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Principal Securities’s Bank of America BAC Stock Holding History

Principal Securities’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 		$8.69M Buy
152,562
+9,875
+7% +$525K 0.1% 178
2026
Q1 		$6.96M Sell
142,687
-17,146
-11% -$885K 0.1% 182
2025
Q4 		$8.79M Buy
159,833
+16,113
+11% +$852K 0.14% 144
2025
Q3 		$7.41M Buy
143,720
+7,009
+5% +$342K 0.12% 158
2025
Q2 		$6.47M Buy
136,711
+26,067
+24% +$1.1M 0.12% 157
2025
Q1 		$4.86M Buy
110,644
+100
+0.1% +$4.46K 0.11% 180
2024
Q4 		$4.86M Buy
110,544
+13,614
+14% +$599K 0.11% 179
2024
Q3 		$3.85M Buy
96,930
+13,105
+16% +$525K 0.09% 210
2024
Q2 		$3.33M Buy
83,825
+8,513
+11% +$326K 0.09% 208
2024
Q1 		$2.86M Buy
75,312
+6,749
+10% +$232K 0.09% 209
2023
Q4 		$2.31M Buy
+68,563
New +$2M 0.09% 224

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

Principal Securities's BAC Position: Q2 2026 in Review

Principal Securities increased its Bank of America (BAC) stake by 6.9% in Q2 2026, buying an estimated $525K and bringing the position to 152,562 shares worth $8.69M. The position accounts for 0.1% of the portfolio, ranked #178.

Principal Securities first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.79M in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Principal Securities held 152,562 shares of Bank of America worth $8.69M as of Q2 2026.
  • Principal Securities bought 9,875 Bank of America shares in Q2 2026, an estimated $525K.
  • Bank of America made up 0.1% of Principal Securities's portfolio in Q2 2026, its #178 holding.
  • Principal Securities first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Bank of America position peaked at $8.79M in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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