Bank of America Shares Sold by Davis Investment Partners

Institutional investor decreased stake in financial services firm by over 50% in Q4

Mar. 20, 2026 at 8:52am

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Davis Investment Partners LLC, an institutional investor, decreased its stake in Bank of America Corporation (NYSE:BAC) by 52.3% in the fourth quarter, according to a recent SEC filing. The firm now owns 34,585 shares of the financial services provider's stock, down from 72,540 shares previously.

Why it matters

This filing provides insight into the investment strategies and portfolio changes of Davis Investment Partners, a notable institutional investor. The significant reduction in their Bank of America holdings may signal a shift in their outlook on the financial sector or the company specifically.

The details

According to the 13F filing, Davis Investment Partners sold 37,955 shares of Bank of America stock during the fourth quarter. The firm's remaining 34,585 shares were valued at $1.935 million as of the end of the quarter. Bank of America accounted for 0.7% of Davis Investment Partners' total investment portfolio.

  • The 13F filing covers the fourth quarter of 2025.

The players

Davis Investment Partners LLC

An institutional investment firm that decreased its stake in Bank of America Corporation by over 50% in the fourth quarter of 2025.

Bank of America Corporation

A multinational financial services company headquartered in Charlotte, North Carolina, providing a range of banking, investment, and asset management products and services.

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The takeaway

This filing highlights the investment decisions of a notable institutional investor and may signal a broader shift in sentiment around Bank of America and the financial sector. However, without additional context or commentary from the firm, it's difficult to draw definitive conclusions about their long-term outlook on the company.