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Woodward Diversified Capital’s Bank of America BAC Stock Holding History

Woodward Diversified Capital’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 		$2.26M Sell
39,668
-647
-2% -$34.4K 1% 20
2026
Q1 		$2.17M Buy
40,315
+359
+0.9% +$18.5K 0.99% 20
2025
Q4 		$2.2M Buy
39,956
+580
+1% +$30.7K 1.01% 18
2025
Q3 		$2.03M Sell
39,376
-168
-0.4% -$8.2K 0.95% 18
2025
Q2 		$1.87M Buy
39,544
+8,709
+28% +$366K 0.95% 20
2025
Q1 		$1.29M Buy
30,835
+486
+2% +$21.7K 0.91% 23
2024
Q4 		$1.33M Sell
30,349
-13,446
-31% -$592K 0.98% 20
2024
Q3 		$1.74M Sell
43,795
-585
-1% -$23.4K 1.1% 17
2024
Q2 		$1.76M Buy
44,380
+5,277
+13% +$202K 1.04% 20
2024
Q1 		$1.48M Buy
39,103
+2,323
+6% +$79.7K 0.92% 23
2023
Q4 		$1.24M Sell
36,780
-342
-0.9% -$9.96K 0.78% 28
2023
Q3 		$1.02M Buy
37,122
+2,743
+8% +$81.2K 0.73% 42
2023
Q2 		$986K Sell
34,379
-616
-2% -$17.6K 0.74% 39
2023
Q1 		$1M Buy
34,995
+244
+0.7% +$8.05K 0.79% 36
2022
Q4 		$1.15M Sell
34,751
-593
-2% -$20.4K 0.93% 24
2022
Q3 		$1.07M Sell
35,344
-381
-1% -$12.7K 0.88% 28
2022
Q2 		$1.11M Sell
35,725
-9,802
-22% -$353K 0.85% 28
2022
Q1 		$1.88M Buy
45,527
+918
+2% +$41.4K 1.23% 16
2021
Q4 		$1.99M Buy
44,609
+1,219
+3% +$55.5K 1.17% 15
2021
Q3 		$1.84M Buy
43,390
+323
+0.7% +$13K 1.16% 16
2021
Q2 		$1.78M Sell
43,067
-5,095
-11% -$209K 1.01% 20
2021
Q1 		$1.86M Buy
48,162
+1,259
+3% +$43.4K 1.1% 20
2020
Q4 		$1.42M Buy
+46,903
New +$1.26M 0.92% 29

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Woodward Diversified Capital's BAC Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Bank of America (BAC) stake by 1.6% in Q2 2026, selling an estimated $34.4K and leaving 39,668 shares worth $2.26M. The position accounts for 1% of the portfolio, ranked #20.

Woodward Diversified Capital first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Woodward Diversified Capital held 39,668 shares of Bank of America worth $2.26M as of Q2 2026.
  • Woodward Diversified Capital sold 647 Bank of America shares in Q2 2026, an estimated $34.4K.
  • Bank of America made up 1% of Woodward Diversified Capital's portfolio in Q2 2026, its #20 holding.
  • Woodward Diversified Capital first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.