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

Prelude 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
2025 Q1	–	Sell	-35,600	Closed	-$1.56M	–	1199
2024 Q4	$1.56M	Sell	35,600 -2,700	-7%	-$119K	0.1%	238
2024 Q3	$1.52M	Sell	38,300 -24,200	-39%	-$970K	0.09%	279
2024 Q2	$2.49M	Sell	62,500 -13,900	-18%	-$533K	0.17%	159
2024 Q1	$2.9M	Buy	76,400 +36,900	+93%	+$1.27M	0.15%	145
2023 Q4	$1.33M	Buy	+39,500	New	+$1.15M	0.09%	245
2023 Q3	–	Sell	-25,800	Closed	-$740K	–	1138
2023 Q2	$740K	Hold	25,800	–	–	0.05%	357
2023 Q1	$738K	Buy	25,800 +14,000	+119%	+$462K	0.04%	369
2022 Q4	$391K	Buy	11,800 +4,300	+57%	+$148K	0.02%	674
2022 Q3	$227K	Hold	7,500	–	–	0.01%	1023
2022 Q2	$233K	Hold	7,500	–	–	0.01%	1208
2022 Q1	$309K	Buy	7,500 +2,100	+39%	+$94.8K	0.01%	1062
2021 Q4	$240K	Buy	+5,400	New	+$246K	0.01%	1461
2021 Q3	–	Sell	-74,400	Closed	-$2.59M	–	1739
2021 Q2	$2.59M	Sell	74,400 -1,900	-2%	-$77.9K	0.08%	219
2021 Q1	$2.95M	Buy	+76,300	New	+$2.63M	0.08%	212
2020 Q4	–	Sell	-600	Closed	-$14K	–	1308
2020 Q3	$14K	Sell	600 -2,000	-77%	-$49.8K	﹤0.01%	1399
2020 Q2	$62K	Buy	+2,600	New	+$61.4K	﹤0.01%	1107
2019 Q3	–	Sell	-75,000	Closed	-$2.17M	–	1706
2019 Q2	$2.17M	Hold	75,000	–	–	0.11%	178
2019 Q1	$2.07M	Buy	+75,000	New	+$2.12M	0.12%	182
2018 Q3	–	Sell	-53,700	Closed	-$1.51M	–	1725
2018 Q2	$1.51M	Sell	53,700 -7,000	-12%	-$209K	0.1%	226
2018 Q1	$1.82M	Buy	+60,700	New	+$1.91M	0.13%	141

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

Prelude Capital Management's BAC Position: Q1 2026 in Review

Prelude Capital Management reduced its Bank of America (BAC) stake by 47% in Q1 2026, selling an estimated $354K and leaving 7,851 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #612.

Prelude Capital Management first reported a position in BAC in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.8M in Q2 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Prelude Capital Management held 7,851 shares of Bank of America worth $383K as of Q1 2026.
Prelude Capital Management sold 6,867 Bank of America shares in Q1 2026, an estimated $354K.
Bank of America made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #612 holding.
Prelude Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 43 quarters since.
Prelude Capital Management's Bank of America position peaked at $3.8M in Q2 2019.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.