John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Bank of America Corp. (BAC)
← All BAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 512,111 0.28 Reduce 1.03% <0.01 $46.12–56.87 · VW $52.15i $24,965,411 SEC
2025   Q4 517,442 0.31 Reduce 4.12% 0.01 $50.70–57.55 · VW $53.82i $28,459,310 SEC
2025   Q3 539,659 0.30 Add 12.92% 0.03 $44.75–53.64 · VW $50.61i $27,841,008 SEC
2025   Q2 477,903 0.26 Reduce 43.10% 0.18 $39.58–49.31 · VW $45.39i $22,614,370 SEC
2025   Q1 839,929 0.41 Add 409.60% 0.33 $33.07–47.98 · VW $40.31i $35,050,237 SEC
2024   Q4 164,820 0.08 Reduce 2.68% <0.01 $41.11–48.08 · VW $45.16i $7,243,839 SEC
2024   Q3 169,359 0.07 Reduce 1.35% <0.01 $35.14–43.36 · VW $40.11i $6,720,165 SEC
2024   Q2 171,684 0.08 Reduce 2.94% <0.01 $36.65–44.44 · VW $40.47i $6,827,873 SEC
2024   Q1 176,881 0.07 $37.92 $6,707,328 SEC
2023   Q4 176,881 0.06 Add 12.95% <0.01 $26.15–35.10 · VW $31.75i $5,955,583 SEC
2023   Q3 156,608 0.05 Add 7.73% <0.01 $24.96–31.94 · VW $27.75i $4,287,927 SEC
2023   Q2 145,371 0.04 Add 19.69% <0.01 $26.83–32.85 · VW $30.56i $4,170,694 SEC
2023   Q1 121,454 0.03 Add 26.46% <0.01 $26.32–37.00 · VW $30.87i $3,473,584 SEC
2022   Q4 96,039 0.03 Add 61.02% 0.01 $31.35–38.60 · VW $35.14i $3,180,812 SEC
2022   Q3 59,644 0.02 Buy 0.02 $29.31–36.94 · VW $34.10i $1,801,000 SEC
Price snapshot:
Current price$59.50
Avg. buy price$40.92
+/- since buy45.40%
52-week low$43.80
52-week high$60.83