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NFJ Investment Group’s Bank of America BAC Stock Holding History

NFJ Investment Group’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 		$17.8M Sell
365,198
-31,392
-8% -$1.62M 0.67% 52
2025
Q4 		$21.8M Sell
396,590
-17,609
-4% -$931K 0.78% 46
2025
Q3 		$21.4M Sell
414,199
-981,652
-70% -$47.9M 0.73% 51
2025
Q2 		$66.1M Sell
1,395,851
-30,885
-2% -$1.3M 2.3% 2
2025
Q1 		$59.5M Sell
1,426,736
-477,618
-25% -$21.3M 2% 5
2024
Q4 		$83.7M Sell
1,904,354
-136,949
-7% -$6.03M 2.69% 1
2024
Q3 		$81M Sell
2,041,303
-299,900
-13% -$12M 2.37% 4
2024
Q2 		$93.1M Sell
2,341,203
-1,403,071
-37% -$53.8M 2.86% 4
2024
Q1 		$142M Buy
3,744,274
+957,487
+34% +$32.9M 3.88% 1
2023
Q4 		$93.8M Sell
2,786,787
-258,330
-8% -$7.52M 2.6% 3
2023
Q3 		$83.4M Sell
3,045,117
-72,146
-2% -$2.13M 2.43% 5
2023
Q2 		$89.4M Buy
3,117,263
+711,450
+30% +$20.3M 2.38% 4
2023
Q1 		$68.8M Buy
2,405,813
+125,198
+5% +$4.13M 1.84% 8
2022
Q4 		$75.5M Buy
2,280,615
+1,641,033
+257% +$56.5M 1.98% 6
2022
Q3 		$19.2M Buy
639,582
+233,048
+57% +$7.79M 0.5% 65
2022
Q2 		$12.7M Buy
406,534
+30,711
+8% +$1.11M 0.3% 112
2022
Q1 		$15.5M Sell
375,823
-676,133
-64% -$30.5M 0.31% 96
2021
Q4 		$46.8M Sell
1,051,956
-178,744
-15% -$8.14M 0.85% 20
2021
Q3 		$52.2M Buy
1,230,700
+5,205
+0.4% +$210K 1.02% 19
2021
Q2 		$50.5M Sell
1,225,495
-6,830
-0.6% -$280K 0.96% 15
2021
Q1 		$47.7M Buy
+1,232,325
New +$42.5M 0.96% 16

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

NFJ Investment Group's BAC Position: Q1 2026 in Review

NFJ Investment Group reduced its Bank of America (BAC) stake by 7.9% in Q1 2026, selling an estimated $1.62M and leaving 365,198 shares worth $17.8M. The position accounts for 0.67% of the portfolio, ranked #52.

NFJ Investment Group first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $142M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • NFJ Investment Group held 365,198 shares of Bank of America worth $17.8M as of Q1 2026.
  • NFJ Investment Group sold 31,392 Bank of America shares in Q1 2026, an estimated $1.62M.
  • Bank of America made up 0.67% of NFJ Investment Group's portfolio in Q1 2026, its #52 holding.
  • NFJ Investment Group first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • NFJ Investment Group's Bank of America position peaked at $142M in Q1 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.