Yousif Capital Management’s Bank of America BAC Stock Holding History

Yousif Capital 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	$42.1M	Sell	738,216 -53,349	-7%	-$2.84M	0.47%	29
2026 Q1	$38.6M	Sell	791,565 -36,265	-4%	-$1.87M	0.45%	27
2025 Q4	$43.1M	Sell	827,830 -59,324	-7%	-$3.14M	0.47%	25
2025 Q3	$45.8M	Sell	887,154 -31,908	-3%	-$1.56M	0.49%	26
2025 Q2	$43.5M	Sell	919,062 -16,381	-2%	-$689K	0.47%	26
2025 Q1	$39M	Sell	935,443 -22,527	-2%	-$1M	0.45%	27
2024 Q4	$42.1M	Sell	957,970 -35,542	-4%	-$1.56M	0.47%	26
2024 Q3	$39.4M	Sell	993,512 -23,047	-2%	-$924K	0.43%	26
2024 Q2	$40.4M	Sell	1,016,559 -41,321	-4%	-$1.58M	0.46%	25
2024 Q1	$40.1M	Sell	1,057,880 -17,271	-2%	-$593K	0.44%	26
2023 Q4	$36.2M	Sell	1,075,151 -38,523	-3%	-$1.12M	0.43%	26
2023 Q3	$30.5M	Sell	1,113,674 -33,709	-3%	-$997K	0.39%	33
2023 Q2	$32.9M	Buy	1,147,383 +9,514	+0.8%	+$271K	0.4%	31
2023 Q1	$32.5M	Sell	1,137,869 -53,412	-4%	-$1.76M	0.42%	30
2022 Q4	$39.5M	Buy	1,191,281 +36,216	+3%	+$1.25M	0.52%	25
2022 Q3	$34.9M	Sell	1,155,065 -44,163	-4%	-$1.48M	0.5%	24
2022 Q2	$37.3M	Sell	1,199,228 -44,875	-4%	-$1.62M	0.49%	25
2022 Q1	$51.3M	Buy	1,244,103 +5,651	+0.5%	+$255K	0.56%	17
2021 Q4	$55.1M	Buy	+1,238,452	New	+$56.4M	0.57%	15

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

Yousif Capital Management's BAC Position: Q2 2026 in Review

Yousif Capital Management reduced its Bank of America (BAC) stake by 6.7% in Q2 2026, selling an estimated $2.84M and leaving 738,216 shares worth $42.1M. The position accounts for 0.47% of the portfolio, ranked #29.

Yousif Capital Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.1M in Q4 2021. 856 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Yousif Capital Management held 738,216 shares of Bank of America worth $42.1M as of Q2 2026.
Yousif Capital Management sold 53,349 Bank of America shares in Q2 2026, an estimated $2.84M.
Bank of America made up 0.47% of Yousif Capital Management's portfolio in Q2 2026, its #29 holding.
Yousif Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Bank of America position peaked at $55.1M in Q4 2021.
856 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.