Van Den Berg Management I’s Bank of America BAC Stock Holding History

Van Den Berg Management I’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	$2.88M	Sell	50,610 -1,115	-2%	-$59.3K	0.61%	45
2026 Q1	$2.52M	Sell	51,725 -7,239	-12%	-$374K	0.58%	47
2025 Q4	$3.24M	Sell	58,964 -8,453	-13%	-$447K	0.74%	41
2025 Q3	$3.48M	Sell	67,417 -321	-0.5%	-$15.7K	0.87%	39
2025 Q2	$3.21M	Buy	67,738 +7,780	+13%	+$327K	0.91%	39
2025 Q1	$2.5M	Sell	59,958 -10,996	-15%	-$490K	0.77%	41
2024 Q4	$3.12M	Sell	70,954 -2,664	-4%	-$117K	0.9%	40
2024 Q3	$2.92M	Sell	73,618 -119,683	-62%	-$4.8M	0.85%	39
2024 Q2	$7.69M	Sell	193,301 -1,929	-1%	-$73.9K	2.28%	14
2024 Q1	$7.4M	Buy	195,230 +57	+0%	+$1.96K	2.17%	18
2023 Q4	$6.57M	Buy	195,173 +19,625	+11%	+$571K	2.18%	18
2023 Q3	$4.81M	Buy	175,548 +3,571	+2%	+$106K	1.68%	23
2023 Q2	$4.93M	Buy	171,977 +5,627	+3%	+$161K	1.77%	24
2023 Q1	$4.76M	Buy	166,350 +2,443	+1%	+$80.6K	1.77%	24
2022 Q4	$5.43M	Buy	+163,907	New	+$5.65M	2.02%	19
2021 Q1	–	Sell	-10,002	Closed	-$303K	–	70
2020 Q4	$303K	Hold	10,002	–	–	0.08%	54
2020 Q3	$241K	Buy	+10,002	New	+$249K	0.09%	36

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

Van Den Berg Management I's BAC Position: Q2 2026 in Review

Van Den Berg Management I reduced its Bank of America (BAC) stake by 2.2% in Q2 2026, selling an estimated $59.3K and leaving 50,610 shares worth $2.88M. The position accounts for 0.61% of the portfolio, ranked #45.

Van Den Berg Management I first reported a position in BAC in Q3 2020 and has held it in 17 quarters since. The position peaked at $7.69M in Q2 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Van Den Berg Management I held 50,610 shares of Bank of America worth $2.88M as of Q2 2026.
Van Den Berg Management I sold 1,115 Bank of America shares in Q2 2026, an estimated $59.3K.
Bank of America made up 0.61% of Van Den Berg Management I's portfolio in Q2 2026, its #45 holding.
Van Den Berg Management I first reported a position in Bank of America in Q3 2020 and has held it in 17 quarters since.
Van Den Berg Management I's Bank of America position peaked at $7.69M in Q2 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.