Joel Greenblatt's BAC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 254,205 shares of Bank of America Corporation (BAC) worth $14.48 M, representing 0.03% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BAC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 119,757 shares. Largest reduction occurred in Q1 2020, reducing 130,870 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -15,176 | Reduce 5.63% | 254,205 | $56.98 |
| Q1 2026 | +2,893 | Add 1.09% | 269,381 | $48.75 |
| Q4 2025 | +18,544 | Add 7.48% | 266,488 | $55.00 |
| Q3 2025 | +9,128 | Add 3.82% | 247,944 | $51.59 |
| Q2 2025 | +25,367 | Add 11.88% | 238,816 | $47.32 |
| Q1 2025 | +71,275 | Add 50.13% | 213,449 | $41.73 |
| Q4 2024 | -2,370 | Reduce 1.64% | 142,174 | $43.95 |
| Q3 2024 | +8,574 | Add 6.31% | 144,544 | $39.68 |
| Q2 2024 | -1,467 | Reduce 1.07% | 135,970 | $39.77 |
| Q1 2024 | -1,967 | Reduce 1.41% | 137,437 | $37.92 |
| Q4 2023 | +10,917 | Add 8.50% | 139,404 | $33.67 |
| Q3 2023 | -735 | Reduce 0.57% | 128,487 | $27.38 |
| Q2 2023 | -12,661 | Reduce 8.92% | 129,222 | $28.69 |
| Q1 2023 | +20,793 | Add 17.17% | 141,883 | $28.60 |
| Q4 2022 | +32,766 | Add 37.10% | 121,090 | $33.12 |
| Q3 2022 | +11,249 | Add 14.59% | 88,324 | $30.20 |
| Q2 2022 | -5,756 | Reduce 6.95% | 77,075 | $31.13 |
| Q1 2022 | +2,474 | Add 3.08% | 82,831 | $41.22 |
| Q4 2021 | +14,354 | Add 21.75% | 80,357 | $44.49 |
| Q3 2021 | -36,104 | Reduce 35.36% | 66,003 | $42.45 |
| Q2 2021 | +8,484 | Add 9.06% | 102,107 | $41.23 |
| Q1 2021 | -63,592 | Reduce 40.45% | 93,623 | $38.69 |
| Q4 2020 | -67,745 | Reduce 30.11% | 157,215 | $30.31 |
| Q3 2020 | +119,757 | Add 113.83% | 224,960 | $24.09 |
| Q2 2020 | -40,441 | Reduce 27.77% | 105,203 | $23.75 |
| Q1 2020 | -130,870 | Reduce 47.33% | 145,644 | $21.23 |
| Q4 2019 | -66,488 | Reduce 19.38% | 276,514 | $35.22 |
| Q3 2019 | -21,816 | Reduce 5.98% | 343,002 | $29.17 |
| Q2 2019 | -36,147 | Reduce 9.02% | 364,818 | $29.00 |
| Q1 2019 | +53,126 | Add 15.27% | 400,965 | $27.59 |
| Q4 2018 | +105,008 | Add 43.24% | 347,839 | $24.64 |
| Q3 2018 | +7,375 | Add 3.13% | 242,831 | $29.46 |
| Q2 2018 | +34,953 | Add 17.43% | 235,456 | $28.19 |
| Q1 2018 | +113,862 | Add 131.42% | 200,503 | $29.99 |
| Q4 2017 | +4,428 | Add 5.39% | 86,641 | $29.52 |
| Q3 2017 | -21,451 | Reduce 20.69% | 82,213 | $25.34 |
| Q2 2017 | +57,960 | Add 126.82% | 103,664 | $24.26 |
| Q1 2017 | -9,921 | Reduce 17.84% | 45,704 | $23.59 |
| Q4 2016 | -570 | Reduce 1.01% | 55,625 | $22.09 |
| Q3 2016 | +20,967 | Add 59.52% | 56,195 | $15.64 |
| Q2 2016 | +9,359 | Add 36.18% | 35,228 | $13.26 |
| Q1 2016 | -59,183 | Reduce 69.58% | 25,869 | $13.53 |
| Q4 2015 | +22,080 | Add 35.06% | 85,052 | $16.83 |
| Q3 2015 | +47,384 | Add 303.98% | 62,972 | $15.58 |
| Q2 2015 | +2,622 | Add 20.22% | 15,588 | $17.00 |
| Q1 2015 | +12,966 | New Buy | 12,966 | $15.42 |
| Q4 2014 | -13,018 | Sold Out | 0 | $0.00 |
| Q3 2014 | +2,788 | Add 27.25% | 13,018 | $17.05 |
| Q2 2014 | +10,230 | New Buy | 10,230 | $15.35 |
Joel Greenblatt's Bank of America Corporation Investment FAQs
Joel Greenblatt first purchased Bank of America Corporation (BAC) in Q2 2014, acquiring 10,230 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Bank of America Corporation (BAC) for 49 quarters since Q2 2014.
Joel Greenblatt's largest addition to Bank of America Corporation (BAC) was in Q3 2020, adding 224,960 shares worth $5.42 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 254,205 shares of Bank of America Corporation (BAC), valued at approximately $14.48 M.
As of the Q2 2026 filing, Bank of America Corporation (BAC) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Bank of America Corporation (BAC) was 400,965 shares, as reported at the end of Q1 2019.