M Sell
741,010
-8,120
-1% -$280K 0.12% 136
2022
Q3 		$23.1M Buy
749,130
+18,592
+3% +$622K 0.14% 119
2022
Q2 		$22.7M Sell
730,538
-2,839
-0.4% -$102K 0.14% 116
2022
Q1 		$30.2M Buy
733,377
+14,962
+2% +$675K 0.18% 86
2021
Q4 		$32M Buy
718,415
+72,925
+11% +$3.32M 0.2% 79
2021
Q3 		$27.4M Buy
645,490
+48,678
+8% +$1.96M 0.19% 83
2021
Q2 		$24.6M Buy
596,812
+25,169
+4% +$1.03M 0.19% 85
2021
Q1 		$22.1M Buy
571,643
+173,920
+44% +$6M 0.2% 85
2020
Q4 		$12.1M Sell
397,723
-33,815
-8% -$906K 0.15% 104
2020
Q3 		$10.4M Buy
431,538
+44,964
+12% +$1.12M 0.16% 104
2020
Q2 		$9.18M Sell
386,574
-26,921
-7% -$636K 0.17% 91
2020
Q1 		$8.78M Sell
413,495
-2,185
-0.5% -$65.5K 0.19% 97
2019
Q4 		$14.6M Buy
415,680
+32,679
+9% +$1.06M 0.29% 67
2019
Q3 		$11.2M Buy
383,001
+40,434
+12% +$1.16M 0.26% 78
2019
Q2 		$9.93M Buy
342,567
+25,209
+8% +$727K 0.26% 78
2019
Q1 		$8.76M Buy
+317,358
New +$8.97M 0.31% 65

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's BAC Position: Q1 2026 in Review

Mercer Global Advisors reduced its Bank of America (BAC) stake by 7% in Q1 2026, selling an estimated $5.06M and leaving 1,307,577 shares worth $63.7M. The position accounts for 0.09% of the portfolio, ranked #123.

Mercer Global Advisors first reported a position in BAC in Q1 2019 and has held it in 26 quarters since. The position peaked at $70.9M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Mercer Global Advisors held 1,307,577 shares of Bank of America worth $63.7M as of Q1 2026.
  • Mercer Global Advisors sold 98,070 Bank of America shares in Q1 2026, an estimated $5.06M.
  • Bank of America made up 0.09% of Mercer Global Advisors's portfolio in Q1 2026, its #123 holding.
  • Mercer Global Advisors first reported a position in Bank of America in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Bank of America position peaked at $70.9M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.