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Studio Investment Management’s Bank of America BAC Stock Holding History

Studio Investment 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
Q2 		$3M Sell
52,576
-116
-0.2% -$6.17K 0.51% 40
2026
Q1 		$2.57M Sell
52,692
-1,149
-2% -$59.3K 0.46% 44
2025
Q4 		$2.96M Sell
53,841
-1,147
-2% -$60.6K 0.54% 39
2025
Q3 		$2.84M Sell
54,988
-1,544
-3% -$75.3K 0.54% 40
2025
Q2 		$2.68M Sell
56,532
-231
-0.4% -$9.72K 0.54% 42
2025
Q1 		$2.37M Sell
56,763
-1,489
-3% -$66.4K 0.49% 44
2024
Q4 		$2.56M Sell
58,252
-1,548
-3% -$68.1K 0.54% 49
2024
Q3 		$2.37M Sell
59,800
-3,659
-6% -$147K 0.5% 51
2024
Q2 		$2.52M Buy
63,459
+64
+0.1% +$2.45K 0.57% 48
2024
Q1 		$2.4M Sell
63,395
-6,250
-9% -$215K 0.57% 50
2023
Q4 		$2.34M Sell
69,645
-7,465
-10% -$217K 0.6% 52
2023
Q3 		$2.11M Buy
77,110
+2,970
+4% +$87.9K 0.59% 45
2023
Q2 		$2.13M Buy
74,140
+5,375
+8% +$153K 0.6% 48
2023
Q1 		$1.97M Sell
68,765
-2,495
-4% -$82.4K 0.59% 47
2022
Q4 		$2.36M Sell
71,260
-1,140
-2% -$39.3K 0.77% 40
2022
Q3 		$2.19M Buy
72,400
+9,505
+15% +$318K 0.79% 40
2022
Q2 		$1.96M Sell
62,895
-7,017
-10% -$253K 0.68% 47
2022
Q1 		$2.88M Buy
69,912
+438
+0.6% +$19.8K 0.95% 28
2021
Q4 		$3.09M Buy
69,474
+7,607
+12% +$347K 1.11% 26
2021
Q3 		$2.63M Buy
+61,867
New +$2.49M 1.12% 30

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Studio Investment Management's BAC Position: Q2 2026 in Review

Studio Investment Management reduced its Bank of America (BAC) stake by 0.22% in Q2 2026, selling an estimated $6.17K and leaving 52,576 shares worth $3M. The position accounts for 0.51% of the portfolio, ranked #40.

Studio Investment Management first reported a position in BAC in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.09M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Studio Investment Management held 52,576 shares of Bank of America worth $3M as of Q2 2026.
  • Studio Investment Management sold 116 Bank of America shares in Q2 2026, an estimated $6.17K.
  • Bank of America made up 0.51% of Studio Investment Management's portfolio in Q2 2026, its #40 holding.
  • Studio Investment Management first reported a position in Bank of America in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Bank of America position peaked at $3.09M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.