Versor Investments’s Bank of America BAC Stock Holding History

Versor 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	–	Sell	-27,900	Closed	-$1.53M	–	92
2025 Q4	$1.53M	Buy	27,900 +18,500	+197%	+$978K	0.24%	70
2025 Q3	$485K	Buy	+9,400	New	+$459K	0.09%	328
2024 Q4	–	Sell	-32,810	Closed	-$1.3M	–	759
2024 Q3	$1.3M	Buy	32,810 +14,810	+82%	+$594K	0.21%	115
2024 Q2	$716K	Buy	+18,000	New	+$690K	0.13%	236
2023 Q4	–	Sell	-65,400	Closed	-$1.79M	–	698
2023 Q3	$1.79M	Buy	+65,400	New	+$1.93M	0.36%	37
2019 Q1	–	Sell	-25,500	Closed	-$628K	–	272
2018 Q4	$628K	Buy	+25,500	New	+$692K	0.14%	132
2018 Q3	–	Sell	-70,500	Closed	-$1.99M	–	250
2018 Q2	$1.99M	Buy	+70,500	New	+$2.1M	0.67%	46
2017 Q1	–	Sell	-11,934	Closed	-$264K	–	115
2016 Q4	$264K	Buy	+11,934	New	+$230K	0.11%	60

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

Versor Investments's BAC Position: Q1 2026 in Review

Versor Investments sold out of Bank of America (BAC) in Q1 2026, closing a stake of 27,900 shares — an estimated $1.53M sold.

Versor Investments first reported a position in BAC in Q4 2016 and held it in 8 quarters. The position peaked at $1.99M in Q2 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Versor Investments reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 27,900 Bank of America shares in Q1 2026, an estimated $1.53M.
Versor Investments first reported a position in Bank of America in Q4 2016 and held it in 8 quarters.
Versor Investments's Bank of America position peaked at $1.99M in Q2 2018.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.