Rafferty Asset Management’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
$108M Buy
1,901,845
+288,641
+18% +$15.4M 0.25% 53
2026
Q1
$78.6M Sell
1,613,204
-436,159
-21% -$22.5M 0.32% 47
2025
Q4
$113M Sell
2,049,363
-218,467
-10% -$11.5M 0.39% 42
2025
Q3
$117M Buy
2,267,830
+88,991
+4% +$4.34M 0.38% 42
2025
Q2
$103M Buy
2,178,839
+8,072
+0.4% +$340K 0.34% 43
2025
Q1
$90.6M Sell
2,170,767
-184,391
-8% -$8.22M 0.39% 38
2024
Q4
$104M Buy
2,355,158
+66,439
+3% +$2.92M 0.37% 41
2024
Q3
$90.8M Sell
2,288,719
-104,310
-4% -$4.18M 0.31% 42
2024
Q2
$95.2M Sell
2,393,029
-28,650
-1% -$1.1M 0.35% 40
2024
Q1
$91.8M Sell
2,421,679
-18,727
-0.8% -$643K 0.34% 44
2023
Q4
$82.2M Buy
2,440,406
+120,659
+5% +$3.51M 0.35% 42
2023
Q3
$63.5M Buy
2,319,747
+95,273
+4% +$2.82M 0.37% 45
2023
Q2
$63.8M Sell
2,224,474
-127,789
-5% -$3.65M 0.36% 44
2023
Q1
$67.3M Sell
2,352,263
-335,534
-12% -$11.1M 0.46% 38
2022
Q4
$89M Buy
2,687,797
+286,768
+12% +$9.88M 0.75% 30
2022
Q3
$72.5M Buy
2,401,029
+487,602
+25% +$16.3M 0.77% 30
2022
Q2
$59.6M Sell
1,913,427
-989,614
-34% -$35.6M 0.55% 34
2022
Q1
$120M Sell
2,903,041
-901,714
-24% -$40.7M 0.71% 30
2021
Q4
$169M Buy
3,804,755
+243,984
+7% +$11.1M 0.89% 27
2021
Q3
$151M Sell
3,560,771
-725,855
-17% -$29.2M 1.03% 17
2021
Q2
$177M Buy
4,286,626
+360,542
+9% +$14.8M 1.11% 16
2021
Q1
$152M Buy
3,926,084
+707,226
+22% +$24.4M 1.04% 19
2020
Q4
$97.6M Buy
3,218,858
+538,139
+20% +$14.4M 0.95% 18
2020
Q3
$64.6M Buy
2,680,719
+1,071,134
+67% +$26.7M 0.78% 18
2020
Q2
$38.2M Buy
1,609,585
+1,323,469
+463% +$31.3M 0.54% 30
2020
Q1
$6.07M Sell
286,116
-1,052,069
-79% -$31.5M 0.25% 52
2019
Q4
$47.1M Buy
1,338,185
+63,323
+5% +$2.05M 0.73% 16
2019
Q3
$37.2M Sell
1,274,862
-287,333
-18% -$8.26M 0.58% 19
2019
Q2
$45.3M Sell
1,562,195
-262,237
-14% -$7.56M 0.8% 15
2019
Q1
$50.3M Buy
1,824,432
+233,043
+15% +$6.59M 0.81% 15
2018
Q4
$39.2M Sell
1,591,389
-603,818
-28% -$16.4M 0.86% 17
2018
Q3
$64.7M Sell
2,195,207
-285,603
-12% -$8.7M 1% 18
2018
Q2
$69.9M Buy
2,480,810
+19,831
+0.8% +$592K 1.04% 16
2018
Q1
$73.8M Buy
2,460,979
+319,540
+15% +$10M 1.09% 16
2017
Q4
$63.2M Buy
2,141,439
+473,149
+28% +$13M 1.09% 15
2017
Q3
$42.3M Buy
1,668,290
+131,001
+9% +$3.18M 0.95% 20
2017
Q2
$37.3M Sell
1,537,289
-350,626
-19% -$8.18M 1.07% 19
2017
Q1
$44.5M Buy
1,887,915
+1,369,416
+264% +$32.5M 0.98% 19
2016
Q4
$11.5M Sell
518,499
-417,191
-45% -$8.04M 0.52% 18
2016
Q3
$14.6M Sell
935,690
-175,317
-16% -$2.61M 0.53% 17
2016
Q2
$14.7M Sell
1,111,007
-328,672
-23% -$4.62M 1% 15
2016
Q1
$19.5M Buy
1,439,679
+510,722
+55% +$6.89M 1.06% 16
2015
Q4
$15.8M Sell
928,957
-71,234
-7% -$1.2M 1.91% 6
2015
Q3
$15.6M Buy
1,000,191
+510,102
+104% +$8.58M 1.23% 14
2015
Q2
$8.34M Sell
490,089
-112,051
-19% -$1.85M 0.56% 22
2015
Q1
$9.27M Buy
602,140
+290,042
+93% +$4.66M 0.7% 14
2014
Q4
$5.58M Sell
312,098
-64,600
-17% -$1.11M 1.27% 12
2014
Q3
$6.42M Sell
376,698
-136,651
-27% -$2.18M 0.69% 17
2014
Q2
$7.89M Buy
513,349
+380,711
+287% +$5.91M 1.52% 14
2014
Q1
$2.28M Sell
132,638
-79,918
-38% -$1.34M 0.47% 24
2013
Q4
$3.31M Sell
212,556
-90,277
-30% -$1.34M 0.79% 17
2013
Q3
$4.18M Sell
302,833
-142,313
-32% -$2.03M 0.81% 14
2013
Q2
$5.72M Buy
+445,146
New +$5.68M 0.79% 25

Other funds holding BAC

Rafferty Asset Management's BAC Position: Q2 2026 in Review

Rafferty Asset Management increased its Bank of America (BAC) stake by 18% in Q2 2026, buying an estimated $15.4M and bringing the position to 1,901,845 shares worth $108M. The position accounts for 0.25% of the portfolio, ranked #53.

Rafferty Asset Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $177M in Q2 2021. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Rafferty Asset Management held 1,901,845 shares of Bank of America worth $108M as of Q2 2026.
  • Rafferty Asset Management bought 288,641 Bank of America shares in Q2 2026, an estimated $15.4M.
  • Bank of America made up 0.25% of Rafferty Asset Management's portfolio in Q2 2026, its #53 holding.
  • Rafferty Asset Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Rafferty Asset Management's Bank of America position peaked at $177M in Q2 2021.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.