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Natural Investments’s Bank of America BAC Stock Holding History

Natural Investments’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 		$1.25M Buy
21,992
+2,490
+13% +$132K 0.28% 75
2026
Q1 		$950K Sell
19,502
-804
-4% -$41.5K 0.23% 95
2025
Q4 		$1.12M Buy
20,306
+1,736
+9% +$91.8K 0.28% 82
2025
Q3 		$958K Buy
18,570
+27
+0.1% +$1.32K 0.24% 90
2025
Q2 		$877K Buy
18,543
+1,156
+7% +$48.6K 0.23% 96
2025
Q1 		$725K Buy
17,387
+505
+3% +$22.5K 0.21% 107
2024
Q4 		$741K Buy
+16,882
New +$743K 0.21% 111

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Natural Investments's BAC Position: Q2 2026 in Review

Natural Investments increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $132K and bringing the position to 21,992 shares worth $1.25M. The position accounts for 0.28% of the portfolio, ranked #75.

Natural Investments first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Natural Investments held 21,992 shares of Bank of America worth $1.25M as of Q2 2026.
  • Natural Investments bought 2,490 Bank of America shares in Q2 2026, an estimated $132K.
  • Bank of America made up 0.28% of Natural Investments's portfolio in Q2 2026, its #75 holding.
  • Natural Investments first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.