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Occudo Quantitative Strategies’s Bank of America BAC Stock Holding History

Occudo Quantitative Strategies’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 		$1.14M Buy
+19,975
New +$1.06M 0.06% 362
2024
Q4 		– Sell
-48,115
Closed -$1.91M – 683
2024
Q3 		$1.91M Buy
+48,115
New +$1.93M 0.35% 66
2022
Q4 		– Sell
-9,020
Closed -$272K – 968
2022
Q3 		$272K Sell
9,020
-104,592
-92% -$3.5M 0.02% 879
2022
Q2 		$3.54M Buy
113,612
+94,073
+481% +$3.39M 0.29% 76
2022
Q1 		$805K Buy
+19,539
New +$882K 0.07% 457
2021
Q4 		– Sell
-30,749
Closed -$1.3M – 1062
2021
Q3 		$1.3M Buy
+30,749
New +$1.24M 0.16% 186

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

Occudo Quantitative Strategies's BAC Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Bank of America (BAC) in Q2 2026: 19,975 shares worth $1.14M. The stake represents 0.06% of the portfolio and ranks #362 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in BAC as recently as Q3 2024.

Occudo Quantitative Strategies first reported a position in BAC in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.54M in Q2 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Occudo Quantitative Strategies held 19,975 shares of Bank of America worth $1.14M as of Q2 2026.
  • Bank of America was a new Occudo Quantitative Strategies position in Q2 2026.
  • Bank of America made up 0.06% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #362 holding.
  • Occudo Quantitative Strategies first reported a position in Bank of America in Q3 2021 and has held it in 6 quarters since.
  • Occudo Quantitative Strategies's Bank of America position peaked at $3.54M in Q2 2022.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.