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Zuckerman Investment Group’s Bank of America BAC Stock Holding History

Zuckerman Investment 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
2026
Q1 		$889K Hold
18,229
– – 0.08% 74
2025
Q4 		$1M Sell
18,229
-12,000
-40% -$634K 0.09% 75
2025
Q3 		$1.56M Buy
30,229
+15,169
+101% +$740K 0.14% 69
2025
Q2 		$713K Hold
15,060
– – 0.07% 93
2025
Q1 		$628K Hold
15,060
– – 0.07% 99
2024
Q4 		$696K Sell
15,060
-401
-3% -$17.6K 0.07% 91
2024
Q3 		$614K Sell
15,461
-39,599
-72% -$1.59M 0.06% 95
2024
Q2 		$2.19M Sell
55,060
-2
-0% -$77 0.25% 51
2024
Q1 		$2.09M Buy
55,062
+27,502
+100% +$944K 0.24% 54
2023
Q4 		$928K Hold
27,560
– – 0.12% 68
2023
Q3 		$755K Sell
27,560
-6,000
-18% -$178K 0.11% 65
2023
Q2 		$963K Sell
33,560
-147,542
-81% -$4.21M 0.14% 58
2023
Q1 		$5.18M Sell
181,102
-39,711
-18% -$1.31M 0.79% 41
2022
Q4 		$7.31M Buy
220,813
+46,689
+27% +$1.61M 1.16% 32
2022
Q3 		$5.26M Buy
174,124
+20,162
+13% +$674K 0.99% 39
2022
Q2 		$4.79M Buy
153,962
+6,876
+5% +$248K 0.87% 40
2022
Q1 		$6.06M Sell
147,086
-119
-0.1% -$5.37K 0.98% 36
2021
Q4 		$6.55M Buy
147,205
+1,380
+0.9% +$62.9K 1.02% 40
2021
Q3 		$6.19M Sell
145,825
-855
-0.6% -$34.4K 1.03% 39
2021
Q2 		$6.05M Sell
146,680
-8,230
-5% -$337K 0.95% 42
2021
Q1 		$5.99M Buy
154,910
+5,931
+4% +$205K 0.98% 38
2020
Q4 		$4.52M Buy
148,979
+7,920
+6% +$212K 0.83% 43
2020
Q3 		$3.4M Sell
141,059
-643
-0.5% -$16K 0.75% 43
2020
Q2 		$3.37M Buy
141,702
+123,954
+698% +$2.93M 0.8% 41
2020
Q1 		$377K Buy
+17,748
New +$532K 0.11% 54

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

Zuckerman Investment Group's BAC Position: Q1 2026 in Review

Zuckerman Investment Group held its Bank of America (BAC) position steady in Q1 2026 at 18,229 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #74.

Zuckerman Investment Group first reported a position in BAC in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.31M in Q4 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Zuckerman Investment Group held 18,229 shares of Bank of America worth $889K as of Q1 2026.
  • Zuckerman Investment Group left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.08% of Zuckerman Investment Group's portfolio in Q1 2026, its #74 holding.
  • Zuckerman Investment Group first reported a position in Bank of America in Q1 2020 and has held it in 25 quarters since.
  • Zuckerman Investment Group's Bank of America position peaked at $7.31M in Q4 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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