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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
2024
Q3 		– Sell
-100
Closed -$3.98K – 405
2024
Q2 		$3.98K Buy
+100
New +$3.83K ﹤0.01% 371
2023
Q2 		– Sell
-200
Closed -$5.72K – 365
2023
Q1 		$5.72K Buy
+200
New +$6.6K ﹤0.01% 368

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perennial Investment Advisors's BAC Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Bank of America (BAC) stake by 2.9% in Q1 2026, selling an estimated $38.3K and leaving 25,253 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #173.

Perennial Investment Advisors first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Perennial Investment Advisors held 25,253 shares of Bank of America worth $1.23M as of Q1 2026.
  • Perennial Investment Advisors sold 742 Bank of America shares in Q1 2026, an estimated $38.3K.
  • Bank of America made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • Perennial Investment Advisors first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Bank of America position peaked at $1.43M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.