$BAC

BANK OF AMERICA CORP /DE/

Insider trades
26
16
5

No SEC Form 4 filings for $BAC in the last 30 days.

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Berkshire Hathaway reshuffles portfolio, raises Alphabet and homebuilder stakes

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

Berkshire Hathaway Turns Buyer As Buffett Backs Alphabet

Berkshire Hathaway’s Q2 13F, filed Aug. 14, shows it was a net buyer of about $19.8B in US stocks, buying $23.5B and selling $3.7B. The portfolio totals $299.3B across 29 companies. Alphabet (GOOGL/GOOG) was a major focus, with the stake worth about $36.6B. Berkshire added D.R. Horton (DHI) and eliminated Constellation Brands (STZ).

CBOE tests weekend trading hours for options contracts on major stocks

Cboe Options Exchange is running weekend system readiness tests for extended trading hours on single-stock equity options. The SEC approved Cboe’s rule filing on May 28, 2026, with a production launch targeted for July 13, 2026. Weekend tests run May 30, June 27, July 11, and Aug 15, 2026, and initial rollout covers about 20 symbols including AAPL, NVDA, TSLA, AMZN, AVGO, AMD, BAC, and BABA.

BAC sentiment & insider activity

Over the past 7 days, alphai's AI scored 47 news stories mentioning BAC (BANK OF AMERICA CORP /DE/). Coverage has skewed bullish: 26 bullish, 16 neutral, and 5 bearish.

Recent BAC coverage spans financial news, technology and market movers.

What's driving BAC

  • A moderate reduction suggests some rebalancing away from BAC, but the article provides no new bank-specific event.

    banglanews24.today · Aug 16, 2026

  • Continued trimming with still-large ownership implies a cautious stance, potentially capping upside sentiment.

    forbes.com · Aug 15, 2026

  • BAC options may benefit from more consistent hedging coverage across pre-market and after-close periods.

    cryptobriefing.com · Aug 15, 2026

  • The disclosed capital commitments expand BAC’s India consumer-credit exposure and scale up U.S. infrastructure lending, potentially supporting loan growth and fee income but raising capital and funding-cost sensitivity.

    finance.yahoo.com · Aug 15, 2026

  • Trim may reflect risk management or valuation concerns, but it is not a negative fundamental update by itself.

    zerohedge.com · Aug 15, 2026

alphai scores every news story that mentions BAC with an AI model for sentiment and relevance, and aggregates insider trades from BANK OF AMERICA CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BAC

Score

Berkshire Hathaway reshuffles portfolio, raises Alphabet and homebuilder stakes

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

$GOOGLMed

Berkshire Hathaway Turns Buyer As Buffett Backs Alphabet

Berkshire Hathaway’s Q2 13F, filed Aug. 14, shows it was a net buyer of about $19.8B in US stocks, buying $23.5B and selling $3.7B. The portfolio totals $299.3B across 29 companies. Alphabet (GOOGL/GOOG) was a major focus, with the stake worth about $36.6B. Berkshire added D.R. Horton (DHI) and eliminated Constellation Brands (STZ).

CBOE tests weekend trading hours for options contracts on major stocks

Cboe Options Exchange is running weekend system readiness tests for extended trading hours on single-stock equity options. The SEC approved Cboe’s rule filing on May 28, 2026, with a production launch targeted for July 13, 2026. Weekend tests run May 30, June 27, July 11, and Aug 15, 2026, and initial rollout covers about 20 symbols including AAPL, NVDA, TSLA, AMZN, AVGO, AMD, BAC, and BABA.

$BACLow

Warren Buffett's Successor, Greg Abel, Pared Down Bank of America, and Piled Into a Virtual Monopoly That's Now Berkshire's 3rd-Largest Holding

Berkshire Hathaway’s Greg Abel, after Warren Buffett’s Dec. 31 CEO retirement, reduced its Bank of America stake for an eighth straight quarter, cutting shares by about 53% to roughly 549.5 million fewer shares, according to Berkshire’s latest 13F. Berkshire also increased Alphabet holdings for a second quarter, buying about 24.5M GOOGL and 23.6M GOOG shares, making Alphabet its third-largest holding.

The Stocks Berkshire Bought and Sold in Q2

Berkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).

Berkshire Hathaway Makes Alphabet Its No. 3 Holding After 48M Share Buy

Berkshire Hathaway said in its Q2 SEC filing it increased its Alphabet stake by about 48 million shares, raising the combined GOOGL/GOOG position to about 106 million shares. It also added Delta Air Lines and small positions in D.R. Horton and others, while exiting Constellation Brands and trimming Bank of America by about 30 million shares. Berkshire’s equity portfolio rose to about $299B from $263B.

Berkshire Hathaway expands Alphabet stake and trims bank exposure in Q2

Investing.com reports Berkshire Hathaway expanded its Alphabet stake in Q2, adding tens of millions of shares, lifting Class C to over 27 million and Class A to nearly 79 million, based on its latest 13F. It trimmed Bank of America by more than 30 million shares and reduced Capital One and Ally. Berkshire also added Delta and Macy’s, exited Constellation Brands, and increased Lennar and started DR Horton.

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