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Perennial Advisors’s Bank of America BAC Stock Holding History

Perennial Advisors’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 		$522K Sell
9,162
-600
-6% -$31.9K 0.08% 98
2026
Q1 		$476K Buy
9,762
+1,200
+14% +$61.9K 0.08% 88
2025
Q4 		$471K Hold
8,562
– – 0.08% 86
2025
Q3 		$442K Sell
8,562
-75
-0.9% -$3.66K 0.08% 90
2025
Q2 		$409K Hold
8,637
– – 0.08% 90
2025
Q1 		$360K Buy
+8,637
New +$385K 0.07% 91
2024
Q2 		$368K Buy
9,265
+1,500
+19% +$57.5K 0.08% 87
2024
Q1 		$294K Hold
7,765
– – 0.07% 92
2023
Q4 		$261K Sell
7,765
-1,502
-16% -$43.7K 0.06% 98
2023
Q3 		$254K Sell
9,267
-1,130
-11% -$33.4K 0.07% 94
2023
Q2 		$298K Buy
+10,397
New +$297K 0.08% 93
2022
Q2 		– Sell
-5,673
Closed -$234K – 90
2022
Q1 		$234K Buy
+5,673
New +$256K 0.06% 82
2021
Q3 		– Sell
-2,173
Closed -$90K – 98
2021
Q2 		$90K Hold
2,173
– – 0.03% 115
2021
Q1 		$84K Buy
2,173
+773
+55% +$26.7K 0.03% 117
2020
Q4 		$42K Buy
+1,400
New +$37.5K 0.01% 150
2020
Q3 		– Sell
-1,400
Closed -$33K – 88
2020
Q2 		$33K Buy
+1,400
New +$33.1K 0.01% 148

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

Perennial Advisors's BAC Position: Q2 2026 in Review

Perennial Advisors reduced its Bank of America (BAC) stake by 6.1% in Q2 2026, selling an estimated $31.9K and leaving 9,162 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #98.

Perennial Advisors first reported a position in BAC in Q2 2020 and has held it in 16 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Perennial Advisors held 9,162 shares of Bank of America worth $522K as of Q2 2026.
  • Perennial Advisors sold 600 Bank of America shares in Q2 2026, an estimated $31.9K.
  • Bank of America made up 0.08% of Perennial Advisors's portfolio in Q2 2026, its #98 holding.
  • Perennial Advisors first reported a position in Bank of America in Q2 2020 and has held it in 16 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.