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Wedge Capital Management’s Bank of America BAC Stock Holding History

Wedge Capital 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 		$649K Sell
11,395
-1,286
-10% -$68.4K 0.01% 433
2026
Q1 		$618K Buy
12,681
+1,461
+13% +$75.4K 0.01% 470
2025
Q4 		$617K Sell
11,220
-182
-2% -$9.62K 0.01% 470
2025
Q3 		$588K Hold
11,402
– – 0.01% 480
2025
Q2 		$540K Buy
11,402
+914
+9% +$38.5K 0.01% 471
2025
Q1 		$438K Sell
10,488
-63
-0.6% -$2.81K 0.01% 474
2024
Q4 		$464K Hold
10,551
– – 0.01% 474
2024
Q3 		$419K Buy
10,551
+54
+0.5% +$2.16K 0.01% 470
2024
Q2 		$417K Sell
10,497
-1,057
-9% -$40.5K 0.01% 457
2024
Q1 		$438K Buy
11,554
+125
+1% +$4.29K 0.01% 459
2023
Q4 		$385K Buy
11,429
+45
+0.4% +$1.31K 0.01% 455
2023
Q3 		$312K Hold
11,384
– – 0.01% 471
2023
Q2 		$327K Sell
11,384
-1,494
-12% -$42.6K 0.01% 488
2023
Q1 		$368K Buy
12,878
+949
+8% +$31.3K 0.01% 334
2022
Q4 		$395K Sell
11,929
-371
-3% -$12.8K 0.01% 327
2022
Q3 		$371K Buy
12,300
+237
+2% +$7.92K 0.01% 329
2022
Q2 		$376K Buy
12,063
+251
+2% +$9.04K 0.01% 329
2022
Q1 		$487K Buy
11,812
+125
+1% +$5.64K 0.01% 314
2021
Q4 		$520K Sell
11,687
-158
-1% -$7.2K 0.01% 319
2021
Q3 		$503K Sell
11,845
-804,280
-99% -$32.4M 0.01% 314
2021
Q2 		$33.6M Sell
816,125
-299,629
-27% -$12.3M 0.41% 68
2021
Q1 		$43.2M Sell
1,115,754
-33,122
-3% -$1.14M 0.51% 57
2020
Q4 		$34.8M Sell
1,148,876
-94,142
-8% -$2.52M 0.4% 67
2020
Q3 		$29.9M Sell
1,243,018
-79,594
-6% -$1.98M 0.4% 62
2020
Q2 		$31.4M Buy
1,322,612
+55,208
+4% +$1.3M 0.43% 90
2020
Q1 		$26.9M Buy
1,267,404
+30,512
+2% +$915K 0.46% 93
2019
Q4 		$43.6M Sell
1,236,892
-180,601
-13% -$5.84M 0.49% 68
2019
Q3 		$41.3M Sell
1,417,493
-14,671
-1% -$422K 0.48% 62
2019
Q2 		$41.5M Sell
1,432,164
-47,939
-3% -$1.38M 0.48% 75
2019
Q1 		$40.8M Sell
1,480,103
-173,881
-11% -$4.91M 0.47% 65
2018
Q4 		$40.8M Buy
1,653,984
+65,393
+4% +$1.77M 0.5% 44
2018
Q3 		$46.8M Sell
1,588,591
-22,331
-1% -$680K 0.45% 62
2018
Q2 		$45.4M Buy
1,610,922
+175,060
+12% +$5.22M 0.44% 66
2018
Q1 		$43.1M Sell
1,435,862
-222,959
-13% -$7M 0.41% 74
2017
Q4 		$49M Sell
1,658,821
-288,002
-15% -$7.94M 0.44% 58
2017
Q3 		$49.3M Buy
1,946,823
+743
+0% +$18K 0.46% 62
2017
Q2 		$47.2M Buy
1,946,080
+135,702
+7% +$3.16M 0.45% 60
2017
Q1 		$42.7M Sell
1,810,378
-63,424
-3% -$1.51M 0.41% 89
2016
Q4 		$41.4M Sell
1,873,802
-710,141
-27% -$13.7M 0.4% 81
2016
Q3 		$40.4M Sell
2,583,943
-154,431
-6% -$2.3M 0.41% 90
2016
Q2 		$36.3M Sell
2,738,374
-55,189
-2% -$775K 0.38% 90
2016
Q1 		$37.8M Buy
2,793,563
+391,429
+16% +$5.28M 0.39% 77
2015
Q4 		$40.4M Sell
2,402,134
-69,595
-3% -$1.18M 0.43% 65
2015
Q3 		$38.5M Buy
2,471,729
+1,638,895
+197% +$27.6M 0.41% 67
2015
Q2 		$14.2M Sell
832,834
-5,790
-0.7% -$95.4K 0.14% 196
2015
Q1 		$12.9M Buy
838,624
+97,485
+13% +$1.57M 0.13% 198
2014
Q4 		$13.3M Sell
741,139
-32,515
-4% -$556K 0.13% 203
2014
Q3 		$13.2M Buy
773,654
+2,800
+0.4% +$44.6K 0.14% 198
2014
Q2 		$11.8M Buy
770,854
+85,240
+12% +$1.32M 0.12% 219
2014
Q1 		$11.8M Sell
685,614
-59,695
-8% -$1M 0.12% 217
2013
Q4 		$11.6M Sell
745,309
-165,466
-18% -$2.45M 0.12% 220
2013
Q3 		$12.6M Sell
910,775
-146,725
-14% -$2.09M 0.15% 206
2013
Q2 		$13.6M Buy
+1,057,500
New +$13.5M 0.16% 196

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedge Capital Management's BAC Position: Q2 2026 in Review

Wedge Capital Management reduced its Bank of America (BAC) stake by 10% in Q2 2026, selling an estimated $68.4K and leaving 11,395 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #433.

Wedge Capital Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.3M in Q3 2017. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wedge Capital Management held 11,395 shares of Bank of America worth $649K as of Q2 2026.
  • Wedge Capital Management sold 1,286 Bank of America shares in Q2 2026, an estimated $68.4K.
  • Bank of America made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #433 holding.
  • Wedge Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's Bank of America position peaked at $49.3M in Q3 2017.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.