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Simon Quick Advisors’s Bank of America BAC Stock Holding History

Simon Quick Advisors’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 		$29.3M Buy
513,385
+84,758
+20% +$4.51M 1.18% 18
2026
Q1 		$20.9M Sell
428,627
-180,560
-30% -$9.32M 0.96% 20
2025
Q4 		$33.5M Sell
609,187
-44,134
-7% -$2.33M 1.46% 15
2025
Q3 		$33.7M Buy
653,321
+75,756
+13% +$3.7M 1.52% 15
2025
Q2 		$27.3M Buy
577,565
+132,408
+30% +$5.57M 1.38% 17
2025
Q1 		$18.6M Buy
445,157
+47,036
+12% +$2.1M 1.06% 17
2024
Q4 		$17.5M Sell
398,121
-6,787
-2% -$299K 1.05% 19
2024
Q3 		$16.1M Sell
404,908
-31,045
-7% -$1.24M 1.02% 18
2024
Q2 		$17.3M Buy
435,953
+2,650
+0.6% +$102K 1.22% 17
2024
Q1 		$16.4M Sell
433,303
-14,131
-3% -$485K 1.23% 17
2023
Q4 		$15.1M Sell
447,434
-8,281
-2% -$241K 1.33% 16
2023
Q3 		$12.5M Buy
455,715
+2,925
+0.6% +$86.5K 1.18% 19
2023
Q2 		$13M Buy
452,790
+1,088
+0.2% +$31K 1.2% 18
2023
Q1 		$12.9M Buy
451,702
+5,490
+1% +$181K 1.4% 12
2022
Q4 		$14.8M Sell
446,212
-26,492
-6% -$912K 1.75% 14
2022
Q3 		$14.3M Buy
472,704
+23,074
+5% +$771K 2.02% 13
2022
Q2 		$15.3M Sell
449,630
-894
-0.2% -$32.2K 2% 13
2022
Q1 		$18.6M Sell
450,524
-14,884
-3% -$672K 5.26% 5
2021
Q4 		$20.7M Sell
465,408
-173,156
-27% -$7.89M 5.54% 4
2021
Q3 		$27.1M Buy
638,564
+1,120
+0.2% +$45.1K 6.97% 4
2021
Q2 		$26.3M Buy
637,444
+178,799
+39% +$7.33M 6.95% 4
2021
Q1 		$17.7M Sell
458,645
-479
-0.1% -$16.5K 5.22% 4
2020
Q4 		$13.9M Buy
459,124
+238,830
+108% +$6.4M 4.2% 6
2020
Q3 		$5.31M Buy
220,294
+1,000
+0.5% +$24.9K 1.51% 13
2020
Q2 		$5.21M Sell
219,294
-318
-0.1% -$7.51K 1.97% 13
2020
Q1 		$4.66M Sell
219,612
-7,448
-3% -$223K 1.73% 14
2019
Q4 		$8M Buy
227,060
+1,900
+0.8% +$61.4K 2.9% 10
2019
Q3 		$6.57M Sell
225,160
-33,643
-13% -$967K 2.9% 12
2019
Q2 		$7.51M Buy
258,803
+693
+0.3% +$20K 3.8% 8
2019
Q1 		$7.12M Sell
258,110
-28,964
-10% -$819K 2.97% 9
2018
Q4 		$7.07M Sell
287,074
-54,565
-16% -$1.48M 2.57% 13
2018
Q3 		$10.1M Sell
341,639
-6,835
-2% -$208K 4.06% 9
2018
Q2 		$9.82M Sell
348,474
-4,200
-1% -$125K 4.17% 8
2018
Q1 		$10.6M Sell
352,674
-24,297
-6% -$763K 4.43% 8
2017
Q4 		$12.1M Sell
376,971
-2,359
-0.6% -$65K 5.38% 5
2017
Q3 		$9.61M Sell
379,330
-51,042
-12% -$1.24M 3.49% 7
2017
Q2 		$10.4M Sell
430,372
-14,175
-3% -$331K 5.9% 4
2017
Q1 		$10.5M Sell
444,547
-4,000
-0.9% -$94.9K 6.21% 3
2016
Q4 		$9.91M Buy
+448,547
New +$8.64M 7.4% 3

Other funds holding BAC

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Simon Quick Advisors's BAC Position: Q2 2026 in Review

Simon Quick Advisors increased its Bank of America (BAC) stake by 20% in Q2 2026, buying an estimated $4.51M and bringing the position to 513,385 shares worth $29.3M. The position accounts for 1.18% of the portfolio, ranked #18.

Simon Quick Advisors first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $33.7M in Q3 2025. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Simon Quick Advisors held 513,385 shares of Bank of America worth $29.3M as of Q2 2026.
  • Simon Quick Advisors bought 84,758 Bank of America shares in Q2 2026, an estimated $4.51M.
  • Bank of America made up 1.18% of Simon Quick Advisors's portfolio in Q2 2026, its #18 holding.
  • Simon Quick Advisors first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's Bank of America position peaked at $33.7M in Q3 2025.
  • 1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.