Wellington Management Group
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Wellington Management Group’s Bank of America BAC Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-4,228
Closed -$2.5M – 2200
2017
Q4 		$2.5M Buy
4,228
+126
+3% +$3.47K ﹤0.01% 1668
2017
Q3 		$1.31M Buy
+4,102
New +$99.5K ﹤0.01% 1820
2016
Q4 		– Sell
-7,716
Closed -$359K – 2179
2016
Q3 		$359K Buy
+7,716
New +$115K ﹤0.01% 2049
2016
Q2 		– Sell
-3,057
Closed -$275K – 2086
2016
Q1 		$275K Buy
+3,057
New +$41.3K ﹤0.01% 2046

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group's BAC Position: Q1 2026 in Review

Wellington Management Group reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $404M and leaving 46,629,889 shares worth $2.27B. The position accounts for 0.42% of the portfolio, ranked #45.

Wellington Management Group first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.21B in Q4 2019. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wellington Management Group held 46,629,889 shares of Bank of America worth $2.27B as of Q1 2026.
  • Wellington Management Group sold 7,837,250 Bank of America shares in Q1 2026, an estimated $404M.
  • Bank of America made up 0.42% of Wellington Management Group's portfolio in Q1 2026, its #45 holding.
  • Wellington Management Group first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Bank of America position peaked at $8.21B in Q4 2019.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.