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Scotia Capital’s Bank of America BAC Stock Holding History

Scotia Capital’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
2017
Q1 		– Sell
-1,025,000
Closed -$22.7M – 743
2016
Q4 		$22.7M Buy
1,025,000
+975,000
+1,950% +$18.8M 0.36% 60
2016
Q3 		$783K Buy
+50,000
New +$745K 0.01% 462
2016
Q1 		– Sell
-300,000
Closed -$5.05M – 688
2015
Q4 		$5.05M Buy
300,000
+250,000
+500% +$4.23M 0.11% 147
2015
Q3 		$778K Buy
+50,000
New +$841K 0.02% 445

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scotia Capital's BAC Position: Q1 2026 in Review

Scotia Capital reduced its Bank of America (BAC) stake by 3.3% in Q1 2026, selling an estimated $2.01M and leaving 1,155,752 shares worth $56.3M. The position accounts for 0.23% of the portfolio, ranked #71.

Scotia Capital first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. The position peaked at $65.7M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Scotia Capital held 1,155,752 shares of Bank of America worth $56.3M as of Q1 2026.
  • Scotia Capital sold 39,022 Bank of America shares in Q1 2026, an estimated $2.01M.
  • Bank of America made up 0.23% of Scotia Capital's portfolio in Q1 2026, its #71 holding.
  • Scotia Capital first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
  • Scotia Capital's Bank of America position peaked at $65.7M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.