Winslow Asset Management’s Bank of America BAC Stock Holding History

Winslow Asset 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	$224K	Buy	+3,930	New	+$209K	0.04%	79
2026 Q1	–	Sell	-3,930	Closed	-$216K	–	79
2025 Q4	$216K	Hold	3,930	–	–	0.04%	74
2025 Q3	$203K	Buy	+3,930	New	+$192K	0.04%	74
2024 Q3	–	Sell	-5,101	Closed	-$203K	–	77
2024 Q2	$203K	Buy	+5,101	New	+$195K	0.04%	73
2023 Q1	–	Sell	-6,780	Closed	-$225K	–	72
2022 Q4	$225K	Sell	6,780 -52	-0.8%	-$1.79K	0.05%	70
2022 Q3	$206K	Hold	6,832	–	–	0.05%	71
2022 Q2	$213K	Hold	6,832	–	–	0.05%	75
2022 Q1	$282K	Sell	6,832 -400	-6%	-$18K	0.06%	74
2021 Q4	$322K	Hold	7,232	–	–	0.06%	70
2021 Q3	$307K	Hold	7,232	–	–	0.06%	73
2021 Q2	$298K	Sell	7,232 -60	-0.8%	-$2.46K	0.06%	71
2021 Q1	$282K	Hold	7,292	–	–	0.06%	70
2020 Q4	$221K	Buy	+7,292	New	+$195K	0.05%	74
2020 Q1	–	Sell	-8,020	Closed	-$282K	–	77
2019 Q4	$282K	Buy	+8,020	New	+$259K	0.06%	79

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

Winslow Asset Management's BAC Position: Q2 2026 in Review

Winslow Asset Management opened a new position in Bank of America (BAC) in Q2 2026: 3,930 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #79 among its holdings. This is a return to the name: Winslow Asset Management previously reported a position in BAC as recently as Q4 2025.

Winslow Asset Management first reported a position in BAC in Q4 2019 and has held it in 14 quarters since. The position peaked at $322K in Q4 2021. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Winslow Asset Management held 3,930 shares of Bank of America worth $224K as of Q2 2026.
Bank of America was a new Winslow Asset Management position in Q2 2026.
Bank of America made up 0.04% of Winslow Asset Management's portfolio in Q2 2026, its #79 holding.
Winslow Asset Management first reported a position in Bank of America in Q4 2019 and has held it in 14 quarters since.
Winslow Asset Management's Bank of America position peaked at $322K in Q4 2021.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Winslow Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.