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

Zullo 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
Q2 		$740K Sell
12,982
-2,980
-19% -$158K 0.25% 73
2026
Q1 		$778K Buy
15,962
+57
+0.4% +$2.94K 0.3% 71
2025
Q4 		$875K Sell
15,905
-390
-2% -$20.6K 0.32% 61
2025
Q3 		$841K Buy
16,295
+149
+0.9% +$7.27K 0.31% 64
2025
Q2 		$764K Buy
16,146
+117
+0.7% +$4.92K 0.31% 66
2025
Q1 		$669K Buy
16,029
+169
+1% +$7.53K 0.29% 73
2024
Q4 		$697K Sell
15,860
-32
-0.2% -$1.41K 0.28% 71
2024
Q3 		$631K Buy
15,892
+50
+0.3% +$2K 0.26% 74
2024
Q2 		$630K Buy
15,842
+1,011
+7% +$38.7K 0.28% 70
2024
Q1 		$562K Sell
14,831
-419
-3% -$14.4K 0.26% 75
2023
Q4 		$513K Buy
15,250
+50
+0.3% +$1.46K 0.26% 78
2023
Q3 		$416K Buy
15,200
+773
+5% +$22.9K 0.24% 85
2023
Q2 		$414K Buy
14,427
+120
+0.8% +$3.42K 0.24% 86
2023
Q1 		$409K Buy
14,307
+87
+0.6% +$2.87K 0.25% 84
2022
Q4 		$471K Buy
14,220
+334
+2% +$11.5K 0.29% 71
2022
Q3 		$419K Sell
13,886
-2,082
-13% -$69.6K 0.27% 71
2022
Q2 		$497K Buy
15,968
+67
+0.4% +$2.41K 0.31% 69
2022
Q1 		$655K Buy
15,901
+110
+0.7% +$4.96K 0.34% 66
2021
Q4 		$703K Buy
+15,791
New +$719K 0.36% 60

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's BAC Position: Q2 2026 in Review

Zullo Investment Group reduced its Bank of America (BAC) stake by 19% in Q2 2026, selling an estimated $158K and leaving 12,982 shares worth $740K. The position accounts for 0.25% of the portfolio, ranked #73.

Zullo Investment Group first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $875K in Q4 2025. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Zullo Investment Group held 12,982 shares of Bank of America worth $740K as of Q2 2026.
  • Zullo Investment Group sold 2,980 Bank of America shares in Q2 2026, an estimated $158K.
  • Bank of America made up 0.25% of Zullo Investment Group's portfolio in Q2 2026, its #73 holding.
  • Zullo Investment Group first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Bank of America position peaked at $875K in Q4 2025.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.