Systematic Alpha Investments’s Bank of America BAC Stock Holding History

Systematic Alpha Investments’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	$3.29M	Hold	67,508	–	–	0.12%	65
2025 Q4	$3.71M	Hold	67,508	–	–	0.12%	65
2025 Q3	$3.48M	Hold	67,508	–	–	0.11%	67
2025 Q2	$3.19M	Hold	67,508	–	–	0.11%	67
2025 Q1	$2.82M	Hold	67,508	–	–	0.11%	68
2024 Q4	$2.97M	Hold	67,508	–	–	0.11%	68
2024 Q3	$2.68M	Hold	67,508	–	–	0.1%	69
2024 Q2	$2.68M	Hold	67,508	–	–	0.1%	68
2024 Q1	$2.56M	Hold	67,508	–	–	0.1%	70
2023 Q4	$2.27M	Hold	67,508	–	–	0.1%	71
2023 Q3	$1.85M	Hold	67,508	–	–	0.09%	78
2023 Q2	$1.94M	Hold	67,508	–	–	0.09%	75
2023 Q1	$1.93M	Hold	67,508	–	–	0.1%	76
2022 Q4	$2.24M	Hold	67,508	–	–	0.11%	73
2022 Q3	$2.04M	Hold	67,508	–	–	0.12%	70
2022 Q2	$2.1M	Hold	67,508	–	–	0.12%	71
2022 Q1	$2.78M	Hold	67,508	–	–	0.14%	70
2021 Q4	$3M	Hold	67,508	–	–	0.14%	73
2021 Q3	$3.23M	Hold	67,508	–	–	0.14%	70
2021 Q2	$2.8M	Buy	67,508 +12,108	+22%	+$496K	0.13%	73
2021 Q1	$2.14M	Buy	+55,400	New	+$1.91M	0.14%	75

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

Systematic Alpha Investments's BAC Position: Q1 2026 in Review

Systematic Alpha Investments held its Bank of America (BAC) position steady in Q1 2026 at 67,508 shares worth $3.29M. The position accounts for 0.12% of the portfolio, ranked #65.

Systematic Alpha Investments first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.71M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Systematic Alpha Investments held 67,508 shares of Bank of America worth $3.29M as of Q1 2026.
Systematic Alpha Investments left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.12% of Systematic Alpha Investments's portfolio in Q1 2026, its #65 holding.
Systematic Alpha Investments first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's Bank of America position peaked at $3.71M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.