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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Sutter Capital's BAC Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Bank of America (BAC) stake by 1.8% in Q1 2026, selling an estimated $19.9K and leaving 20,645 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #68.

Caldwell Sutter Capital first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Caldwell Sutter Capital held 20,645 shares of Bank of America worth $1.01M as of Q1 2026.
Caldwell Sutter Capital sold 386 Bank of America shares in Q1 2026, an estimated $19.9K.
Bank of America made up 0.41% of Caldwell Sutter Capital's portfolio in Q1 2026, its #68 holding.
Caldwell Sutter Capital first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's Bank of America position peaked at $1.16M in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.