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

Brasada 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
2018
Q3 		– Sell
-25,000
Closed -$705K – 374
2018
Q2 		$705K Buy
+25,000
New +$746K 0.22% 94

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

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

Brasada Capital Management reduced its Bank of America (BAC) stake by 5% in Q2 2026, selling an estimated $53.2K and leaving 19,000 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #85.

Brasada Capital Management first reported a position in BAC in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.13M in Q4 2019. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brasada Capital Management held 19,000 shares of Bank of America worth $1.08M as of Q2 2026.
  • Brasada Capital Management sold 1,000 Bank of America shares in Q2 2026, an estimated $53.2K.
  • Bank of America made up 0.19% of Brasada Capital Management's portfolio in Q2 2026, its #85 holding.
  • Brasada Capital Management first reported a position in Bank of America in Q4 2017 and has held it in 32 quarters since.
  • Brasada Capital Management's Bank of America position peaked at $2.13M in Q4 2019.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.