SEC 13F Intelligence

Northwest & Ethical Investments L.P. / BAC

Northwest & Ethical Investments L.P.’s Bank America Corp Position

Does Northwest & Ethical Investments L.P. own Bank America Corp (BAC)? Yes — 683.6K shares worth $33M (+0.77% of its 13F portfolio) as of Q1 2026, down from 687.9K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
683.6K
% of Portfolio
+0.77%
Quarters Held
8
currently held

Position History BAC

Reported value by quarter
Q2 ’24: $17MQ2 ’24Q3 ’24: $19MQ3 ’24Q4 ’24: $27MQ4 ’24Q1 ’25: $24MQ1 ’25Q2 ’25: $33MQ2 ’25Q3 ’25: $37MQ3 ’25Q4 ’25: $38MQ4 ’25Q1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026683.6K$33M+0.77%
Q4 2025687.9K$38M+0.85%
Q3 2025720.4K$37M+0.88%
Q2 2025704.7K$33M+0.83%
Q1 2025582.9K$24M+0.66%
Q4 2024610.9K$27M+0.73%
Q3 2024469.2K$19M+0.49%
Q2 2024430.9K$17M+0.49%

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