Caldwell Sutter Capital
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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
Q3 		$1.12M Sell
20,513
-96
-0.5% -$5.85K 0.42% 57
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caldwell Sutter Capital's BAC Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Bank of America (BAC) stake by 0.47% in Q3 2026, selling an estimated $5.85K and leaving 20,513 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #57.

Caldwell Sutter Capital first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2026. 2,333 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Caldwell Sutter Capital held 20,513 shares of Bank of America worth $1.12M as of Q3 2026.
  • Caldwell Sutter Capital sold 96 Bank of America shares in Q3 2026, an estimated $5.85K.
  • Bank of America made up 0.42% of Caldwell Sutter Capital's portfolio in Q3 2026, its #57 holding.
  • Caldwell Sutter Capital first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Bank of America position peaked at $1.17M in Q2 2026.
  • 2,333 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.