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

Tortoise 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 		$236K Buy
+4,134
New +$220K 0.02% 235
2025
Q4 		– Sell
-3,003
Closed -$155K – 351
2025
Q3 		$155K Buy
3,003
+127
+4% +$6.2K 0.01% 254
2025
Q2 		$136K Buy
2,876
+395
+16% +$16.6K 0.01% 260
2025
Q1 		$104K Hold
2,481
– – 0.01% 284
2024
Q4 		$109K Buy
2,481
+28
+1% +$1.23K 0.01% 293
2024
Q3 		$97.3K Hold
2,453
– – 0.01% 318
2024
Q2 		$97.6K Sell
2,453
-270
-10% -$10.3K 0.01% 305
2024
Q1 		$103K Sell
2,723
-120
-4% -$4.12K 0.01% 290
2023
Q4 		$95.7K Buy
2,843
+385
+16% +$11.2K 0.01% 278
2023
Q3 		$67.3K Sell
2,458
-775
-24% -$22.9K 0.01% 308
2023
Q2 		$92.8K Buy
3,233
+2,100
+185% +$59.9K 0.01% 282
2023
Q1 		$32.4K Hold
1,133
– – 0.01% 391
2022
Q4 		$37.5K Sell
1,133
-100
-8% -$3.44K 0.01% 363
2022
Q3 		$37K Hold
1,233
– – 0.01% 348
2022
Q2 		$38K Hold
1,233
– – 0.01% 334
2022
Q1 		$51K Hold
1,233
– – 0.01% 301
2021
Q4 		$55K Hold
1,233
– – 0.01% 284
2021
Q3 		$52K Hold
1,233
– – 0.01% 270
2021
Q2 		$51K Hold
1,233
– – 0.01% 274
2021
Q1 		$48K Buy
1,233
+100
+9% +$3.45K 0.01% 265
2020
Q4 		$34K Hold
1,133
– – 0.01% 274
2020
Q3 		$27K Sell
1,133
-50
-4% -$1.25K 0.01% 279
2020
Q2 		$28K Sell
1,183
-262
-18% -$6.19K 0.01% 267
2020
Q1 		$31K Hold
1,445
– – 0.01% 259
2019
Q4 		$51K Hold
1,445
– – 0.01% 243
2019
Q3 		$42K Sell
1,445
-200
-12% -$5.75K 0.01% 252
2019
Q2 		$48K Hold
1,645
– – 0.01% 260
2019
Q1 		$45K Buy
1,645
+312
+23% +$8.82K 0.01% 258
2018
Q4 		$33K Sell
1,333
-1,950
-59% -$52.9K 0.01% 267
2018
Q3 		$97K Hold
3,283
– – 0.03% 189
2018
Q2 		$93K Sell
3,283
-1,000
-23% -$29.8K 0.03% 189
2018
Q1 		$128K Sell
4,283
-750
-15% -$23.6K 0.04% 162
2017
Q4 		$149K Buy
5,033
+333
+7% +$9.18K 0.04% 152
2017
Q3 		$119K Hold
4,700
– – 0.04% 160
2017
Q2 		$114K Hold
4,700
– – 0.04% 148
2017
Q1 		$111K Hold
4,700
– – 0.04% 138
2016
Q4 		$104K Buy
4,700
+1,000
+27% +$19.3K 0.04% 141
2016
Q3 		$58K Hold
3,700
– – 0.02% 180
2016
Q2 		$49K Hold
3,700
– – 0.02% 196
2016
Q1 		$50K Sell
3,700
-785
-18% -$10.6K 0.02% 195
2015
Q4 		$75K Buy
4,485
+785
+21% +$13.3K 0.03% 173
2015
Q3 		$58K Hold
3,700
– – 0.02% 187
2015
Q2 		$63K Hold
3,700
– – 0.02% 190
2015
Q1 		$57K Sell
3,700
-458
-11% -$7.36K 0.02% 198
2014
Q4 		$74K Buy
4,158
+458
+12% +$7.84K 0.03% 183
2014
Q3 		$63K Hold
3,700
– – 0.03% 188
2014
Q2 		$57K Buy
3,700
+800
+28% +$12.4K 0.02% 202
2014
Q1 		$50K Sell
2,900
-700
-19% -$11.8K 0.02% 192
2013
Q4 		$56K Hold
3,600
– – 0.03% 169
2013
Q3 		$50K Sell
3,600
-840
-19% -$12K 0.03% 149
2013
Q2 		$57K Buy
+4,440
New +$56.6K 0.04% 134

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

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

Tortoise Investment Management opened a new position in Bank of America (BAC) in Q2 2026: 4,134 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in BAC as recently as Q3 2025.

Tortoise Investment Management first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Tortoise Investment Management held 4,134 shares of Bank of America worth $236K as of Q2 2026.
  • Bank of America was a new Tortoise Investment Management position in Q2 2026.
  • Bank of America made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #235 holding.
  • Tortoise Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.