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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
Q2 		$13M Buy
230,368
+52,858
+30% +$2.81M 0.74% 23
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's BAC Position: Q2 2026 in Review

Plato Investment Management increased its Bank of America (BAC) stake by 30% in Q2 2026, buying an estimated $2.81M and bringing the position to 230,368 shares worth $13M. The position accounts for 0.74% of the portfolio, ranked #23.

Plato Investment Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Plato Investment Management held 230,368 shares of Bank of America worth $13M as of Q2 2026.
  • Plato Investment Management bought 52,858 Bank of America shares in Q2 2026, an estimated $2.81M.
  • Bank of America made up 0.74% of Plato Investment Management's portfolio in Q2 2026, its #23 holding.
  • Plato Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.