Bank of America
CAPS

Bank of America’s Capstone Holding Corp CAPS Stock Holding History

Bank of America’s Portfolio CAPS Stock Details CAPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$16 – 7178
2025
Q4 		$16 Buy
22
+7
+47% +$7 ﹤0.01% 7166
2025
Q3 		$20 Sell
15
-1
-6% -$1 ﹤0.01% 8166
2025
Q2 		$29 Buy
+16
New +$32 ﹤0.01% 8203

Other funds holding CAPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's CAPS Position: Q1 2026 in Review

Bank of America sold out of Capstone Holding Corp (CAPS) in Q1 2026, closing a stake of 22 shares — an estimated $16 sold.

Bank of America first reported a position in CAPS in Q2 2025 and held it in 3 quarters. The position peaked at $29 in Q2 2025. 7 funds tracked by Wall St. Rank hold CAPS as of Q1 2026.

  • Bank of America reported no remaining Capstone Holding Corp position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 22 Capstone Holding Corp shares in Q1 2026, an estimated $16.
  • Bank of America first reported a position in Capstone Holding Corp in Q2 2025 and held it in 3 quarters.
  • Bank of America's Capstone Holding Corp position peaked at $29 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.