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Pine Valley Investments’s Bank of America BAC Stock Holding History

Pine Valley Investments’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 		$1.07M Buy
18,813
+833
+5% +$44.3K 0.04% 298
2026
Q1 		$877K Sell
17,980
-644
-3% -$33.2K 0.04% 310
2025
Q4 		$1.02M Sell
18,624
-299
-2% -$15.8K 0.05% 271
2025
Q3 		$976K Buy
18,923
+221
+1% +$10.8K 0.05% 269
2025
Q2 		$885K Buy
18,702
+905
+5% +$38.1K 0.05% 279
2025
Q1 		$743K Buy
17,797
+1,023
+6% +$45.6K 0.04% 288
2024
Q4 		$737K Buy
16,774
+195
+1% +$8.58K 0.04% 286
2024
Q3 		$658K Buy
16,579
+356
+2% +$14.3K 0.04% 285
2024
Q2 		$645K Sell
16,223
-924
-5% -$35.4K 0.04% 275
2024
Q1 		$650K Sell
17,147
-1,432
-8% -$49.2K 0.04% 275
2023
Q4 		$626K Sell
18,579
-2,718
-13% -$79.1K 0.05% 270
2023
Q3 		$583K Buy
21,297
+502
+2% +$14.9K 0.05% 270
2023
Q2 		$597K Sell
20,795
-659
-3% -$18.8K 0.06% 242
2023
Q1 		$354K Buy
+21,454
New +$708K 0.05% 202

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Pine Valley Investments's BAC Position: Q2 2026 in Review

Pine Valley Investments increased its Bank of America (BAC) stake by 4.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 18,813 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #298.

Pine Valley Investments first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 2,072 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pine Valley Investments held 18,813 shares of Bank of America worth $1.07M as of Q2 2026.
  • Pine Valley Investments bought 833 Bank of America shares in Q2 2026, an estimated $44.3K.
  • Bank of America made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #298 holding.
  • Pine Valley Investments first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • 2,072 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.