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Cairn Investment Group’s Bank of America BAC Stock Holding History

Cairn Investment Group’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 		$272K Hold
4,768
– – 0.12% 62
2026
Q1 		$232K Hold
4,768
– – 0.12% 60
2025
Q4 		$262K Hold
4,768
– – 0.12% 60
2025
Q3 		$246K Hold
4,768
– – 0.11% 67
2025
Q2 		$226K Buy
+4,768
New +$201K 0.12% 66
2025
Q1 		– Sell
-4,768
Closed -$210K – 67
2024
Q4 		$210K Buy
+4,768
New +$210K 0.12% 64

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

Cairn Investment Group's BAC Position: Q2 2026 in Review

Cairn Investment Group held its Bank of America (BAC) position steady in Q2 2026 at 4,768 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #62.

Cairn Investment Group first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cairn Investment Group held 4,768 shares of Bank of America worth $272K as of Q2 2026.
  • Cairn Investment Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.12% of Cairn Investment Group's portfolio in Q2 2026, its #62 holding.
  • Cairn Investment Group first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cairn Investment Group's 13F filing for Q2 2026, filed 28 Jul 2026.