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August Group Capital’s Bank of America BAC Stock Holding History

August Group 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 		$217K Buy
+3,811
New +$203K 0.24% 83
2026
Q1 		– Sell
-4,050
Closed -$223K – 95
2025
Q4 		$223K Buy
+4,050
New +$214K 0.25% 90

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

August Group Capital's BAC Position: Q2 2026 in Review

August Group Capital opened a new position in Bank of America (BAC) in Q2 2026: 3,811 shares worth $217K. The stake represents 0.24% of the portfolio and ranks #83 among its holdings. This is a return to the name: August Group Capital previously reported a position in BAC as recently as Q4 2025.

August Group Capital first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 3,603 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • August Group Capital held 3,811 shares of Bank of America worth $217K as of Q2 2026.
  • Bank of America was a new August Group Capital position in Q2 2026.
  • Bank of America made up 0.24% of August Group Capital's portfolio in Q2 2026, its #83 holding.
  • August Group Capital first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • August Group Capital's Bank of America position peaked at $223K in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on August Group Capital's 13F filing for Q2 2026, filed 11 Aug 2026.