Pinnacle Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.1M | Sell |
885,036
-14,211
| -2% | -$733K | 0.55% | 38 |
|
|
2025
Q4 | $49.5M | Sell |
899,247
-561
| -0.1% | -$29.7K | 0.63% | 32 |
|
|
2025
Q3 | $46.4M | Sell |
899,808
-22,008
| -2% | -$1.07M | 0.62% | 34 |
|
|
2025
Q2 | $43.6M | Sell |
921,816
-18,248
| -2% | -$768K | 0.63% | 32 |
|
|
2025
Q1 | $39.2M | Sell |
940,064
-9,981
| -1% | -$445K | 0.57% | 34 |
|
|
2024
Q4 | $41.8M | Sell |
950,045
-34,645
| -4% | -$1.52M | 0.57% | 34 |
|
|
2024
Q3 | $33.2M | Buy |
984,690
+16,392
| +2% | +$657K | 0.56% | 40 |
|
|
2024
Q2 | $38.5M | Sell |
968,298
-7,557
| -0.8% | -$290K | 0.6% | 35 |
|
|
2024
Q1 | $37M | Sell |
975,855
-8,835
| -0.9% | -$303K | 0.58% | 36 |
|
|
2023
Q4 | $33.2M | Buy |
984,690
+5,906
| +0.6% | +$172K | 0.56% | 40 |
|
|
2023
Q3 | $26.8M | Buy |
978,784
+225,767
| +30% | +$6.68M | 0.5% | 47 |
|
|
2023
Q2 | $21.6M | Buy |
753,017
+89,094
| +13% | +$2.54M | 0.37% | 76 |
|
|
2023
Q1 | $19M | Buy |
663,923
+48,764
| +8% | +$1.61M | 0.39% | 71 |
|
|
2022
Q4 | $20.4M | Sell |
615,159
-3,689
| -0.6% | -$127K | 0.44% | 62 |
|
|
2022
Q3 | $18.7M | Sell |
618,848
-9,256
| -1% | -$309K | 0.43% | 66 |
|
|
2022
Q2 | $19.6M | Buy |
628,104
+64,486
| +11% | +$2.32M | 0.43% | 64 |
|
|
2022
Q1 | $23.2M | Sell |
563,618
-313
| -0.1% | -$14.1K | 0.41% | 65 |
|
|
2021
Q4 | $25.1M | Sell |
563,931
-243,226
| -30% | -$11.1M | 0.43% | 61 |
|
|
2021
Q3 | $34.3M | Sell |
807,157
-28,698
| -3% | -$1.16M | 0.63% | 40 |
|
|
2021
Q2 | $34.5M | Sell |
835,855
-111,608
| -12% | -$4.58M | 0.62% | 40 |
|
|
2021
Q1 | $36.7M | Buy |
947,463
+375,290
| +66% | +$13M | 0.7% | 33 |
|
|
2020
Q4 | $17.3M | Buy |
572,173
+7,051
| +1% | +$189K | 0.35% | 78 |
|
|
2020
Q3 | $13.6M | Buy |
565,122
+19,979
| +4% | +$497K | 0.32% | 87 |
|
|
2020
Q2 | $12.9M | Sell |
545,143
-4,163
| -0.8% | -$98.4K | 0.32% | 90 |
|
|
2020
Q1 | $11.7M | Sell |
549,306
-61,580
| -10% | -$1.85M | 0.35% | 81 |
|
|
2019
Q4 | $21.5M | Sell |
610,886
-10,286
| -2% | -$332K | 0.47% | 62 |
|
|
2019
Q3 | $18.1M | Sell |
621,172
-46,633
| -7% | -$1.34M | 0.43% | 64 |
|
|
2019
Q2 | $19.4M | Sell |
667,805
-9,182
| -1% | -$265K | 0.45% | 58 |
|
|
2019
Q1 | $18.7M | Sell |
676,987
-14,753
| -2% | -$417K | 0.42% | 68 |
|
|
2018
Q4 | $17M | Buy |
691,740
+21,005
| +3% | +$570K | 0.44% | 62 |
|
|
2018
Q3 | $19.8M | Sell |
670,735
-13,542
| -2% | -$412K | 0.41% | 67 |
|
|
2018
Q2 | $19.3M | Sell |
684,277
-6,976
| -1% | -$208K | 0.4% | 70 |
|
|
2018
Q1 | $20.7M | Buy |
691,253
+24,212
| +4% | +$761K | 0.41% | 71 |
|
|
2017
Q4 | $19.7M | Buy |
667,041
+120,192
| +22% | +$3.31M | 0.38% | 79 |
|
|
2017
Q3 | $13.9M | Sell |
546,849
-8,119
| -1% | -$197K | 0.26% | 105 |
|
|
2017
Q2 | $13.5M | Buy |
554,968
+8,776
| +2% | +$205K | 0.26% | 102 |
|
|
2017
Q1 | $12.9M | Sell |
546,192
-23,810
| -4% | -$565K | 0.25% | 108 |
|
|
2016
Q4 | $12.6M | Sell |
570,002
-24,610
| -4% | -$474K | 0.25% | 107 |
|
|
2016
Q3 | $9.31M | Buy |
594,612
+7,361
| +1% | +$110K | 0.19% | 136 |
|
|
2016
Q2 | $7.79M | Sell |
587,251
-7,728
| -1% | -$109K | 0.17% | 148 |
|
|
2016
Q1 | $8.04M | Buy |
594,979
+74,238
| +14% | +$1M | 0.17% | 138 |
|
|
2015
Q4 | $8.76M | Sell |
520,741
-6,854
| -1% | -$116K | 0.18% | 131 |
|
|
2015
Q3 | $8.22M | Buy |
527,595
+61,967
| +13% | +$1.04M | 0.18% | 130 |
|
|
2015
Q2 | $7.92M | Sell |
465,628
-227,973
| -33% | -$3.76M | 0.15% | 147 |
|
|
2015
Q1 | $10.7M | Sell |
693,601
-7,441
| -1% | -$120K | 0.2% | 119 |
|
|
2014
Q4 | $12.5M | Buy |
701,042
+17,111
| +3% | +$293K | 0.25% | 104 |
|
|
2014
Q3 | $11.7M | Buy |
683,931
+15,580
| +2% | +$248K | 0.24% | 109 |
|
|
2014
Q2 | $10.3M | Sell |
668,351
-366,189
| -35% | -$5.69M | 0.2% | 120 |
|
|
2014
Q1 | $17.8M | Buy |
1,034,540
+14,395
| +1% | +$242K | 0.35% | 79 |
|
|
2013
Q4 | $15.9M | Sell |
1,020,145
-21,864
| -2% | -$324K | 0.31% | 85 |
|
|
2013
Q3 | $14.4M | Buy |
1,042,009
+12,164
| +1% | +$174K | 0.3% | 92 |
|
|
2013
Q2 | $13.2M | Buy |
+1,029,845
| New | +$13.1M | 0.3% | 93 |
|
Other funds holding BAC
VCM
VPM
Pinnacle Associates's BAC Position: Q1 2026 in Review
Pinnacle Associates reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $733K and leaving 885,036 shares worth $43.1M. The position accounts for 0.55% of the portfolio, ranked #38.
Pinnacle Associates first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.5M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Pinnacle Associates held 885,036 shares of Bank of America worth $43.1M as of Q1 2026.
- Pinnacle Associates sold 14,211 Bank of America shares in Q1 2026, an estimated $733K.
- Bank of America made up 0.55% of Pinnacle Associates's portfolio in Q1 2026, its #38 holding.
- Pinnacle Associates first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's Bank of America position peaked at $49.5M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.