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Prudent Man Advisors’s Bank of America BAC Stock Holding History

Prudent Man Advisors’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 		$4.72M Buy
82,785
+9,577
+13% +$509K 1.08% 26
2026
Q1 		$3.57M Buy
73,208
+29,274
+67% +$1.51M 1.07% 22
2025
Q4 		$2.42M Buy
43,934
+28,014
+176% +$1.48M 0.88% 20
2025
Q3 		$821K Sell
15,920
-12,637
-44% -$617K 0.3% 68
2025
Q2 		$1.35M Sell
28,557
-392
-1% -$16.5K 0.43% 55
2025
Q1 		$1.21M Buy
28,949
+789
+3% +$35.2K 0.44% 49
2024
Q4 		$1.24M Sell
28,160
-3,644
-11% -$160K 0.45% 46
2024
Q3 		$1.26M Sell
31,804
-5,758
-15% -$231K 0.42% 50
2024
Q2 		$1.49M Buy
37,562
+1,633
+5% +$62.6K 0.53% 36
2024
Q1 		$1.36M Sell
35,929
-1,862
-5% -$63.9K 0.51% 38
2023
Q4 		$1.27M Sell
37,791
-1,864
-5% -$54.3K 0.47% 42
2023
Q3 		$1.09M Sell
39,655
-26
-0.1% -$769 0.43% 51
2023
Q2 		$1.14M Sell
39,681
-476
-1% -$13.6K 0.43% 46
2023
Q1 		$1.15M Sell
40,157
-827
-2% -$27.3K 0.45% 46
2022
Q4 		$1.36M Buy
40,984
+462
+1% +$15.9K 0.55% 35
2022
Q3 		$1.22M Buy
40,522
+2,105
+5% +$70.4K 0.58% 29
2022
Q2 		$1.2M Sell
38,417
-388
-1% -$14K 0.56% 32
2022
Q1 		$1.6M Sell
38,805
-658
-2% -$29.7K 0.65% 25
2021
Q4 		$1.76M Sell
39,463
-6,576
-14% -$300K 0.67% 27
2021
Q3 		$1.95M Buy
46,039
+2
+0% +$81 0.74% 21
2021
Q2 		$1.9M Sell
46,037
-3,224
-7% -$132K 0.73% 20
2021
Q1 		$1.91M Sell
49,261
-451
-0.9% -$15.6K 0.8% 18
2020
Q4 		$1.51M Buy
49,712
+1,393
+3% +$37.3K 0.63% 26
2020
Q3 		$1.16M Buy
48,319
+32,436
+204% +$808K 0.62% 32
2020
Q2 		$377K Buy
+15,883
New +$375K 0.33% 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

Prudent Man Advisors's BAC Position: Q2 2026 in Review

Prudent Man Advisors increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $509K and bringing the position to 82,785 shares worth $4.72M. The position accounts for 1.08% of the portfolio, ranked #26.

Prudent Man Advisors first reported a position in BAC in Q2 2020 and has held it in 25 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Prudent Man Advisors held 82,785 shares of Bank of America worth $4.72M as of Q2 2026.
  • Prudent Man Advisors bought 9,577 Bank of America shares in Q2 2026, an estimated $509K.
  • Bank of America made up 1.08% of Prudent Man Advisors's portfolio in Q2 2026, its #26 holding.
  • Prudent Man Advisors first reported a position in Bank of America in Q2 2020 and has held it in 25 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.