Y-Intercept (HK)’s Bank of America BAC Stock Holding History

Y-Intercept (HK)’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	$7.23M	Sell	126,924 -32,137	-20%	-$1.71M	0.14%	168
2026 Q1	$7.75M	Sell	159,061 -255,427	-62%	-$13.2M	0.15%	171
2025 Q4	$22.8M	Buy	+414,488	New	+$21.9M	0.51%	11
2025 Q3	–	Sell	-7,614	Closed	-$360K	–	1569
2025 Q2	$360K	Sell	7,614 -84,616	-92%	-$3.56M	0.01%	1304
2025 Q1	$3.85M	Sell	92,230 -50,973	-36%	-$2.27M	0.26%	82
2024 Q4	$6.29M	Buy	143,203 +69,067	+93%	+$3.04M	0.42%	26
2024 Q3	$2.94M	Sell	74,136 -8,992	-11%	-$360K	0.18%	126
2024 Q2	$3.31M	Buy	+83,128	New	+$3.19M	0.18%	120
2023 Q4	–	Sell	-37,540	Closed	-$1.03M	–	1228
2023 Q3	$1.03M	Sell	37,540 -94,798	-72%	-$2.8M	0.1%	306
2023 Q2	$3.8M	Buy	+132,338	New	+$3.78M	0.4%	26
2022 Q4	–	Sell	-100,261	Closed	-$3.03M	–	997
2022 Q3	$3.03M	Sell	100,261 -83,195	-45%	-$2.78M	0.3%	66
2022 Q2	$5.71M	Buy	183,456 +95,107	+108%	+$3.42M	0.75%	12
2022 Q1	$3.64M	Sell	88,349 -77,257	-47%	-$3.49M	0.83%	7
2021 Q4	$7.37M	Buy	165,606 +120,970	+271%	+$5.51M	1.75%	2
2021 Q3	$1.9M	Buy	44,636 +17,850	+67%	+$719K	0.34%	69
2021 Q2	$1.1M	Buy	+26,786	New	+$1.1M	0.28%	80
2021 Q1	–	Sell	-7,361	Closed	-$221K	–	622
2020 Q4	$221K	Buy	+7,361	New	+$197K	0.09%	425

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK)'s BAC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Bank of America (BAC) stake by 20% in Q2 2026, selling an estimated $1.71M and leaving 126,924 shares worth $7.23M. The position accounts for 0.14% of the portfolio, ranked #168.

Y-Intercept (HK) first reported a position in BAC in Q4 2020 and has held it in 17 quarters since. The position peaked at $22.8M in Q4 2025. 883 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Y-Intercept (HK) held 126,924 shares of Bank of America worth $7.23M as of Q2 2026.
Y-Intercept (HK) sold 32,137 Bank of America shares in Q2 2026, an estimated $1.71M.
Bank of America made up 0.14% of Y-Intercept (HK)'s portfolio in Q2 2026, its #168 holding.
Y-Intercept (HK) first reported a position in Bank of America in Q4 2020 and has held it in 17 quarters since.
Y-Intercept (HK)'s Bank of America position peaked at $22.8M in Q4 2025.
883 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.