Permanent Capital Management
BAC icon

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

Permanent 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
Q3 		– Sell
-11,929
Closed -$680K – 40
2026
Q2 		$680K Hold
11,929
– – 0.09% 82
2026
Q1 		$638K Buy
11,929
+284
+2% +$14.7K 0.1% 73
2025
Q4 		$640K Sell
11,645
-930
-7% -$49.2K 0.12% 72
2025
Q3 		$649K Buy
+12,575
New +$613K 0.12% 76
2025
Q1 		$525K Hold
12,575
– – 0.15% 30
2024
Q4 		$553K Buy
+12,575
New +$553K 0.17% 26
2024
Q2 		$595K Buy
+12,575
New +$482K 0.12% 75

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Permanent Capital Management's BAC Position: Q3 2026 in Review

Permanent Capital Management sold out of Bank of America (BAC) in Q3 2026, closing a stake of 11,929 shares — an estimated $680K sold.

Permanent Capital Management first reported a position in BAC in Q2 2024 and held it in 7 quarters. The position peaked at $680K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Permanent Capital Management reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Permanent Capital Management sold 11,929 Bank of America shares in Q3 2026, an estimated $680K.
  • Permanent Capital Management first reported a position in Bank of America in Q2 2024 and held it in 7 quarters.
  • Permanent Capital Management's Bank of America position peaked at $680K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.