When did BAC join the S&P 500?

Bank of America joined the S&P 500 index on 1976-06-30.

What sector is BAC in?

BAC is in the Financials sector, Diversified Banks industry.

BAC — Bank of America

Name: BAC Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Diversified Banks · Financials

Bank of America is a bank and financial holding company that provides banking and non-banking financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment provides solutions tailored to client needs through a full suite of investment management, brokerage, banking, and retirement products. The Global Banking segment delivers lending-related products and services, providing integrated working capital management and treasury solutions, as well as underwriting and advisory services. The Global Markets segment includes sales and trading services, along with research, offering institutional clients fixed income, credit, currencies, commodities, and equities. All Other includes asset and liability management activities, equity investments, non-core mortgage and servicing activities, the net impact of periodic revisions to mortgage servicing rights (MSR) valuation models, core and non-core MSRs, other liquidation activities, remaining expense allocations, and other items.

Key Facts

Status	Active
Sector	Financials
Industry	Diversified Banks
Joined	1976-06-30
Tenure	50 yrs

S&P 500 Timeline

1976-06-30Joined S&P 500

Industry Peers

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Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

Institutional Holdings (13F)

20 institutions hold BAC, totaling 1.9M shares ($37M) · As of 2026Q1

Rank	Institution	Shares	Value
1	Atlas Wealth LLC	1.2M	$33M
2	Cascades Capital Asset Management, LLC	51K	$1M
3	WHALEROCK POINT PARTNERS, LLC	42K	$995540
4	PNC FINANCIAL SERVICES GROUP, INC.	19K	$379294
5	Sterling Capital Management LLC	13K	$326144
6	Redwood Wealth Management Group, LLC	225K	$225120
7	WESBANCO BANK INC	11K	$213052
8	Estabrook Capital Management	9K	$194850
9	CCM INVESTMENT ADVISERS LLC	10K	$175600
10	McMillan Office, Inc.	6K	$110480

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10