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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
2014
Q1 		– Sell
-2,400
Closed -$3K – 352
2013
Q4 		$3K Hold
2,400
– – ﹤0.01% 288
2013
Q3 		$2K Buy
+2,400
New +$34.3K ﹤0.01% 300

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 2,475 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.
  • 2,475 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.