Sanders Morris Harris’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
$456K Sell
8,006
-750
-9% -$39.9K 0.26% 42
2026
Q1
$427K Buy
+8,756
New +$452K 0.07% 197
2025
Q4
Sell
-8,773
Closed -$453K 60
2025
Q3
$453K Buy
8,773
+750
+9% +$36.6K 0.06% 178
2025
Q2
$380K Hold
8,023
0.09% 85
2025
Q1
$335K Sell
8,023
-157
-2% -$7K 0.05% 195
2024
Q4
$363K Hold
8,180
0.05% 196
2024
Q3
$325K Sell
8,180
-23
-0.3% -$922 0.05% 204
2024
Q2
$326K Hold
8,203
0.05% 205
2024
Q1
$311K Buy
+8,203
New +$282K 0.06% 209
2023
Q4
Sell
-9,603
Closed -$263K 169
2023
Q3
$263K Sell
9,603
-158
-2% -$4.67K 0.05% 208
2023
Q2
$280K Hold
9,761
0.06% 199
2023
Q1
$279K Hold
9,761
0.1% 97
2022
Q4
$323K Hold
9,761
0.12% 148
2022
Q3
$295K Sell
9,761
-158
-2% -$5.28K 0.07% 198
2022
Q2
$309K Buy
9,919
+1,400
+16% +$50.4K 0.07% 204
2022
Q1
$351K Hold
8,519
0.07% 208
2021
Q4
$379K Hold
8,519
0.07% 207
2021
Q3
$362K Hold
8,519
0.07% 214
2021
Q2
$351K Hold
8,519
0.07% 227
2021
Q1
$330K Sell
8,519
-2,000
-19% -$69K 0.07% 212
2020
Q4
$318K Buy
+10,519
New +$282K 0.07% 219
2020
Q3
Sell
-8,519
Closed -$202K 275
2020
Q2
$202K Buy
+8,519
New +$201K 0.1% 114
2020
Q1
Sell
-229,823
Closed -$8.09M 163
2019
Q4
$8.09M Buy
229,823
+800
+0.3% +$25.9K 1.84% 9
2019
Q3
$6.43M Buy
229,023
+60,050
+36% +$1.73M 1.56% 11
2019
Q2
$4.95M Buy
168,973
+156,970
+1,308% +$4.53M 1.28% 15
2019
Q1
$331K Hold
12,003
0.16% 82
2018
Q4
$296K Hold
12,003
0.16% 81
2018
Q3
$354K Hold
12,003
0.17% 87
2018
Q2
$338K Hold
12,003
0.16% 88
2018
Q1
$360K Buy
12,003
+623
+5% +$19.6K 0.15% 91
2017
Q4
$336K Sell
11,380
-8,470
-43% -$233K 0.14% 80
2017
Q3
$503K Sell
19,850
-1,000
-5% -$24.3K 0.21% 76
2017
Q2
$505K Hold
20,850
0.21% 61
2017
Q1
$492K Hold
20,850
0.18% 76
2016
Q4
$461K Sell
20,850
-407,927
-95% -$7.86M 0.21% 64
2016
Q3
$6.71M Sell
428,777
-63,759
-13% -$949K 2.03% 10
2016
Q2
$6.54M Buy
492,536
+196,941
+67% +$2.77M 1.52% 9
2016
Q1
$4M Buy
+295,595
New +$3.99M 0.69% 28

Other funds holding BAC

Sanders Morris Harris's BAC Position: Q2 2026 in Review

Sanders Morris Harris reduced its Bank of America (BAC) stake by 8.6% in Q2 2026, selling an estimated $39.9K and leaving 8,006 shares worth $456K. The position accounts for 0.26% of the portfolio, ranked #42.

Sanders Morris Harris first reported a position in BAC in Q1 2016 and has held it in 38 quarters since. The position peaked at $8.09M in Q4 2019. 1,320 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sanders Morris Harris held 8,006 shares of Bank of America worth $456K as of Q2 2026.
  • Sanders Morris Harris sold 750 Bank of America shares in Q2 2026, an estimated $39.9K.
  • Bank of America made up 0.26% of Sanders Morris Harris's portfolio in Q2 2026, its #42 holding.
  • Sanders Morris Harris first reported a position in Bank of America in Q1 2016 and has held it in 38 quarters since.
  • Sanders Morris Harris's Bank of America position peaked at $8.09M in Q4 2019.
  • 1,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.