Palisade Capital Management’s Bank of America BAC Stock Holding History

Palisade Capital 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	$646K	Buy	13,254 +5,635	+74%	+$291K	0.02%	256
2025 Q4	$419K	Buy	7,619 +1,558	+26%	+$82.4K	0.01%	340
2025 Q3	$313K	Buy	+6,061	New	+$296K	0.01%	356
2024 Q3	–	Sell	-6,000	Closed	-$239K	–	374
2024 Q2	$239K	Hold	6,000	–	–	0.01%	351
2024 Q1	$228K	Hold	6,000	–	–	0.01%	350
2023 Q4	$202K	Buy	+6,000	New	+$175K	0.01%	366
2023 Q3	–	Sell	-8,500	Closed	-$244K	–	367
2023 Q2	$244K	Hold	8,500	–	–	0.01%	353
2023 Q1	$243K	Buy	+8,500	New	+$281K	0.01%	372
2022 Q2	–	Sell	-6,000	Closed	-$247K	–	425
2022 Q1	$247K	Hold	6,000	–	–	0.01%	406
2021 Q4	$267K	Sell	6,000 -2,000	-25%	-$91.1K	0.01%	402
2021 Q3	$340K	Sell	8,000 -4,600	-37%	-$185K	0.01%	375
2021 Q2	$519K	Sell	12,600 -4,300	-25%	-$176K	0.01%	355
2021 Q1	$654K	Sell	16,900 -13,100	-44%	-$452K	0.02%	322
2020 Q4	$909K	Sell	30,000 -4,050	-12%	-$109K	0.02%	312
2020 Q3	$820K	Sell	34,050 -1,950	-5%	-$48.5K	0.02%	318
2020 Q2	$855K	Sell	36,000 -50	-0.1%	-$1.18K	0.03%	310
2020 Q1	$765K	Buy	36,050 +30,050	+501%	+$901K	0.03%	333
2019 Q4	$211K	Sell	6,000 -19,400	-76%	-$627K	0.01%	401
2019 Q3	$741K	Sell	25,400 -7,750	-23%	-$223K	0.02%	347
2019 Q2	$961K	Sell	33,150 -2,350	-7%	-$67.8K	0.03%	339
2019 Q1	$979K	Buy	35,500 +500	+1%	+$14.1K	0.03%	337
2018 Q4	$862K	Buy	35,000 +5,750	+20%	+$156K	0.03%	348
2018 Q3	$862K	Sell	29,250 -1,000	-3%	-$30.5K	0.02%	373
2018 Q2	$853K	Sell	30,250 -2,000	-6%	-$59.7K	0.02%	358
2018 Q1	$967K	Buy	32,250 +18,250	+130%	+$573K	0.03%	343
2017 Q4	$413K	Sell	14,000 -8,100	-37%	-$223K	0.01%	389
2017 Q3	$560K	Sell	22,100 -3,500	-14%	-$84.9K	0.02%	364
2017 Q2	$621K	Buy	25,600 +10,500	+70%	+$245K	0.02%	364
2017 Q1	$356K	Sell	15,100 -18,500	-55%	-$439K	0.01%	389
2016 Q4	$743K	Buy	33,600 +23,500	+233%	+$453K	0.03%	358
2016 Q3	$158K	Hold	10,100	–	–	0.01%	550
2016 Q2	$134K	Hold	10,100	–	–	﹤0.01%	523
2016 Q1	$137K	Hold	10,100	–	–	﹤0.01%	524
2015 Q4	$170K	Hold	10,100	–	–	0.01%	515
2015 Q3	$157K	Hold	10,100	–	–	﹤0.01%	510
2015 Q2	$172K	Hold	10,100	–	–	﹤0.01%	519
2015 Q1	$155K	Hold	10,100	–	–	﹤0.01%	492
2014 Q4	$181K	Sell	10,100 -200	-2%	-$3.42K	﹤0.01%	468
2014 Q3	$176K	Buy	10,300 +200	+2%	+$3.18K	﹤0.01%	471
2014 Q2	$155K	Hold	10,100	–	–	﹤0.01%	469
2014 Q1	$174K	Hold	10,100	–	–	﹤0.01%	442
2013 Q4	$157K	Hold	10,100	–	–	﹤0.01%	431
2013 Q3	$139K	Hold	10,100	–	–	﹤0.01%	436
2013 Q2	$130K	Buy	+10,100	New	+$129K	﹤0.01%	423

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palisade Capital Management's BAC Position: Q1 2026 in Review

Palisade Capital Management increased its Bank of America (BAC) stake by 74% in Q1 2026, buying an estimated $291K and bringing the position to 13,254 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #256.

Palisade Capital Management first reported a position in BAC in Q2 2013 and has held it in 44 quarters since. The position peaked at $979K in Q1 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Palisade Capital Management held 13,254 shares of Bank of America worth $646K as of Q1 2026.
Palisade Capital Management bought 5,635 Bank of America shares in Q1 2026, an estimated $291K.
Bank of America made up 0.02% of Palisade Capital Management's portfolio in Q1 2026, its #256 holding.
Palisade Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 44 quarters since.
Palisade Capital Management's Bank of America position peaked at $979K in Q1 2019.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.