O'Shaughnessy Asset Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$684K Hold
12,000
– – ﹤0.01% 1448
2026
Q1
$585K Buy
+12,000
New +$619K ﹤0.01% 1458

Other funds holding BAC

O'Shaughnessy Asset Management's BAC Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $11.5M and bringing the position to 2,249,701 shares worth $128M. The position accounts for 0.59% of the portfolio, ranked #29.

O'Shaughnessy Asset Management first reported a position in BAC in Q1 2014 and has held it in 37 quarters since. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • O'Shaughnessy Asset Management held 2,249,701 shares of Bank of America worth $128M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 216,796 Bank of America shares in Q2 2026, an estimated $11.5M.
  • Bank of America made up 0.59% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #29 holding.
  • O'Shaughnessy Asset Management first reported a position in Bank of America in Q1 2014 and has held it in 37 quarters since.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.