Towarzystwo Funduszy Inwestycyjnych PZU SA’s Bank of America BAC Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$988K	Buy	17,334 +1,224	+8%	+$65.1K	0.28%	59
2026 Q1	$785K	Sell	16,110 -1,590	-9%	-$82K	0.26%	56
2025 Q4	$974K	Buy	17,700 +850	+5%	+$44.9K	0.25%	57
2025 Q3	$869K	Buy	16,850 +9,020	+115%	+$440K	0.21%	57
2025 Q2	$371K	Buy	7,830 +830	+12%	+$34.9K	0.1%	101
2025 Q1	$292K	Hold	7,000	–	–	0.1%	103
2024 Q4	$308K	Buy	7,000 +550	+9%	+$24.2K	0.1%	85
2024 Q3	$256K	Buy	6,450 +1,056	+20%	+$42.3K	0.09%	99
2024 Q2	$215K	Hold	5,394	–	–	0.08%	106
2024 Q1	$205K	Hold	5,394	–	–	0.09%	107
2023 Q4	$182K	Buy	+5,394	New	+$157K	0.08%	103
2021 Q3	$146K	Hold	3,434	–	–	0.17%	67
2021 Q2	$142K	Buy	3,434 +500	+17%	+$20.5K	0.17%	75
2021 Q1	$114K	Hold	2,934	–	–	0.17%	77
2020 Q4	$88.9K	Buy	+2,934	New	+$78.6K	0.09%	75

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's BAC Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Bank of America (BAC) stake by 7.6% in Q2 2026, buying an estimated $65.1K and bringing the position to 17,334 shares worth $988K. The position accounts for 0.28% of the portfolio, ranked #59.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BAC in Q4 2020 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 17,334 shares of Bank of America worth $988K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 1,224 Bank of America shares in Q2 2026, an estimated $65.1K.
Bank of America made up 0.28% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #59 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Bank of America in Q4 2020 and has held it in 15 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.