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BAC Bank of America

Financials, filed as BANK AMERICA CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 4

  • 4 Owners
  • #21
  • Max 0.8%
  • Master 1.88%
  • $280M
  • 1 add 2 reduce

In 2026 Q3 Murphy Pohlad added to Bank of America, while Richard Pzena and David Katz trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.8% (Richard Pzena, Pzena Investment Management). Not free-float ownership.

  1. Richard Pzena Reduce 0.81%
  2. Murphy Pohlad Add 0.44%
  3. Kentucky Trust Co. 0.30%
  4. David Katz Reduce 0.24%

Who owns BAC

Sorted by value, long equity only, as of 2026 Q3.

History
Richard Pzena, Pzena Investment Management 0.81%, was 1.1% Reduce −19.9% 5,057,710 $275M History
David Katz, Matrix Asset Advisors 0.24%, was 0.25% Reduce −0.9% 52,484 $2.9M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.44% Add +0.2% 23,215 $1.3M History
Kentucky Trust Co., Kentucky Trust 0.30% Hold 11,168 $608K History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BAC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BAC insider trades
  • None no insider bought on the open market
  • $31.1M sold by 7 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Geoffrey S Greener Chief Risk Officer
    Sale
    $6.7M 126,756 shares at $53.01 8.4% of stake
    Traded May 5 Filed May 7
    ↗
  2. Bernard A Mensah President, International
    Sale
    $4.4M 94,000 shares at $46.94 36% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  3. Thomas M Scrivener Chief Operations Executive
    Sale
    $2.5M 50,000 shares at $49.82 18% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  4. James P DeMare President
    Sale
    $4.2M 83,832 shares at $50.00 21% of stake
    Traded Mar 4 Filed Mar 6
    ↗
  5. Sheri B. Bronstein Chief People Officer
    Sale
    $3M 60,000 shares at $49.91 15% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  6. Dean C Athanasia President
    Sale
    $6.9M 136,558 shares at $50.21 20% of stake
    Traded Mar 3 Filed Mar 5
    ↗
  7. Alastair M Borthwick CFO
    Sale
    $3.4M 68,000 shares at $50.24 17% of stake
    Traded Feb 27 Filed Mar 3
    ↗

Also filed in the last 12 months, not counted as buying or selling: 115 option exercises, 86 share withholdings for taxes, 32 sales back to the company, 13 gifts, 6 stock grants, and 3 other transactions.

Congress

18 members of Congress traded BAC in the last three years: 11 buys and 22 sales. 30 members listed it in 2025 annual reports.

All Congress trades
  1. Laurel M. Lee R-FL-15Spouse Sell $50K–$100K Aug 24 filed Oct 16
  2. Alan Armstrong R-OK Buy $15K–$50K Mar 27 filed Jul 21
  3. James A. Himes D-CT-4Joint Sell $1K–$15K Jul 20 filed Jul 20
  4. Laurel M. Lee R-FL-15Spouse Partial sale $1K–$15K Jun 2 filed Jul 19
  5. Tim Walberg R-MI-5Joint Buy $15K–$50K Feb 7, 2025 filed Jun 3
  6. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
10-Q Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
424B2 Filing Doc

Source: SEC EDGAR submissions, updated 10 minutes ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $98.58B $101.89B $113.1B
Net income $26.52B $27.13B $30.51B
Net margin * 26.9% 26.6% 27.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $3.18T $3.26T $3.41T
Total equity $291.65B $295.56B $303.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $44.98B -$8.8B $12.61B
Cash from investing -$35.39B -$90.69B -$145.16B
Cash from financing $93.34B $60.37B $69.95B
Net change in cash $102.87B -$42.96B -$58.27B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.