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New York Life Investment Management’s Bank of America BAC Stock Holding History

New York Life Investment Management’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 		$55.4M Sell
971,595
-13,707
-1% -$729K 0.39% 54
2026
Q1 		$48M Buy
985,302
+11,815
+1% +$610K 0.41% 46
2025
Q4 		$53.5M Sell
973,487
-18,174
-2% -$961K 0.46% 37
2025
Q3 		$51.2M Buy
991,661
+8,899
+0.9% +$434K 0.45% 40
2025
Q2 		$46.5M Buy
982,762
+2,629
+0.3% +$111K 0.44% 41
2025
Q1 		$40.9M Sell
980,133
-13,090
-1% -$583K 0.42% 41
2024
Q4 		$43.7M Sell
993,223
-10,316
-1% -$454K 0.43% 41
2024
Q3 		$39.8M Sell
1,003,539
-39,500
-4% -$1.58M 0.39% 44
2024
Q2 		$41.5M Sell
1,043,039
-939
-0.1% -$36K 0.42% 39
2024
Q1 		$39.6M Sell
1,043,978
-36,987
-3% -$1.27M 0.39% 43
2023
Q4 		$36.4M Buy
1,080,965
+2,235
+0.2% +$65.1K 0.37% 50
2023
Q3 		$29.5M Sell
1,078,730
-9,573
-0.9% -$283K 0.32% 59
2023
Q2 		$31.2M Sell
1,088,303
-12,788
-1% -$365K 0.32% 57
2023
Q1 		$31.5M Buy
1,101,091
+115
+0% +$3.8K 0.35% 48
2022
Q4 		$36.5M Sell
1,100,976
-2,328
-0.2% -$80.2K 0.42% 41
2022
Q3 		$33.3M Sell
1,103,304
-19,488
-2% -$652K 0.4% 44
2022
Q2 		$35M Buy
+1,122,792
New +$40.4M 0.41% 43

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York Life Investment Management's BAC Position: Q2 2026 in Review

New York Life Investment Management reduced its Bank of America (BAC) stake by 1.4% in Q2 2026, selling an estimated $729K and leaving 971,595 shares worth $55.4M. The position accounts for 0.39% of the portfolio, ranked #54.

New York Life Investment Management first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. 2,882 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • New York Life Investment Management held 971,595 shares of Bank of America worth $55.4M as of Q2 2026.
  • New York Life Investment Management sold 13,707 Bank of America shares in Q2 2026, an estimated $729K.
  • Bank of America made up 0.39% of New York Life Investment Management's portfolio in Q2 2026, its #54 holding.
  • New York Life Investment Management first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.