Richard Pzena’s BAC Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+24.91 M shares
Current Position
6.5 M shares
$335.53 M value

Richard Pzena's BAC Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 6.5M shares of Bank of America Corporation (BAC) worth $335.53 M, representing 1.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in BAC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 6.1M shares. Largest reduction occurred in Q1 2025, reducing 10.3M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Bank of America Corporation (BAC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Bank of America Corporation (BAC) Trades by Richard Pzena

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +24.91 M Add 0.00% 24.91 M $12.86
Q3 2013 +297,761 Add 1.20% 25.2 M $13.80
Q4 2013 +1.03 M Add 4.09% 26.24 M $15.57
Q1 2014 -939,145 Reduce 3.58% 25.3 M $17.20
Q2 2014 +6.14 M Add 24.27% 31.44 M $15.37
Q3 2014 +214,092 Add 0.68% 31.65 M $17.05
Q4 2014 -427,058 Reduce 1.35% 31.22 M $17.89
Q1 2015 -311,010 Reduce 1.00% 30.91 M $15.39
Q2 2015 -493,154 Reduce 1.60% 30.42 M $17.02
Q3 2015 -547,306 Reduce 1.80% 29.87 M $15.58
Q4 2015 -1.2 M Reduce 4.03% 28.67 M $16.83
Q1 2016 +1.61 M Add 5.61% 30.28 M $13.52
Q2 2016 -330,048 Reduce 1.09% 29.95 M $13.27
Q3 2016 -1.84 M Reduce 6.13% 28.11 M $15.65
Q4 2016 -4.63 M Reduce 16.48% 23.48 M $22.10
Q1 2017 -2.09 M Reduce 8.89% 21.39 M $23.59
Q2 2017 -902,720 Reduce 4.22% 20.49 M $24.26
Q3 2017 -862,168 Reduce 4.21% 19.63 M $25.34
Q4 2017 -33,073 Reduce 0.17% 19.6 M $29.52
Q1 2018 -2.63 M Reduce 13.42% 16.97 M $29.99
Q2 2018 -563,211 Reduce 3.32% 16.4 M $28.19
Q3 2018 -237,817 Reduce 1.45% 16.17 M $29.46
Q4 2018 -231,653 Reduce 1.43% 15.93 M $24.64
Q1 2019 -1.09 M Reduce 6.85% 14.84 M $27.59
Q2 2019 -137,639 Reduce 0.93% 14.7 M $29.00
Q3 2019 -291,480 Reduce 1.98% 14.41 M $29.17
Q4 2019 -1.17 M Reduce 8.12% 13.24 M $35.22
Q1 2020 -621,993 Reduce 4.70% 12.62 M $21.23
Q2 2020 -522,190 Reduce 4.14% 12.1 M $23.75
Q3 2020 -1.28 M Reduce 10.58% 10.82 M $24.09
Q4 2020 +187,372 Add 1.73% 11.01 M $30.31
Q1 2021 -371,498 Reduce 3.38% 10.63 M $38.69
Q2 2021 -481,379 Reduce 4.53% 10.15 M $41.23
Q3 2021 -471,738 Reduce 4.65% 9.68 M $42.45
Q4 2021 -535,408 Reduce 5.53% 9.15 M $44.49
Q1 2022 -1.16 M Reduce 12.64% 7.99 M $41.22
Q2 2022 +1.2 M Add 15.07% 9.19 M $31.13
Q3 2022 -128,602 Reduce 1.40% 9.07 M $30.20
Q4 2022 +6,024 Add 0.07% 9.07 M $33.12
Q1 2023 +493,439 Add 5.44% 9.57 M $28.60
Q2 2023 +5.53 M Add 57.81% 15.09 M $28.69
Q3 2023 +4.34 M Add 28.73% 19.43 M $27.38
Q4 2023 +1.08 M Add 5.56% 20.51 M $33.67
Q1 2024 +954,885 Add 4.66% 21.47 M $37.92
Q2 2024 -1.63 M Reduce 7.61% 19.83 M $39.77
Q3 2024 -350,396 Reduce 1.77% 19.48 M $39.68
Q4 2024 -2.87 M Reduce 14.73% 16.61 M $43.95
Q1 2025 -10.26 M Reduce 61.76% 6.35 M $41.73
Q2 2025 +223,798 Add 3.52% 6.58 M $47.32
Q3 2025 -72,972 Reduce 1.11% 6.5 M $51.59

Richard Pzena's Bank of America Corporation Investment FAQs

Richard Pzena first purchased Bank of America Corporation (BAC) in Q2 2013, acquiring 24,906,945 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Bank of America Corporation (BAC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's largest addition to Bank of America Corporation (BAC) was in Q2 2013, adding 24,906,945 shares worth $320.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 6,503,771 shares of Bank of America Corporation (BAC), valued at approximately $335.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Bank of America Corporation (BAC) represents approximately 1.08% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's peak holding in Bank of America Corporation (BAC) was 31,650,403 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.