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Annis Gardner Whiting Capital Advisors’s Bank of America BAC Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$2.47M Buy
43,400
+407
+0.9% +$21.6K 0.37% 45
2026
Q1 		$2.1M Buy
42,993
+2,777
+7% +$143K 0.34% 45
2025
Q4 		$2.21M Buy
40,216
+10,025
+33% +$530K 0.42% 39
2025
Q3 		$1.56M Sell
30,191
-1,160
-4% -$56.6K 0.32% 52
2025
Q2 		$1.48M Sell
31,351
-2,924
-9% -$123K 0.51% 36
2025
Q1 		$1.43M Sell
34,275
-2,637
-7% -$118K 0.6% 33
2024
Q4 		$1.62M Sell
36,912
-2,535
-6% -$112K 0.45% 43
2024
Q3 		$1.57M Sell
39,447
-4,610
-10% -$185K 0.44% 40
2024
Q2 		$1.75M Buy
44,057
+14,716
+50% +$564K 0.5% 29
2024
Q1 		$1.11M Buy
29,341
+4,879
+20% +$167K 0.4% 37
2023
Q4 		$824K Sell
24,462
-179
-0.7% -$5.21K 0.36% 51
2023
Q3 		$675K Buy
+24,641
New +$729K 0.36% 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

Annis Gardner Whiting Capital Advisors's BAC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Bank of America (BAC) stake by 0.95% in Q2 2026, buying an estimated $21.6K and bringing the position to 43,400 shares worth $2.47M. The position accounts for 0.37% of the portfolio, ranked #45.

Annis Gardner Whiting Capital Advisors first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 43,400 shares of Bank of America worth $2.47M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 407 Bank of America shares in Q2 2026, an estimated $21.6K.
  • Bank of America made up 0.37% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #45 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.