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Aljian Capital Management’s Bank of America BAC Stock Holding History

Aljian Capital Management’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 		$2.36M Sell
41,461
-645
-2% -$34.3K 0.44% 29
2026
Q1 		$2.05M Buy
42,106
+773
+2% +$39.9K 0.42% 31
2025
Q4 		$2.27M Sell
41,333
-1,216
-3% -$64.3K 0.45% 29
2025
Q3 		$2.2M Sell
42,549
-1,866
-4% -$91K 0.44% 30
2025
Q2 		$2.1M Sell
44,415
-5,663
-11% -$238K 0.46% 29
2025
Q1 		$2.09M Sell
50,078
-506
-1% -$22.5K 0.5% 26
2024
Q4 		$2.22M Sell
50,584
-556
-1% -$24.5K 0.48% 25
2024
Q3 		$2.03M Buy
+51,140
New +$2.05M 0.47% 26
2024
Q1 		– Sell
-7,900
Closed -$266K – 38
2023
Q4 		$266K Sell
7,900
-70
-0.9% -$2.04K 0.11% 37
2023
Q3 		$218K Hold
7,970
– – 0.1% 35
2023
Q2 		$229K Hold
7,970
– – 0.1% 42
2023
Q1 		$228K Sell
7,970
-1,500
-16% -$49.5K 0.12% 42
2022
Q4 		$314K Buy
9,470
+1,400
+17% +$48.2K 0.18% 39
2022
Q3 		$245K Hold
8,070
– – 0.13% 46
2022
Q2 		$250K Hold
8,070
– – 0.14% 47
2022
Q1 		$336K Hold
8,070
– – 0.14% 50
2021
Q4 		$360K Sell
8,070
-170
-2% -$7.75K 0.14% 50
2021
Q3 		$352K Hold
8,240
– – 0.15% 46
2021
Q2 		$340K Sell
8,240
-400
-5% -$16.4K 0.15% 49
2021
Q1 		$335K Sell
8,640
-200
-2% -$6.9K 0.16% 49
2020
Q4 		$268K Sell
8,840
-500
-5% -$13.4K 0.14% 45
2020
Q3 		$225K Hold
9,340
– – 0.13% 45
2020
Q2 		$222K Buy
+9,340
New +$221K 0.14% 40
2020
Q1 		– Sell
-8,840
Closed -$311K – 43
2019
Q4 		$311K Hold
8,840
– – 0.23% 43
2019
Q3 		$258K Hold
8,840
– – 0.21% 44
2019
Q2 		$256K Sell
8,840
-54
-0.6% -$1.56K 0.21% 48
2019
Q1 		$245K Sell
8,894
-3
-0% -$85 0.21% 49
2018
Q4 		$219K Buy
+8,897
New +$241K 0.22% 49

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aljian Capital Management's BAC Position: Q2 2026 in Review

Aljian Capital Management reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $34.3K and leaving 41,461 shares worth $2.36M. The position accounts for 0.44% of the portfolio, ranked #29.

Aljian Capital Management first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aljian Capital Management held 41,461 shares of Bank of America worth $2.36M as of Q2 2026.
  • Aljian Capital Management sold 645 Bank of America shares in Q2 2026, an estimated $34.3K.
  • Bank of America made up 0.44% of Aljian Capital Management's portfolio in Q2 2026, its #29 holding.
  • Aljian Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.