Callan Family Office’s Bank of America BAC Stock Holding History

Callan Family Office’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	$19.3M	Buy	339,038 +2,027	+0.6%	+$108K	0.38%	46
2026 Q1	$16.4M	Sell	337,011 -21,154	-6%	-$1.09M	0.37%	45
2025 Q4	$19.7M	Buy	358,165 +72,273	+25%	+$3.82M	0.42%	42
2025 Q3	$14.7M	Sell	285,892 -24,327	-8%	-$1.19M	0.47%	40
2025 Q2	$14.7M	Buy	310,219 +154,577	+99%	+$6.5M	0.46%	41
2025 Q1	$6.49M	Sell	155,642 -42,216	-21%	-$1.88M	0.49%	42
2024 Q4	$8.7M	Buy	197,858 +116,340	+143%	+$5.12M	0.55%	31
2024 Q3	$3.23M	Buy	+81,518	New	+$3.27M	0.54%	35
2023 Q3	–	Sell	-14,085	Closed	-$404K	–	92
2023 Q2	$404K	Sell	14,085 -8,248	-37%	-$235K	0.11%	72
2023 Q1	$639K	Buy	+22,333	New	+$737K	0.16%	83

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Callan Family Office's BAC Position: Q2 2026 in Review

Callan Family Office increased its Bank of America (BAC) stake by 0.6% in Q2 2026, buying an estimated $108K and bringing the position to 339,038 shares worth $19.3M. The position accounts for 0.38% of the portfolio, ranked #46.

Callan Family Office first reported a position in BAC in Q1 2023 and has held it in 10 quarters since. The position peaked at $19.7M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Callan Family Office held 339,038 shares of Bank of America worth $19.3M as of Q2 2026.
Callan Family Office bought 2,027 Bank of America shares in Q2 2026, an estimated $108K.
Bank of America made up 0.38% of Callan Family Office's portfolio in Q2 2026, its #46 holding.
Callan Family Office first reported a position in Bank of America in Q1 2023 and has held it in 10 quarters since.
Callan Family Office's Bank of America position peaked at $19.7M in Q4 2025.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.