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Black Diamond Financial’s Bank of America BAC Stock Holding History

Black Diamond Financial’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 		$1.52M Sell
26,610
-946
-3% -$50.3K 0.13% 69
2026
Q1 		$1.34M Buy
27,556
+681
+3% +$35.1K 0.15% 69
2025
Q4 		$1.48M Buy
26,875
+780
+3% +$41.2K 0.16% 68
2025
Q3 		$1.35M Buy
26,095
+1,537
+6% +$75K 0.15% 68
2025
Q2 		$1.16M Sell
24,558
-493
-2% -$20.7K 0.18% 61
2025
Q1 		$1.05M Sell
25,051
-92
-0.4% -$4.1K 0.16% 62
2024
Q4 		$1.11M Buy
25,143
+8
+0% +$352 0.17% 60
2024
Q3 		$997K Buy
25,135
+2,103
+9% +$84.3K 0.17% 61
2024
Q2 		$916K Buy
23,032
+1,397
+6% +$53.5K 0.18% 63
2024
Q1 		$728K Hold
21,635
– – 0.2% 54
2023
Q4 		$728K Buy
21,635
+3
+0% +$87 0.2% 54
2023
Q3 		$592K Sell
21,632
-1,643
-7% -$48.6K 0.18% 58
2023
Q2 		$668K Buy
23,275
+15
+0.1% +$428 0.2% 55
2023
Q1 		$665K Buy
23,260
+1,942
+9% +$64.1K 0.22% 52
2022
Q4 		$706K Hold
21,318
– – 0.26% 49
2022
Q3 		$644K Sell
21,318
-336
-2% -$11.2K 0.26% 52
2022
Q2 		$674K Sell
21,654
-3,949
-15% -$142K 0.27% 53
2022
Q1 		$1.05M Buy
+25,603
New +$1.16M 0.33% 45
2019
Q4 		– Sell
-7,145
Closed -$208K – 66
2019
Q3 		$208K Buy
+7,145
New +$205K 0.15% 67

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

Black Diamond Financial's BAC Position: Q2 2026 in Review

Black Diamond Financial reduced its Bank of America (BAC) stake by 3.4% in Q2 2026, selling an estimated $50.3K and leaving 26,610 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #69.

Black Diamond Financial first reported a position in BAC in Q3 2019 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Black Diamond Financial held 26,610 shares of Bank of America worth $1.52M as of Q2 2026.
  • Black Diamond Financial sold 946 Bank of America shares in Q2 2026, an estimated $50.3K.
  • Bank of America made up 0.13% of Black Diamond Financial's portfolio in Q2 2026, its #69 holding.
  • Black Diamond Financial first reported a position in Bank of America in Q3 2019 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.