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Caldwell Sutter Capital’s Bank of America BAC Stock Holding History

Caldwell Sutter 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 		$1.17M Sell
20,609
-36
-0.2% -$1.92K 0.44% 58
2026
Q1 		$1.01M Sell
20,645
-386
-2% -$19.9K 0.41% 68
2025
Q4 		$1.16M Sell
21,031
-104
-0.5% -$5.5K 0.49% 48
2025
Q3 		$1.09M Buy
21,135
+120
+0.6% +$5.85K 0.47% 57
2025
Q2 		$994K Sell
21,015
-146
-0.7% -$6.14K 0.46% 56
2025
Q1 		$883K Buy
21,161
+788
+4% +$35.1K 0.42% 64
2024
Q4 		$895K Buy
20,373
+129
+0.6% +$5.68K 0.42% 65
2024
Q3 		$803K Buy
20,244
+105
+0.5% +$4.21K 0.37% 71
2024
Q2 		$801K Buy
20,139
+1,348
+7% +$51.7K 0.4% 69
2024
Q1 		$713K Sell
18,791
-994
-5% -$34.1K 0.34% 83
2023
Q4 		$666K Buy
19,785
+26
+0.1% +$757 0.34% 84
2023
Q3 		$541K Sell
19,759
-408
-2% -$12.1K 0.3% 92
2023
Q2 		$579K Buy
20,167
+11,264
+127% +$321K 0.3% 86
2023
Q1 		$255K Buy
8,903
+1,416
+19% +$46.7K 0.19% 103
2022
Q4 		$248K Buy
+7,487
New +$258K 0.22% 87

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

Caldwell Sutter Capital's BAC Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Bank of America (BAC) stake by 0.17% in Q2 2026, selling an estimated $1.92K and leaving 20,609 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #58.

Caldwell Sutter Capital first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Caldwell Sutter Capital held 20,609 shares of Bank of America worth $1.17M as of Q2 2026.
  • Caldwell Sutter Capital sold 36 Bank of America shares in Q2 2026, an estimated $1.92K.
  • Bank of America made up 0.44% of Caldwell Sutter Capital's portfolio in Q2 2026, its #58 holding.
  • Caldwell Sutter Capital first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.