SKBA Capital Management’s Bank of America BAC Stock Holding History

SKBA Capital Management’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 Q1	$271K	Hold	5,550	–	–	0.04%	77
2025 Q4	$305K	Hold	5,550	–	–	0.04%	79
2025 Q3	$286K	Hold	5,550	–	–	0.04%	81
2025 Q2	$263K	Hold	5,550	–	–	0.04%	80
2025 Q1	$232K	Hold	5,550	–	–	0.03%	83
2024 Q4	$244K	Hold	5,550	–	–	0.04%	74
2024 Q3	$220K	Hold	5,550	–	–	0.03%	72
2024 Q2	$221K	Hold	5,550	–	–	0.04%	72
2024 Q1	$210K	Sell	5,550 -1,900	-26%	-$65.2K	0.03%	74
2023 Q4	$251K	Sell	7,450 -610	-8%	-$17.8K	0.04%	71
2023 Q3	$221K	Sell	8,060 -300	-4%	-$8.88K	0.04%	74
2023 Q2	$240K	Sell	8,360 -640	-7%	-$18.3K	0.04%	74
2023 Q1	$257K	Sell	9,000 -200	-2%	-$6.6K	0.05%	71
2022 Q4	$305K	Hold	9,200	–	–	0.06%	66
2022 Q3	$278K	Hold	9,200	–	–	0.06%	65
2022 Q2	$286K	Buy	9,200 +800	+10%	+$28.8K	0.06%	66
2022 Q1	$346K	Buy	8,400 +1,950	+30%	+$88K	0.06%	67
2021 Q4	$287K	Sell	6,450 -80	-1%	-$3.65K	0.05%	73
2021 Q3	$277K	Sell	6,530 -100	-2%	-$4.03K	0.06%	71
2021 Q2	$273K	Sell	6,630 -100	-1%	-$4.1K	0.05%	73
2021 Q1	$260K	Hold	6,730	–	–	0.04%	73
2020 Q4	$204K	Buy	+6,730	New	+$180K	0.03%	75
2020 Q3	–	Sell	-10,530	Closed	-$250K	–	73
2020 Q2	$250K	Hold	10,530	–	–	0.05%	62
2020 Q1	$224K	Hold	10,530	–	–	0.05%	63
2019 Q4	$371K	Buy	10,530 +200	+2%	+$6.46K	0.06%	60
2019 Q3	$301K	Hold	10,330	–	–	0.05%	66
2019 Q2	$300K	Sell	10,330 -200	-2%	-$5.77K	0.05%	68
2019 Q1	$291K	Sell	10,530 -3,200	-23%	-$90.4K	0.05%	65
2018 Q4	$338K	Sell	13,730 -500	-4%	-$13.6K	0.05%	64
2018 Q3	$419K	Sell	14,230 -1,800	-11%	-$54.8K	0.05%	62
2018 Q2	$452K	Sell	16,030 -4,000	-20%	-$119K	0.06%	57
2018 Q1	$601K	Sell	20,030 -900	-4%	-$28.3K	0.08%	54
2017 Q4	$618K	Sell	20,930 -1,000	-5%	-$27.6K	0.09%	55
2017 Q3	$556K	Hold	21,930	–	–	0.08%	52
2017 Q2	$532K	Hold	21,930	–	–	0.08%	52
2017 Q1	$517K	Sell	21,930 -13,100	-37%	-$311K	0.07%	52
2016 Q4	$774K	Sell	35,030 -4,900	-12%	-$94.4K	0.09%	52
2016 Q3	$625K	Sell	39,930 -1,400	-3%	-$20.8K	0.07%	54
2016 Q2	$548K	Hold	41,330	–	–	0.05%	57
2016 Q1	$559K	Sell	41,330 -13,300	-24%	-$180K	0.06%	55
2015 Q4	$919K	Sell	54,630 -463,300	-89%	-$7.83M	0.09%	53
2015 Q3	$8.07M	Hold	517,930	–	–	0.69%	49
2015 Q2	$8.81M	Buy	517,930 +60,800	+13%	+$1M	0.69%	48
2015 Q1	$7.04M	Buy	457,130 +51,400	+13%	+$826K	0.55%	53
2014 Q4	$7.26M	Buy	405,730 +77,700	+24%	+$1.33M	0.56%	51
2014 Q3	$5.59M	Buy	328,030 +149,300	+84%	+$2.38M	0.46%	50
2014 Q2	$2.75M	Buy	178,730 +20,040	+13%	+$311K	0.24%	57
2014 Q1	$2.73M	Buy	158,690 +2,300	+1%	+$38.7K	0.25%	55
2013 Q4	$2.44M	Sell	156,390 -42,100	-21%	-$625K	0.28%	60
2013 Q3	$2.74M	Sell	198,490 -61,480	-24%	-$878K	0.33%	65
2013 Q2	$3.34M	Buy	+259,970	New	+$3.31M	0.39%	67

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SKBA Capital Management's BAC Position: Q1 2026 in Review

SKBA Capital Management held its Bank of America (BAC) position steady in Q1 2026 at 5,550 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #77.

SKBA Capital Management first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.81M in Q2 2015. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

SKBA Capital Management held 5,550 shares of Bank of America worth $271K as of Q1 2026.
SKBA Capital Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.04% of SKBA Capital Management's portfolio in Q1 2026, its #77 holding.
SKBA Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
SKBA Capital Management's Bank of America position peaked at $8.81M in Q2 2015.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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