Manning & Napier Group’s BAC Holdings & Trades

First Buy
Q1 2016
Duration Held
39 Quarters
Largest Add
Q2 2024
+1.44 M Shares
Current Position
452,900 Shares
$23.74 M Value

Manning & Napier Group's BAC Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 452,900 shares of Bank of America Corporation (BAC) worth $23.74 M, representing 0.30% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 39 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in BAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 1.32 M shares. Largest reduction occurred in Q2 2021, reducing 1.87 M shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group'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 Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2016 +129,540 New Buy 129,540 $13.51
Q2 2016 -12,116 Reduce 9.35% 117,424 $13.26
Q3 2016 -1,140 Reduce 0.97% 116,284 $15.63
Q4 2016 -6,380 Reduce 5.49% 109,904 $22.09
Q1 2017 +1,066 Add 0.97% 110,970 $23.57
Q2 2017 +47,085 Add 42.43% 158,055 $24.25
Q3 2017 -6,560 Reduce 4.15% 151,495 $25.33
Q4 2017 +147,186 Add 0.00% 147,185 $29.51
Q1 2018 +705 Add 0.48% 147,890 $29.97
Q2 2018 +4,130 Add 2.79% 152,020 $28.18
Q3 2018 +2,505 Add 1.65% 154,525 $29.45
Q4 2018 -4,345 Reduce 2.81% 150,180 $24.63
Q1 2019 +1,485 Add 0.99% 151,665 $27.58
Q2 2019 +1.32 M Add 870.56% 1.47 M $29.00
Q3 2019 -5,219 Reduce 0.35% 1.47 M $29.17
Q4 2019 -5,051 Reduce 0.34% 1.46 M $35.22
Q1 2020 +441,714 Add 30.22% 1.9 M $21.23
Q2 2020 +36,640 Add 1.92% 1.94 M $23.75
Q3 2020 +5,211 Add 0.27% 1.95 M $24.09
Q4 2020 -61,481 Reduce 3.16% 1.88 M $30.31
Q1 2021 -6,968 Reduce 0.37% 1.88 M $38.69
Q2 2021 -1.87 M Reduce 99.71% 5,500 $41.09
Q3 2021 -5,500 Sold Out 5,500 $41.09
Q2 2023 +1.32 M New Buy 1.32 M $28.69
Q3 2023 -34,185 Reduce 2.59% 1.28 M $27.38
Q4 2023 -180,157 Reduce 14.03% 1.1 M $33.67
Q1 2024 -79,494 Reduce 7.20% 1.02 M $37.92
Q2 2024 +1.44 M Add 0.00% 1.44 M $39.77
Q3 2024 -260,238 Reduce 18.12% 1.18 M $39.68
Q4 2024 -125,001 Reduce 10.63% 1.05 M $43.95
Q1 2025 -253,075 Reduce 24.08% 797,992 $41.73
Q2 2025 -120,394 Reduce 15.09% 677,598 $47.32
Q3 2025 -224,698 Reduce 33.16% 452,900 $52.42

Manning & Napier Group's Bank of America Corporation Investment FAQs

Manning & Napier Group first purchased Bank of America Corporation (BAC) in Q1 2016, acquiring 129,540 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Bank of America Corporation (BAC) for 39 quarters since Q1 2016.

Manning & Napier Group's largest addition to Bank of America Corporation (BAC) was in Q2 2024, adding 1,436,306 shares worth $57.12 M.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 452,900 shares of Bank of America Corporation (BAC), valued at approximately $23.74 M.

As of the Q3 2025 filing, Bank of America Corporation (BAC) represents approximately 0.30% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Bank of America Corporation (BAC) was 1,945,299 shares, as reported at the end of Q3 2020.