Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 877,301
Value: $50.0M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	877,301	$50.0M	0.5%	−7,735−0.9%	Reduced	Holders
Q1 2026	885,036	$43.1M	0.6%	−14,211−1.6%	Reduced	Holders
Q4 2025	899,247	$49.5M	0.6%	−561−0.1%	Reduced	Holders
Q3 2025	899,808	$46.4M	0.6%	−22,008−2.4%	Reduced	Holders
Q2 2025	921,816	$43.6M	0.6%	−18,248−1.9%	Reduced	Holders
Q1 2025	940,064	$39.2M	0.6%	−9,981−1.1%	Reduced	Holders
Q4 2024	950,045	$41.8M	0.6%	−34,645−3.5%	Reduced	Holders
Q3 2024	984,690	$33.2M	0.6%	+16,392+1.7%	Added	Holders
Q2 2024	968,298	$38.5M	0.6%	−7,557−0.8%	Reduced	Holders
Q1 2024	975,855	$37.0M	0.6%	−8,835−0.9%	Reduced	Holders
Q4 2023	984,690	$33.2M	0.6%	+5,906+0.6%	Added	Holders
Q3 2023	978,784	$26.8M	0.5%	+225,767+30.0%	Added	Holders
Q2 2023	753,017	$21.6M	0.4%	+89,094+13.4%	Added	Holders
Q1 2023	663,923	$19.0M	0.4%	+48,764+7.9%	Added	Holders
Q4 2022	615,159	$20.4M	0.4%	−3,689−0.6%	Reduced	Holders
Q3 2022	618,848	$18.7M	0.4%	−9,256−1.5%	Reduced	Holders
Q2 2022	628,104	$19.6M	0.4%	+64,486+11.4%	Added	Holders
Q1 2022	563,618	$23.2M	0.4%	−313−0.1%	Reduced	Holders
Q4 2021	563,931	$25.1M	0.4%	−243,226−30.1%	Reduced	Holders
Q3 2021	807,157	$34.3M	0.6%	−28,698−3.4%	Reduced	Holders
Q2 2021	835,855	$34.5M	0.6%	−111,608−11.8%	Reduced	Holders
Q1 2021	947,463	$36.7M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.