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

O'Shaughnessy Asset 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
Q1 		$585K Buy
+12,000
New +$619K ﹤0.01% 1458

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

O'Shaughnessy Asset Management's BAC Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Bank of America (BAC) stake by 2.8% in Q1 2026, buying an estimated $2.84M and bringing the position to 2,032,905 shares worth $99.1M. The position accounts for 0.49% of the portfolio, ranked #31.

O'Shaughnessy Asset Management first reported a position in BAC in Q1 2014 and has held it in 36 quarters since. The position peaked at $109M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • O'Shaughnessy Asset Management held 2,032,905 shares of Bank of America worth $99.1M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 55,025 Bank of America shares in Q1 2026, an estimated $2.84M.
  • Bank of America made up 0.49% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #31 holding.
  • O'Shaughnessy Asset Management first reported a position in Bank of America in Q1 2014 and has held it in 36 quarters since.
  • O'Shaughnessy Asset Management's Bank of America position peaked at $109M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.