SEC 13F Intelligence

Pinnacle Associates Ltd / BAC

Pinnacle Associates Ltd’s Bank America Corp Position

Does Pinnacle Associates Ltd own Bank America Corp (BAC)? Yes — 1.16M shares worth $57M (+0.73% of its 13F portfolio) as of Q1 2026, down from 1.18M shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
1.16M
% of Portfolio
+0.73%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $36MQ4 ’18Q1 ’19: $39MQ2 ’19: $38MQ3 ’19: $38MQ4 ’19: $42MQ4 ’19Q1 ’20: $33MQ2 ’20: $37MQ3 ’20: $40MQ4 ’20: $46MQ4 ’20Q1 ’21: $68MQ2 ’21: $65MQ3 ’21: $71MQ4 ’21: $60MQ4 ’21Q1 ’22: $58MQ2 ’22: $55MQ3 ’22: $43MQ4 ’22: $41MQ4 ’22Q1 ’23: $39MQ2 ’23: $40MQ3 ’23: $41MQ4 ’23: $49MQ4 ’23Q1 ’24: $54MQ2 ’24: $54MQ3 ’24: $49MQ4 ’24: $55MQ4 ’24Q1 ’25: $54MQ2 ’25: $58MQ3 ’25: $61MQ4 ’25: $61MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.16M$57M+0.73%
Q4 20251.18M$61M+0.78%
Q3 20251.23M$61M+0.81%
Q2 20251.25M$58M+0.84%
Q1 20251.27M$54M+0.80%
Q4 20241.29M$55M+0.75%
Q3 20241.40M$49M+0.83%
Q2 20241.34M$54M+0.84%
Q1 20241.39M$54M+0.86%
Q4 20231.40M$49M+0.82%
Q3 20231.42M$41M+0.76%
Q2 20231.24M$40M+0.69%
Q1 20231.18M$39M+0.80%
Q4 20221.15M$41M+0.90%
Q3 20221.26M$43M+0.99%
Q2 20221.32M$55M+1.19%
Q1 20221.25M$58M+1.03%
Q4 20211.24M$60M+1.04%
Q3 20211.49M$71M+1.31%
Q2 20211.39M$65M+1.18%
Q1 20211.48M$68M+1.29%
Q4 20201.05M$46M+0.93%
Q3 20201.01M$40M+0.95%
Q2 2020974.4K$37M+0.90%
Q1 2020955.1K$33M+1.02%
Q4 2019947.5K$42M+0.92%
Q3 2019953.5K$38M+0.90%
Q2 2019996.6K$38M+0.89%
Q1 20191.02M$39M+0.87%
Q4 20181.03M$36M+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Associates Ltd’s full portfolio or all institutional holders of BAC.