Swiss Life Asset Management’s Bank of America BAC Stock Holding History

Swiss Life Asset 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	$60.3M	Buy	1,057,651 +140,682	+15%	+$7.48M	0.25%	80
2026 Q1	$44.7M	Buy	916,969 +94,106	+11%	+$4.86M	0.22%	88
2025 Q4	$45.3M	Buy	822,863 +23,628	+3%	+$1.25M	0.23%	86
2025 Q3	$41.2M	Buy	799,235 +75,383	+10%	+$3.68M	0.21%	87
2025 Q2	$34.3M	Buy	723,852 +72,924	+11%	+$3.07M	0.2%	94
2025 Q1	$27.2M	Buy	650,928 +95,912	+17%	+$4.27M	0.2%	93
2024 Q4	$24.4M	Buy	555,016 +237,541	+75%	+$10.5M	0.18%	99
2024 Q3	$12.6M	Sell	317,475 -59,075	-16%	-$2.37M	0.14%	136
2024 Q2	$15M	Buy	376,550 +101,689	+37%	+$3.9M	0.18%	111
2024 Q1	$10.4M	Sell	274,861 -771,863	-74%	-$26.5M	0.14%	133
2023 Q4	$35.3M	Buy	1,046,724 +410,878	+65%	+$12M	0.42%	42
2023 Q3	$17.4M	Sell	635,846 -4,333	-0.7%	-$128K	0.27%	78
2023 Q2	$18.4M	Buy	640,179 +21,232	+3%	+$606K	0.27%	72
2023 Q1	$17.7M	Sell	618,947 -124,721	-17%	-$4.12M	0.27%	87
2022 Q4	$24.7M	Sell	743,668 -53,649	-7%	-$1.85M	0.41%	46
2022 Q3	$24.1M	Buy	797,317 +13,886	+2%	+$464K	0.42%	44
2022 Q2	$24.4M	Sell	783,431 -162,515	-17%	-$5.85M	0.39%	43
2022 Q1	$39M	Sell	945,946 -17,269	-2%	-$779K	0.55%	32
2021 Q4	$42.9M	Sell	963,215 -50,020	-5%	-$2.28M	0.56%	29
2021 Q3	$43M	Sell	1,013,235 -76,603	-7%	-$3.09M	0.6%	31
2021 Q2	$45.3M	Buy	1,089,838 +22,527	+2%	+$923K	0.46%	29
2021 Q1	$41.3M	Sell	1,067,311 -15,218	-1%	-$525K	0.59%	26
2020 Q4	$32.8M	Buy	1,082,529 +226,750	+26%	+$6.08M	0.48%	39
2020 Q3	$20.6M	Sell	855,779 -15,640	-2%	-$389K	0.31%	74
2020 Q2	$20.7M	Buy	871,419 +9,291	+1%	+$220K	0.33%	70
2020 Q1	$18.3M	Buy	862,128 +119,707	+16%	+$3.59M	0.35%	68
2019 Q4	$26.2M	Sell	742,421 -506,539	-41%	-$16.4M	0.49%	47
2019 Q3	$36.4M	Sell	1,248,960 -141,113	-10%	-$4.06M	0.48%	53
2019 Q2	$40.3M	Sell	1,390,073 -25,085	-2%	-$723K	0.49%	54
2019 Q1	$39M	Buy	1,415,158 +254,488	+22%	+$7.19M	0.49%	54
2018 Q4	$28.6M	Sell	1,160,670 -216,410	-16%	-$5.87M	0.58%	50
2018 Q3	$40.6M	Sell	1,377,080 -16,418	-1%	-$500K	0.54%	48
2018 Q2	$39.3M	Buy	1,393,498 +182,949	+15%	+$5.46M	0.59%	40
2018 Q1	$36.3M	Buy	1,210,549 +25,671	+2%	+$806K	0.63%	36
2017 Q4	$35M	Sell	1,184,878 -3,262	-0.3%	-$89.9K	0.78%	33
2017 Q3	$30.1M	Buy	1,188,140 +95,570	+9%	+$2.32M	0.81%	33
2017 Q2	$26.5M	Sell	1,092,570 -11,106	-1%	-$259K	0.68%	33
2017 Q1	$26M	Sell	1,103,676 -69,596	-6%	-$1.65M	0.7%	33
2016 Q4	$25.9M	Buy	1,173,272 +5,115	+0.4%	+$98.5K	0.87%	24
2016 Q3	$18.3M	Sell	1,168,157 -1,545	-0.1%	-$23K	0.62%	35
2016 Q2	$15.5M	Buy	1,169,702 +34,374	+3%	+$483K	0.64%	42
2016 Q1	$15.3M	Buy	1,135,328 +101,501	+10%	+$1.37M	0.65%	38
2015 Q4	$17.4M	Hold	1,033,827	–	–	0.77%	26
2015 Q3	$16.1M	Buy	1,033,827 +126,930	+14%	+$2.14M	0.78%	23
2015 Q2	$15.4M	Sell	906,897 -13,029	-1%	-$215K	0.54%	24
2015 Q1	$14.2M	Buy	+919,926	New	+$14.8M	0.57%	31

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss Life Asset Management's BAC Position: Q2 2026 in Review

Swiss Life Asset Management increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $7.48M and bringing the position to 1,057,651 shares worth $60.3M. The position accounts for 0.25% of the portfolio, ranked #80.

Swiss Life Asset Management first reported a position in BAC in Q1 2015 and has held it in 46 quarters since. 2,765 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Swiss Life Asset Management held 1,057,651 shares of Bank of America worth $60.3M as of Q2 2026.
Swiss Life Asset Management bought 140,682 Bank of America shares in Q2 2026, an estimated $7.48M.
Bank of America made up 0.25% of Swiss Life Asset Management's portfolio in Q2 2026, its #80 holding.
Swiss Life Asset Management first reported a position in Bank of America in Q1 2015 and has held it in 46 quarters since.
2,765 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.