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Perennial Investment Advisors’s Bank of America BAC Stock Holding History

Perennial Investment 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 		$1.49M Buy
26,071
+818
+3% +$43.5K 0.1% 172
2026
Q1 		$1.23M Sell
25,253
-742
-3% -$38.3K 0.1% 173
2025
Q4 		$1.43M Buy
25,995
+594
+2% +$31.4K 0.11% 150
2025
Q3 		$1.31M Sell
25,401
-874
-3% -$42.6K 0.11% 160
2025
Q2 		$1.24M Buy
26,275
+723
+3% +$30.4K 0.12% 155
2025
Q1 		$1.07M Buy
25,552
+1,665
+7% +$74.2K 0.12% 152
2024
Q4 		$1.05M Buy
23,887
+602
+3% +$26.5K 0.12% 141
2024
Q3 		$924K Sell
23,285
-793
-3% -$31.8K 0.12% 150
2024
Q2 		$958K Buy
24,078
+57
+0.2% +$2.18K 0.14% 123
2024
Q1 		$911K Sell
24,021
-280
-1% -$9.61K 0.14% 118
2023
Q4 		$818K Buy
24,301
+27
+0.1% +$786 0.14% 129
2023
Q3 		$659K Sell
24,274
-220
-0.9% -$6.51K 0.12% 139
2023
Q2 		$703K Sell
24,494
-262
-1% -$7.48K 0.12% 138
2023
Q1 		$708K Buy
24,756
+4,072
+20% +$134K 0.13% 136
2022
Q4 		$685K Buy
20,684
+851
+4% +$29.3K 0.28% 73
2022
Q3 		$599K Buy
19,833
+3,114
+19% +$104K 0.27% 71
2022
Q2 		$518K Buy
16,719
+264
+2% +$9.51K 0.2% 94
2022
Q1 		$675K Sell
16,455
-18
-0.1% -$812 0.21% 91
2021
Q4 		$731K Buy
16,473
+1,261
+8% +$57.4K 0.23% 89
2021
Q3 		$643K Sell
15,212
-62
-0.4% -$2.5K 0.23% 94
2021
Q2 		$630K Sell
15,274
-125
-0.8% -$5.12K 0.23% 96
2021
Q1 		$596K Buy
15,399
+2,039
+15% +$70.4K 0.24% 88
2020
Q4 		$405K Sell
13,360
-182
-1% -$4.88K 0.17% 103
2020
Q3 		$323K Sell
13,542
-465
-3% -$11.6K 0.16% 107
2020
Q2 		$333K Buy
14,007
+2,455
+21% +$58K 0.23% 90
2020
Q1 		$245K Sell
11,552
-245
-2% -$7.34K 0.22% 93
2019
Q4 		$416K Buy
+11,797
New +$381K 0.33% 73

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 Investment Advisors's BAC Position: Q2 2026 in Review

Perennial Investment Advisors increased its Bank of America (BAC) stake by 3.2% in Q2 2026, buying an estimated $43.5K and bringing the position to 26,071 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #172.

Perennial Investment Advisors first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Perennial Investment Advisors held 26,071 shares of Bank of America worth $1.49M as of Q2 2026.
  • Perennial Investment Advisors bought 818 Bank of America shares in Q2 2026, an estimated $43.5K.
  • Bank of America made up 0.1% of Perennial Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Perennial Investment Advisors first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.