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Prudent Man Investment Management’s Bank of America BAC Stock Holding History

Prudent Man 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 		$92.7K Hold
1,685
– – 0.03% 35
2026
Q1 		$92.7K Hold
1,685
– – 0.03% 35
2025
Q4 		$92.7K Buy
1,685
+105
+7% +$5.55K 0.03% 35
2025
Q3 		$69.4K Hold
1,580
– – 0.04% 39
2025
Q2 		$69.4K Hold
1,580
– – 0.04% 39
2025
Q1 		$69.4K Hold
1,580
– – 0.04% 39
2024
Q4 		$69.4K Buy
+1,580
New +$69.5K 0.04% 39

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Prudent Man Investment Management's BAC Position: Q2 2026 in Review

Prudent Man Investment Management held its Bank of America (BAC) position steady in Q2 2026 at 1,685 shares worth $92.7K. The position accounts for 0.03% of the portfolio, ranked #35.

Prudent Man Investment Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,851 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Prudent Man Investment Management held 1,685 shares of Bank of America worth $92.7K as of Q2 2026.
  • Prudent Man Investment Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Prudent Man Investment Management's portfolio in Q2 2026, its #35 holding.
  • Prudent Man Investment Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.