Principal Financial Group’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
Q2
$818M Sell
14,362,582
-49,581
-0.3% -$2.64M 0.4% 51
2026
Q1
$703M Buy
14,412,163
+483,564
+3% +$25M 0.38% 54
2025
Q4
$766M Sell
13,928,599
-601,774
-4% -$31.8M 0.39% 51
2025
Q3
$750M Sell
14,530,373
-165,508
-1% -$8.07M 0.38% 51
2025
Q2
$695M Buy
14,695,881
+304,362
+2% +$12.8M 0.37% 53
2025
Q1
$601M Sell
14,391,519
-416,283
-3% -$18.5M 0.34% 64
2024
Q4
$651M Sell
14,807,802
-607,828
-4% -$26.7M 0.35% 60
2024
Q3
$612M Buy
15,415,630
+569,385
+4% +$22.8M 0.33% 64
2024
Q2
$590M Sell
14,846,245
-282,841
-2% -$10.8M 0.35% 60
2024
Q1
$574M Sell
15,129,086
-85,786
-0.6% -$2.94M 0.34% 65
2023
Q4
$512M Buy
15,214,872
+570,126
+4% +$16.6M 0.33% 68
2023
Q3
$401M Sell
14,644,746
-6,496
-0% -$192K 0.29% 79
2023
Q2
$420M Sell
14,651,242
-131,706
-0.9% -$3.76M 0.29% 84
2023
Q1
$423M Buy
14,782,948
+742,302
+5% +$24.5M 0.3% 84
2022
Q4
$465M Buy
14,040,646
+621,664
+5% +$21.4M 0.35% 70
2022
Q3
$405M Sell
13,418,982
-188,208
-1% -$6.29M 0.32% 76
2022
Q2
$424M Buy
13,607,190
+1,342,498
+11% +$48.3M 0.31% 78
2022
Q1
$506M Buy
12,264,692
+701,308
+6% +$31.6M 0.32% 73
2021
Q4
$514M Sell
11,563,384
-1,244,597
-10% -$56.7M 0.31% 77
2021
Q3
$544M Buy
12,807,981
+51,294
+0.4% +$2.07M 0.35% 59
2021
Q2
$526M Sell
12,756,687
-693,222
-5% -$28.4M 0.34% 65
2021
Q1
$520M Sell
13,449,909
-1,037,089
-7% -$35.8M 0.37% 59
2020
Q4
$439M Buy
14,486,998
+2,375,349
+20% +$63.7M 0.33% 82
2020
Q3
$292M Buy
12,111,649
+21,145
+0.2% +$526K 0.25% 109
2020
Q2
$287M Buy
12,090,504
+349,711
+3% +$8.26M 0.25% 106
2020
Q1
$249M Sell
11,740,793
-43,590
-0.4% -$1.31M 0.28% 97
2019
Q4
$415M Sell
11,784,383
-1,310,446
-10% -$42.4M 0.35% 68
2019
Q3
$382M Sell
13,094,829
-797,941
-6% -$22.9M 0.34% 71
2019
Q2
$403M Sell
13,892,770
-222,450
-2% -$6.42M 0.36% 63
2019
Q1
$389M Sell
14,115,220
-317,651
-2% -$8.98M 0.36% 61
2018
Q4
$356M Sell
14,432,871
-824,993
-5% -$22.4M 0.38% 52
2018
Q3
$449M Sell
15,257,864
-57,109
-0.4% -$1.74M 0.4% 44
2018
Q2
$432M Sell
15,314,973
-615,388
-4% -$18.4M 0.4% 49
2018
Q1
$478M Sell
15,930,361
-2,011,408
-11% -$63.2M 0.46% 38
2017
Q4
$530M Sell
17,941,769
-1,024,205
-5% -$28.2M 0.49% 31
2017
Q3
$481M Sell
18,965,974
-268,906
-1% -$6.53M 0.47% 33
2017
Q2
$467M Sell
19,234,880
-640,094
-3% -$14.9M 0.47% 32
2017
Q1
$469M Buy
19,874,974
+74,020
+0.4% +$1.76M 0.56% 23
2016
Q4
$438M Buy
19,800,954
+2,575,014
+15% +$49.6M 0.56% 25
2016
Q3
$270M Buy
17,225,940
+773,404
+5% +$11.5M 0.35% 65
2016
Q2
$218M Buy
16,452,536
+2,573,458
+19% +$36.2M 0.3% 81
2016
Q1
$188M Sell
13,879,078
-485,551
-3% -$6.55M 0.27% 96
2015
Q4
$242M Buy
14,364,629
+367,629
+3% +$6.22M 0.36% 63
2015
Q3
$218M Buy
13,997,000
+638,348
+5% +$10.7M 0.34% 60
2015
Q2
$227M Buy
13,358,652
+68,642
+0.5% +$1.13M 0.34% 62
2015
Q1
$205M Sell
13,290,010
-6,247,894
-32% -$100M 0.3% 80
2014
Q4
$350M Buy
19,537,904
+1,585,567
+9% +$27.1M 0.54% 18
2014
Q3
$306M Buy
17,952,337
+6,018,239
+50% +$95.8M 0.52% 22
2014
Q2
$183M Buy
11,934,098
+48,238
+0.4% +$749K 0.31% 70
2014
Q1
$204M Buy
11,885,860
+75,128
+0.6% +$1.26M 0.36% 49
2013
Q4
$184M Sell
11,810,732
-64,617
-0.5% -$959K 0.34% 53
2013
Q3
$164M Sell
11,875,349
-236,674
-2% -$3.38M 0.34% 56
2013
Q2
$156M Buy
+12,112,023
New +$154M 0.35% 51

Other funds holding BAC

Principal Financial Group's BAC Position: Q2 2026 in Review

Principal Financial Group reduced its Bank of America (BAC) stake by 0.34% in Q2 2026, selling an estimated $2.64M and leaving 14,362,582 shares worth $818M. The position accounts for 0.4% of the portfolio, ranked #51.

Principal Financial Group first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Principal Financial Group held 14,362,582 shares of Bank of America worth $818M as of Q2 2026.
  • Principal Financial Group sold 49,581 Bank of America shares in Q2 2026, an estimated $2.64M.
  • Bank of America made up 0.4% of Principal Financial Group's portfolio in Q2 2026, its #51 holding.
  • Principal Financial Group first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.