Plato Investment Management’s Bank of America BAC Stock Holding History

Plato Investment 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 Q1	$8.66M	Sell	177,510 -9,995	-5%	-$516K	0.58%	32
2025 Q4	$10.4M	Buy	187,505 +9,901	+6%	+$523K	0.68%	19
2025 Q3	$9.09M	Hold	177,604	–	–	0.62%	26
2025 Q2	$8.37M	Buy	177,604 +23,018	+15%	+$968K	0.63%	25
2025 Q1	$6.52M	Sell	154,586 -17,028	-10%	-$759K	0.55%	32
2024 Q4	$7.57M	Buy	171,614 +2,306	+1%	+$101K	0.56%	27
2024 Q3	$6.71M	Buy	169,308 +24,152	+17%	+$968K	0.54%	30
2024 Q2	$5.77M	Buy	145,156 +9,848	+7%	+$377K	0.54%	35
2024 Q1	$5.13M	Buy	135,308 +126,969	+1,523%	+$4.36M	0.53%	35
2023 Q4	$281K	Buy	+8,339	New	+$243K	0.34%	81

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's BAC Position: Q1 2026 in Review

Plato Investment Management reduced its Bank of America (BAC) stake by 5.3% in Q1 2026, selling an estimated $516K and leaving 177,510 shares worth $8.66M. The position accounts for 0.58% of the portfolio, ranked #32.

Plato Investment Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Plato Investment Management held 177,510 shares of Bank of America worth $8.66M as of Q1 2026.
Plato Investment Management sold 9,995 Bank of America shares in Q1 2026, an estimated $516K.
Bank of America made up 0.58% of Plato Investment Management's portfolio in Q1 2026, its #32 holding.
Plato Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Bank of America position peaked at $10.4M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.