Welch Group’s Bank of America BAC Stock Holding History

Welch Group’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	$1.81M	Buy	31,739 +1,228	+4%	+$65.3K	0.06%	86
2026 Q1	$1.49M	Sell	30,511 -608	-2%	-$31.4K	0.06%	96
2025 Q4	$1.71M	Buy	31,119 +97	+0.3%	+$5.13K	0.07%	91
2025 Q3	$1.6M	Buy	31,022 +2,325	+8%	+$113K	0.06%	88
2025 Q2	$1.36M	Buy	28,697 +686	+2%	+$28.9K	0.06%	88
2025 Q1	$1.16M	Sell	28,011 -6,689	-19%	-$298K	0.05%	90
2024 Q4	$1.52M	Sell	34,700 -7,781	-18%	-$342K	0.07%	83
2024 Q3	$1.69M	Sell	42,481 -140	-0.3%	-$5.61K	0.07%	77
2024 Q2	$1.7M	Buy	42,621 +2,327	+6%	+$89.2K	0.08%	70
2024 Q1	$1.53M	Buy	40,294 +13,028	+48%	+$447K	0.08%	70
2023 Q4	$918K	Sell	27,266 -791	-3%	-$23K	0.05%	94
2023 Q3	$768K	Sell	28,057 -2,601	-8%	-$77K	0.05%	90
2023 Q2	$880K	Sell	30,658 -2,499	-8%	-$71.3K	0.05%	86
2023 Q1	$948K	Sell	33,157 -45,871	-58%	-$1.51M	0.06%	81
2022 Q4	$2.62M	Buy	79,028 +784	+1%	+$27K	0.15%	62
2022 Q3	$2.36M	Hold	78,244	–	–	0.15%	60
2022 Q2	$2.44M	Buy	78,244 +2,007	+3%	+$72.3K	0.15%	60
2022 Q1	$3.14M	Sell	76,237 -124	-0.2%	-$5.59K	0.18%	59
2021 Q4	$3.4M	Hold	76,361	–	–	0.2%	55
2021 Q3	$3.24M	Buy	76,361 +654	+0.9%	+$26.3K	0.22%	53
2021 Q2	$3.12M	Buy	75,707 +548	+0.7%	+$22.5K	0.21%	52
2021 Q1	$2.91M	Buy	75,159 +8,135	+12%	+$281K	0.21%	50
2020 Q4	$2.03M	Sell	67,024 -415	-0.6%	-$11.1K	0.16%	56
2020 Q3	$1.63M	Sell	67,439 -4,470	-6%	-$111K	0.14%	51
2020 Q2	$1.71M	Buy	71,909 +3,846	+6%	+$90.9K	0.16%	50
2020 Q1	$1.45M	Buy	68,063 +3,209	+5%	+$96.2K	0.15%	49
2019 Q4	$2.28M	Buy	64,854 +710	+1%	+$22.9K	0.22%	41
2019 Q3	$1.87M	Hold	64,144	–	–	0.19%	43
2019 Q2	$1.86M	Buy	64,144 +332	+0.5%	+$9.57K	0.2%	43
2019 Q1	$1.76M	Hold	63,812	–	–	0.19%	42
2018 Q4	$1.57M	Hold	63,812	–	–	0.19%	46
2018 Q3	$1.88K	Hold	63,812	–	–	0.2%	44
2018 Q2	$1.8M	Sell	63,812 -1,017	-2%	-$30.3K	0.22%	42
2018 Q1	$1.94M	Buy	64,829 +2,917	+5%	+$91.6K	0.25%	41
2017 Q4	$1.83M	Hold	61,912	–	–	0.28%	41
2017 Q3	$1.57M	Sell	61,912 -85	-0.1%	-$2.06K	0.26%	42
2017 Q2	$1.5M	Buy	61,997 +51,962	+518%	+$1.21M	0.25%	43
2017 Q1	$237K	Buy	10,035 +42	+0.4%	+$997	0.04%	78
2016 Q4	$221K	Buy	9,993 +2,300	+30%	+$44.3K	0.04%	83
2016 Q3	$120K	Hold	7,693	–	–	0.02%	127
2016 Q2	$102K	Sell	7,693 -2,038	-21%	-$28.6K	0.02%	123
2016 Q1	$132K	Buy	9,731 +1,027	+12%	+$13.9K	0.02%	130
2015 Q4	$147K	Hold	8,704	–	–	0.03%	126
2015 Q3	$136K	Buy	8,704 +1	+0%	+$17	0.03%	127
2015 Q2	$148K	Hold	8,703	–	–	0.03%	124
2015 Q1	$134	Sell	8,703 -50	-0.6%	-$803	0.02%	130
2014 Q4	$157K	Sell	8,753 -2,000	-19%	-$34.2K	0.03%	120
2014 Q3	$183K	Buy	10,753 +2,001	+23%	+$31.9K	0.04%	107
2014 Q2	$135K	Sell	8,752 -291	-3%	-$4.52K	0.03%	126
2014 Q1	$156K	Buy	9,043 +241	+3%	+$4.05K	0.04%	109
2013 Q4	$137K	Hold	8,802	–	–	0.03%	117
2013 Q3	$121K	Hold	8,802	–	–	0.03%	119
2013 Q2	$113K	Buy	+8,802	New	+$112K	0.03%	116

Other funds holding BAC

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Welch Group's BAC Position: Q2 2026 in Review

Welch Group increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $65.3K and bringing the position to 31,739 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #86.

Welch Group first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.4M in Q4 2021. 1,470 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Welch Group held 31,739 shares of Bank of America worth $1.81M as of Q2 2026.
Welch Group bought 1,228 Bank of America shares in Q2 2026, an estimated $65.3K.
Bank of America made up 0.06% of Welch Group's portfolio in Q2 2026, its #86 holding.
Welch Group first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
Welch Group's Bank of America position peaked at $3.4M in Q4 2021.
1,470 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.