Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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 6,422,754 1.02 Reduce 0.88% <0.01 $46.12–56.87 · VW $52.15i $313,109,258 SEC
2025   Q4 6,480,095 1.07 Reduce 0.36% <0.01 $50.70–57.55 · VW $53.82i $356,405,225 SEC
2025   Q3 6,503,771 1.08 Reduce 1.11% 0.01 $44.75–53.64 · VW $50.61i $335,529,546 SEC
2025   Q2 6,576,743 1.01 Add 3.52% 0.03 $39.58–49.31 · VW $45.39i $311,211,478 SEC
2025   Q1 6,352,945 0.93 Reduce 61.76% 1.53 $33.07–47.98 · VW $40.31i $265,108,395 SEC
2024   Q4 16,612,322 2.48 Reduce 14.73% 0.37 $41.11–48.08 · VW $45.16i $730,111,552 SEC
2024   Q3 19,482,901 2.49 Reduce 1.77% 0.05 $35.14–43.36 · VW $40.11i $773,081,512 SEC
2024   Q2 19,833,297 2.77 Reduce 7.61% 0.21 $36.65–44.44 · VW $40.47i $788,770,222 SEC
2024   Q1 21,465,791 2.79 Add 4.66% 0.12 $32.35–38.49 · VW $35.95i $813,982,795 SEC
2023   Q4 20,510,906 2.60 Add 5.56% 0.14 $26.15–35.10 · VW $31.75i $690,602,204 SEC
2023   Q3 19,430,142 2.29 Add 28.73% 0.51 $24.96–31.94 · VW $27.75i $531,997,288 SEC
2023   Q2 15,094,260 1.85 Add 57.81% 0.68 $26.83–32.85 · VW $30.56i $433,054,319 SEC
2023   Q1 9,565,066 1.18 Add 5.44% 0.06 $26.32–37.00 · VW $30.87i $273,560,888 SEC
2022   Q4 9,071,627 1.33 Add 0.07% <0.01 $31.35–38.60 · VW $35.14i $300,452,286 SEC
2022   Q3 9,065,603 1.36 Reduce 1.40% 0.02 $29.31–36.94 · VW $34.10i $273,781,000 SEC
2022   Q2 9,194,205 1.28 Add 15.07% 0.17 $29.67–38.75 · VW $34.08i $286,216,000 SEC
2022   Q1 7,989,915 1.25 Reduce 12.64% 0.19 $35.54–50.11 · VW $40.44i $329,344,000 SEC
2021   Q4 9,145,772 1.53 Reduce 5.53% 0.09 $42.59–50.08 · VW $46.27i $406,895,000 SEC
2021   Q3 9,681,180 1.63 Reduce 4.65% 0.08 $37.55–48.43 · VW $44.59i $410,966,000 SEC
2021   Q2 10,152,918 1.63 Reduce 4.53% 0.08 $36.51–43.49 · VW $39.45i $418,605,000 SEC
2021   Q1 10,634,297 1.67 Reduce 3.38% 0.05 $29.57–41.13 · VW $37.08i $411,441,000 SEC
2020   Q4 11,005,795 1.57 Add 1.73% 0.03 $23.27–34.37 · VW $29.10i $333,586,000 SEC
2020   Q3 10,818,423 1.63 Reduce 10.58% 0.20 $22.95–27.75 · VW $24.80i $260,616,000 SEC
2020   Q2 12,098,525 1.87 Reduce 4.14% 0.08 $20.10–29.01 · VW $24.66i $287,340,000 SEC
2020   Q1 12,620,715 2.03 Reduce 4.70% 0.10 $17.95–35.45 · VW $25.82i $267,938,000 SEC
2019   Q4 13,242,708 2.18 Reduce 8.12% 0.19 $31.37–35.72 · VW $33.31i $466,408,000 SEC
2019   Q3 14,413,045 2.29 Reduce 1.98% 0.04 $26.21–32.23 · VW $29.90i $420,429,000 SEC
2019   Q2 14,704,525 2.25 Reduce 0.93% 0.02 $26.40–31.06 · VW $29.38i $426,431,000 SEC
2019   Q1 14,842,164 2.23 Reduce 6.85% 0.16 $26.61–31.17 · VW $29.45i $409,495,000 SEC
2018   Q4 15,933,897 2.29 Reduce 1.43% 0.03 $22.66–29.72 · VW $26.95i $392,611,000 SEC
2018   Q3 16,165,550 2.32 Reduce 1.45% 0.03 $25.88–31.91 · VW $28.43i $476,237,000 SEC
2018   Q2 16,403,367 2.33 Reduce 3.32% 0.09 $27.63–31.45 · VW $29.99i $462,411,000 SEC
2018   Q1 16,966,578 2.59 Reduce 13.42% 0.38 $28.75–33.05 · VW $30.57i $508,828,000 SEC
2017   Q4 19,595,313 2.84 Reduce 0.17% <0.01 $25.81–32.45 · VW $30.09i $578,454,000 SEC
2017   Q3 19,628,386 2.63 Reduce 4.21% 0.11 $22.75–27.98 · VW $26.04i $497,383,000 SEC
2017   Q2 20,490,554 2.72 Reduce 4.22% 0.12 $22.07–25.11 · VW $23.77i $497,101,000 SEC
2017   Q1 21,393,274 2.85 Reduce 8.89% 0.27 $22.16–25.80 · VW $23.77i $504,667,000 SEC
2016   Q4 23,479,533 3.02 Reduce 16.48% 0.45 $16.28–23.55 · VW $20.82i $518,898,000 SEC
2016   Q3 28,110,981 2.73 Reduce 6.13% 0.15 $14.09–17.10 · VW $15.90i $439,937,000 SEC
2016   Q2 29,946,738 2.49 Reduce 1.09% 0.03 $12.05–15.15 · VW $13.90i $397,393,000 SEC
2016   Q1 30,276,786 2.52 Add 5.61% 0.13 $10.99–15.30 · VW $13.62i $409,342,000 SEC
2015   Q4 28,668,804 3.04 Reduce 4.03% 0.12 $12.94–18.09 · VW $15.06i $482,496,000 SEC
2015   Q3 29,871,875 3.02 Reduce 1.80% 0.05 $14.60–18.07 · VW $16.48i $465,404,000 SEC
2015   Q2 30,419,181 2.96 Reduce 1.60% 0.04 $15.92–18.48 · VW $17.43i $517,734,000 SEC
2015   Q1 30,912,335 2.69 Reduce 1.00% 0.03 $15.12–16.79 · VW $15.95i $475,741,000 SEC
2014   Q4 31,223,345 3.03 Reduce 1.35% 0.04 $14.97–18.21 · VW $16.11i $558,586,000 SEC
2014   Q3 31,650,403 2.99 Add 0.68% 0.02 $14.84–17.41 · VW $16.47i $539,639,000 SEC
2014   Q2 31,436,311 2.73 Add 24.27% 0.53 $14.37–16.23 · VW $15.28i $483,176,000 SEC
2014   Q1 25,296,661 2.58 Reduce 3.58% 0.09 $14.86–18.03 · VW $16.01i $435,103,000 SEC
2013   Q4 26,235,806 2.47 Add 4.09% 0.10 $13.80–17.42 · VW $15.99i $408,491,000 SEC
2013   Q3 25,204,706 2.33 Add 1.20% 0.03 $13.60–14.97 · VW $14.18i $347,825,000 SEC
2013   Q2 24,906,945 2.21 Reduce 0.99% 0.02 $12.05–15.03 · VW $13.89i $320,303,000 SEC
2013   Q1 25,155,584 2.19 Add 1.65% 0.04 $10.98–12.94 · VW $12.08i $306,395,000 SEC
2012   Q4 24,746,804 2.40 Add 4.95% 0.11 $8.92–12.20 · VW $10.81i $287,063,000 SEC
2012   Q3 23,580,301 1.77 Add 36.68% 0.47 $7.10–9.79 · VW $8.74i $208,214,000 SEC
2012   Q2 17,252,795 1.68 Reduce 6.08% 0.11 $6.72–8.40 · VW $7.49i $141,128,000 SEC
2012   Q1 18,369,357 1.84 Reduce 6.63% 0.08 $7.21–10.10 · VW $8.47i $175,795,000 SEC
2011   Q4 19,674,534 1.21 Add 4.48% 0.05 $4.92–7.50 · VW $6.52i $109,390,000 SEC
2011   Q3 18,830,112 1.40 Add 0.32% <0.01 $5.13–10.05 · VW $7.34i $115,240,000 SEC
2011   Q2 18,769,304 1.92 Add 7.56% 0.13 $9.40–12.71 · VW $10.61i $205,712,000 SEC
2011   Q1 17,449,578 2.07 Add 1.88% 0.04 $12.15–14.95 · VW $13.13i $232,603,000 SEC
2010   Q4 17,127,098 2.25 Add 8.61% 0.18 $10.91–15.31 · VW $13.32i $228,475,000 SEC
2010   Q3 15,769,099 2.22 Add 11.41% 0.23 $11.03–14.47 · VW $12.32i $206,733,000 SEC
2010   Q2 14,154,540 2.25 Reduce 0.59% 0.01 $13.30–18.15 · VW $15.16i $203,401,000 SEC
2010   Q1 14,239,095 2.38 Buy 2.38 $14.25–19.86 · VW $17.31i $254,168,000 SEC
2009   Q4 0 0.00 Sell 100.00% 2.60 $14.12–17.19 · VW $15.50i SEC
2009   Q3 15,252,466 2.60 Reduce 2.82% 0.07 $14.50–19.10 · VW $16.06i $258,072,000 SEC
2009   Q2 15,694,391 2.62 Reduce 10.03% 0.18 $8.55–15.07 · VW $12.80i $207,166,000 SEC
2009   Q1 17,444,419 1.79 Reduce 1.38% 0.04 $2.53–11.58 · VW $7.68i $118,971,000 SEC
2008   Q4 17,688,908 3.06 Add 5.74% 0.17 $5.05–24.62 · VW $12.08i $249,060,000 SEC
2008   Q3 16,729,344 4.65 Add 2.04% 0.09 $18.99–39.50 · VW $27.55i $585,527,000 SEC
2008   Q2 16,394,925 2.61 Add 20.82% 0.45 $18.44–40.65 · VW $30.66i $391,347,000 SEC
2007   Q4 13,569,580 2.84 Add 10.21% 0.26 $33.12–47.00 · VW $41.42i $559,881,000 SEC
2007   Q3 12,312,208 2.54 Add 7.11% 0.17 $46.45–52.96 · VW $49.23i $618,935,000 SEC
2007   Q2 11,495,133 2.14 Reduce 22.40% 0.74 $46.90–51.90 · VW $48.74i $561,997,000 SEC
2007   Q1 14,813,060 3.32 Add 104.04% 1.69 $48.36–54.21 · VW $51.16i $561,563,000 SEC
2006   Q4 7,259,952 1.65 Add 41.34% 0.48 $51.32–55.08 · VW $52.99i $387,609,000 SEC
2006   Q3 5,136,527 1.29 Add 4.39% 0.05 $50.70–54.87 · VW $53.15i $275,164,000 SEC
2006   Q2 4,920,505 1.29 Add 1.80% 0.02 $45.86–51.90 · VW $49.76i $236,676,000 SEC
2006   Q1 4,833,725 1.26 Add 7743.77% 1.25 $42.92–49.98 · VW $47.61i $220,128,000 SEC
2005   Q4 61,625 0.02 Reduce 13.05% <0.01 $43.27–47.25 · VW $44.92i $2,844,000 SEC
2005   Q3 70,875 0.02 Add 68.95% 0.01 $41.13–44.15 · VW $43.01i $2,984,000 SEC
2005   Q2 41,950 0.02 Reduce 94.34% 0.32 $43.60–47.44 · VW $44.88i $1,913,000 SEC
2005   Q1 741,414 0.34 Add 10.54% 0.03 $43.40–47.20 · VW $45.21i $32,697,000 SEC
2004   Q4 670,739 0.36 Reduce 74.60% 1.24 $44.40–47.47 · VW $46.08i $31,518,000 SEC
2004   Q3 2,641,169 1.67 Add 4.84% 0.08 $41.70–45.69 · VW $44.06i $114,442,000 SEC
2004   Q2 2,519,358 1.79 Buy 1.79 $38.51–42.85 · VW $41.29i $106,594,000 SEC
Price snapshot:
Current price$59.50
Avg. buy price$24.82
+/- since buy139.73%
52-week low$43.80
52-week high$60.83