Aldebaran Capital’s Bank of America BAC Stock Holding History

Aldebaran Capital’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.8M	Sell	101,803 -2,399	-2%	-$128K	4.36%	7
2026 Q1	$5.08M	Sell	104,202 -1,110	-1%	-$57.3K	3.88%	10
2025 Q4	$5.79M	Sell	105,312 -3,331	-3%	-$176K	5.19%	6
2025 Q3	$5.6M	Sell	108,643 -1,022	-0.9%	-$49.9K	5.15%	6
2025 Q2	$5.19M	Sell	109,665 -29,273	-21%	-$1.23M	5.12%	7
2025 Q1	$5.8M	Sell	138,938 -2,040	-1%	-$90.9K	5.48%	6
2024 Q4	$6.2M	Sell	140,978 -3,943	-3%	-$173K	5.89%	5
2024 Q3	$5.75M	Sell	144,921 -340	-0.2%	-$13.6K	5.25%	6
2024 Q2	$5.78M	Sell	145,261 -614	-0.4%	-$23.5K	5.38%	6
2024 Q1	$5.53M	Sell	145,875 -5,870	-4%	-$202K	5.27%	6
2023 Q4	$5.11M	Sell	151,745 -260	-0.2%	-$7.57K	5.23%	6
2023 Q3	$4.16M	Sell	152,005 -185	-0.1%	-$5.47K	4.24%	10
2023 Q2	$4.37M	Sell	152,190 -490	-0.3%	-$14K	4.48%	8
2023 Q1	$4.37M	Sell	152,680 -120	-0.1%	-$3.96K	4.46%	8
2022 Q4	$5.06M	Buy	+152,800	New	+$5.26M	5.23%	7

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aldebaran Capital's BAC Position: Q2 2026 in Review

Aldebaran Capital reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $128K and leaving 101,803 shares worth $5.8M. The position accounts for 4.36% of the portfolio, ranked #7.

Aldebaran Capital first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.2M in Q4 2024. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Aldebaran Capital held 101,803 shares of Bank of America worth $5.8M as of Q2 2026.
Aldebaran Capital sold 2,399 Bank of America shares in Q2 2026, an estimated $128K.
Bank of America made up 4.36% of Aldebaran Capital's portfolio in Q2 2026, its #7 holding.
Aldebaran Capital first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
Aldebaran Capital's Bank of America position peaked at $6.2M in Q4 2024.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aldebaran Capital's 13F filing for Q2 2026, filed 14 Aug 2026.