Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2023   Q3 0 0.00 Sell 100.00% 0.01 $24.96–31.94 · VW $27.75i SEC
2023   Q2 12,100 0.01 Reduce 42.38% <0.01 $26.83–32.85 · VW $30.56i $347,149 SEC
2023   Q1 21,000 0.01 $28.60 $600,600 SEC
2022   Q4 21,000 0.01 $33.12 $695,520 SEC
2022   Q3 21,000 0.01 Add 75.00% <0.01 $29.31–36.94 · VW $34.10i $634,000 SEC
2022   Q2 12,000 0.01 Buy 0.01 $29.67–38.75 · VW $34.08i $374,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.71 $29.57–41.13 · VW $37.08i SEC
2020   Q4 1,819,239 0.71 Reduce 60.54% 0.93 $23.27–34.37 · VW $29.10i $55,141,000 SEC
2020   Q3 4,610,375 1.53 Reduce 12.94% 0.22 $22.95–27.75 · VW $24.80i $111,064,000 SEC
2020   Q2 5,295,844 1.68 Reduce 35.45% 0.86 $20.10–29.01 · VW $24.66i $125,776,000 SEC
2020   Q1 8,204,630 2.43 Reduce 6.27% 0.18 $17.95–35.45 · VW $25.82i $174,184,000 SEC
2019   Q4 8,753,657 2.90 Reduce 34.99% 1.28 $31.37–35.72 · VW $33.31i $308,304,000 SEC
2019   Q3 13,465,875 3.67 Reduce 3.37% 0.12 $26.21–32.23 · VW $29.90i $392,800,000 SEC
2019   Q2 13,934,990 3.54 Reduce 4.13% 0.15 $26.40–31.06 · VW $29.38i $404,115,000 SEC
2019   Q1 14,534,759 3.53 Reduce 3.49% 0.12 $26.61–31.17 · VW $29.45i $401,014,000 SEC
2018   Q4 15,060,184 3.54 Reduce 0.01% <0.01 $22.66–29.72 · VW $26.95i $371,083,000 SEC
2018   Q3 15,062,357 3.22 Reduce 23.07% 0.92 $25.88–31.91 · VW $28.43i $443,737,000 SEC
2018   Q2 19,578,624 3.97 Reduce 7.28% 0.36 $27.63–31.45 · VW $29.99i $551,921,000 SEC
2018   Q1 21,116,209 4.99 Reduce 7.81% 0.41 $28.75–33.05 · VW $30.57i $633,275,000 SEC
2017   Q4 22,904,921 5.27 Reduce 8.05% 0.41 $25.81–32.45 · VW $30.09i $676,153,000 SEC
2017   Q3 24,911,010 5.05 Reduce 2.10% 0.10 $22.75–27.98 · VW $26.04i $631,245,000 SEC
2017   Q2 25,444,990 4.88 Add 1.33% 0.06 $22.07–25.11 · VW $23.77i $617,295,000 SEC
2017   Q1 25,112,040 4.99 Reduce 7.81% 0.39 $22.16–25.80 · VW $23.77i $592,393,000 SEC
2016   Q4 27,239,510 5.04 Reduce 17.31% 0.77 $16.28–23.55 · VW $20.82i $601,993,000 SEC
2016   Q3 32,943,120 4.47 Add 0.46% 0.02 $14.09–17.10 · VW $15.90i $515,560,000 SEC
2016   Q2 32,793,600 3.82 Add 24.26% 0.75 $12.05–15.15 · VW $13.90i $435,171,000 SEC
2016   Q1 26,391,680 3.37 Add 33.62% 0.85 $10.99–15.30 · VW $13.62i $356,816,000 SEC
2015   Q4 19,751,490 3.08 Add 2.92% 0.09 $12.94–18.09 · VW $15.06i $332,418,000 SEC
2015   Q3 19,191,770 2.66 Add 13.08% 0.31 $14.60–18.07 · VW $16.48i $299,008,000 SEC
2015   Q2 16,971,300 2.40 Add 31.24% 0.57 $15.92–18.48 · VW $17.43i $288,852,000 SEC
2015   Q1 12,931,800 1.68 Add 12.76% 0.19 $15.12–16.79 · VW $15.95i $199,020,000 SEC
2014   Q4 11,468,600 1.66 Add 9.38% 0.14 $14.97–18.21 · VW $16.11i $205,173,000 SEC
2014   Q3 10,485,100 1.53 Add 159.17% 0.94 $14.84–17.41 · VW $16.47i $178,771,000 SEC
2014   Q2 4,045,700 0.52 Add 0.25% <0.01 $14.37–16.23 · VW $15.28i $62,182,000 SEC
2014   Q1 4,035,700 0.63 Add 0.39% <0.01 $14.86–18.03 · VW $16.01i $69,414,000 SEC
2013   Q4 4,020,200 0.61 $15.57 $62,595,000 SEC
2013   Q3 4,020,200 0.59 Add 0.16% <0.01 $13.60–14.97 · VW $14.18i $55,479,000 SEC
2013   Q2 4,013,600 0.57 Add 0.72% <0.01 $12.05–15.03 · VW $13.89i $51,614,000 SEC
2013   Q1 3,985,000 0.55 $12.18 $48,538,000 SEC
2012   Q4 3,985,000 0.58 Add 1.70% <0.01 $8.92–12.20 · VW $10.81i $46,226,000 SEC
2012   Q3 3,918,300 0.44 Add 0.20% <0.01 $7.10–9.79 · VW $8.74i $34,598,000 SEC
2012   Q2 3,910,400 0.42 Add 33.01% 0.10 $6.72–8.40 · VW $7.49i $31,987,000 SEC
2012   Q1 2,940,000 0.40 Reduce 2.45% <0.01 $7.21–10.10 · VW $8.47i $28,136,000 SEC
2011   Q4 3,013,700 0.26 Add 0.89% <0.01 $4.92–7.50 · VW $6.52i $16,756,000 SEC
2011   Q3 2,987,100 0.33 Add 30.12% 0.08 $5.13–10.05 · VW $7.34i $18,281,000 SEC
2011   Q2 2,295,700 0.42 Buy 0.42 $9.40–12.71 · VW $10.61i $25,161,000 SEC
Price snapshot:
Current price$59.50
52-week low$43.80
52-week high$60.83