SEC 13F Intelligence

Clearbridge Investments, LLC / BAC

Clearbridge Investments, LLC’s Bank America Corp Position

Does Clearbridge Investments, LLC own Bank America Corp (BAC)? Yes — 12.97M shares worth $632M (+0.55% of its 13F portfolio) as of Q1 2026, down from 16.34M shares the prior filed quarter.

Position Value
$632M
Q1 2026
Shares
12.97M
% of Portfolio
+0.55%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.4BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.1BQ2 ’20: $1.2BQ3 ’20: $1.2BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.5BQ2 ’21: $1.6BQ3 ’21: $1.6BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.4BQ3 ’22: $1.2BQ4 ’22: $1.3BQ4 ’22Q1 ’23: $686MQ2 ’23: $514MQ3 ’23: $266MQ4 ’23: $325MQ4 ’23Q1 ’24: $506MQ2 ’24: $653MQ3 ’24: $626MQ4 ’24: $744MQ4 ’24Q1 ’25: $732MQ2 ’25: $868MQ3 ’25: $972MQ4 ’25: $898MQ4 ’25Q1 ’26: $632Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.97M$632M+0.55%
Q4 202516.34M$898M+0.72%
Q3 202518.97M$972M+0.73%
Q2 202518.43M$868M+0.71%
Q1 202517.53M$732M+0.64%
Q4 202416.94M$744M+0.60%
Q3 202415.76M$626M+0.49%
Q2 202416.41M$653M+0.53%
Q1 202413.33M$506M+0.40%
Q4 20239.63M$325M+0.28%
Q3 20239.70M$266M+0.26%
Q2 202316.04M$514M+0.46%
Q1 202321.37M$686M+0.66%
Q4 202237.70M$1.3B+1.28%
Q3 202238.82M$1.2B+1.24%
Q2 202239.74M$1.4B+1.33%
Q1 202238.59M$1.7B+1.27%
Q4 202138.01M$1.8B+1.20%
Q3 202136.59M$1.6B+1.17%
Q2 202136.01M$1.6B+1.11%
Q1 202135.07M$1.5B+1.13%
Q4 202035.95M$1.4B+1.06%
Q3 202034.93M$1.2B+1.05%
Q2 202036.18M$1.2B+1.10%
Q1 202035.23M$1.1B+1.20%
Q4 201936.20M$1.6B+1.32%
Q3 201935.90M$1.4B+1.24%
Q2 201934.62M$1.3B+1.15%
Q1 201931.76M$1.2B+1.02%
Q4 201831.08M$1.0B+1.04%

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