Schroder Investment Management Group’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
Q1
$248M Buy
5,081,740
+661,029
+15% +$34.1M 0.2% 104
2025
Q4
$243M Buy
4,420,711
+392,048
+10% +$20.7M 0.18% 100
2025
Q3
$208M Sell
4,028,663
-35,316
-0.9% -$1.72M 0.16% 116
2025
Q2
$192M Buy
4,063,979
+238,559
+6% +$10M 0.16% 115
2025
Q1
$160M Sell
3,825,420
-123,438
-3% -$5.5M 0.16% 125
2024
Q4
$174M Sell
3,948,858
-92,300
-2% -$4.06M 0.17% 118
2024
Q3
$160M Sell
4,041,158
-165,022
-4% -$6.61M 0.16% 125
2024
Q2
$167M Buy
4,206,180
+531,242
+14% +$20.4M 0.18% 106
2024
Q1
$139M Sell
3,674,938
-143,340
-4% -$4.92M 0.16% 118
2023
Q4
$129M Sell
3,818,278
-412,125
-10% -$12M 0.17% 114
2023
Q3
$116M Buy
4,230,403
+103,325
+3% +$3.06M 0.17% 117
2023
Q2
$118M Buy
4,127,078
+78,433
+2% +$2.24M 0.17% 117
2023
Q1
$116M Buy
4,048,645
+264,588
+7% +$8.73M 0.17% 124
2022
Q4
$125M Buy
3,784,057
+186,975
+5% +$6.44M 0.2% 110
2022
Q3
$109M Sell
3,597,082
-8,304
-0.2% -$278K 0.18% 123
2022
Q2
$115M Buy
3,605,386
+1,014,516
+39% +$36.5M 0.18% 127
2022
Q1
$111M Buy
2,590,870
+505,168
+24% +$22.8M 0.15% 145
2021
Q4
$92.8M Buy
2,085,702
+424,986
+26% +$19.4M 0.12% 180
2021
Q3
$70.5M Sell
1,660,716
-842,124
-34% -$33.9M 0.11% 199
2021
Q2
$103M Sell
2,502,840
-668,835
-21% -$27.4M 0.13% 154
2021
Q1
$123M Sell
3,171,675
-467,187
-13% -$16.1M 0.16% 118
2020
Q4
$110M Sell
3,638,862
-336,459
-8% -$9.02M 0.16% 120
2020
Q3
$96.2M Sell
3,975,321
-2,395,373
-38% -$59.6M 0.15% 124
2020
Q2
$151M Buy
6,370,694
+1,708,814
+37% +$40.4M 0.27% 73
2020
Q1
$99.7M Sell
4,661,880
-6,214,205
-57% -$186M 0.21% 96
2019
Q4
$383M Sell
10,876,085
-693,480
-6% -$22.4M 0.62% 28
2019
Q3
$340M Sell
11,569,565
-4,803,775
-29% -$138M 0.6% 31
2019
Q2
$475M Sell
16,373,340
-1,883,047
-10% -$54.3M 0.86% 19
2019
Q1
$504M Buy
18,256,387
+184,409
+1% +$5.21M 0.9% 16
2018
Q4
$445K Sell
18,071,978
-115,558
-0.6% -$3.14M 0.81% 17
2018
Q3
$536M Buy
18,187,536
+217,088
+1% +$6.61M 0.92% 15
2018
Q2
$515M Sell
17,970,448
-544,865
-3% -$16.3M 0.9% 16
2018
Q1
$555M Buy
18,515,313
+5,946,378
+47% +$187M 0.96% 13
2017
Q4
$371M Buy
12,568,935
+1,946,034
+18% +$53.6M 0.61% 27
2017
Q3
$270M Buy
10,622,901
+16,699
+0.2% +$405K 0.47% 35
2017
Q2
$258M Buy
10,606,202
+4,381,323
+70% +$102M 0.47% 40
2017
Q1
$149M Sell
6,224,879
-1,537,128
-20% -$36.5M 0.27% 86
2016
Q4
$172M Sell
7,762,007
-3,746,774
-33% -$72.2M 0.33% 62
2016
Q3
$180M Sell
11,508,781
-3,405,294
-23% -$50.7M 0.34% 65
2016
Q2
$198M Sell
14,914,075
-72,575
-0.5% -$1.02M 0.4% 53
2016
Q1
$202M Buy
14,986,650
+1,813,476
+14% +$24.5M 0.42% 53
2015
Q4
$222M Buy
13,173,174
+1,029,955
+8% +$17.4M 0.46% 44
2015
Q3
$189M Buy
12,143,219
+1,705,281
+16% +$28.7M 0.4% 51
2015
Q2
$176M Sell
10,437,938
-2,730,642
-21% -$45M 0.35% 69
2015
Q1
$202M Buy
13,168,580
+329,687
+3% +$5.29M 0.39% 60
2014
Q4
$230M Buy
12,838,893
+2,506,077
+24% +$42.9M 0.45% 46
2014
Q3
$176M Sell
10,332,816
-199,700
-2% -$3.18M 0.24% 92
2014
Q2
$162M Sell
10,532,516
-367,112
-3% -$5.7M 0.2% 96
2014
Q1
$187M Sell
10,899,628
-92,562
-0.8% -$1.56M 0.21% 92
2013
Q4
$171M Sell
10,992,190
-2,392,146
-18% -$35.5M 0.21% 90
2013
Q3
$185M Buy
13,384,336
+419,365
+3% +$5.99M 0.45% 47
2013
Q2
$167M Buy
+12,964,971
New +$165M 0.44% 46

Other funds holding BAC

Schroder Investment Management Group's BAC Position: Q1 2026 in Review

Schroder Investment Management Group increased its Bank of America (BAC) stake by 15% in Q1 2026, buying an estimated $34.1M and bringing the position to 5,081,740 shares worth $248M. The position accounts for 0.2% of the portfolio, ranked #104.

Schroder Investment Management Group first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $555M in Q1 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Schroder Investment Management Group held 5,081,740 shares of Bank of America worth $248M as of Q1 2026.
  • Schroder Investment Management Group bought 661,029 Bank of America shares in Q1 2026, an estimated $34.1M.
  • Bank of America made up 0.2% of Schroder Investment Management Group's portfolio in Q1 2026, its #104 holding.
  • Schroder Investment Management Group first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's Bank of America position peaked at $555M in Q1 2018.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.