Campion Asset Management’s Bank of America BAC Stock Holding History

Campion Asset Management’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	$276K	Buy	4,847 +71	+1%	+$3.78K	0.17%	73
2026 Q1	$233K	Hold	4,776	–	–	0.16%	77
2025 Q4	$263K	Hold	4,776	–	–	0.18%	73
2025 Q3	$246K	Hold	4,776	–	–	0.17%	76
2025 Q2	$226K	Sell	4,776 -559	-10%	-$23.5K	0.17%	78
2025 Q1	$223K	Sell	5,335 -175	-3%	-$7.8K	0.17%	80
2024 Q4	$242K	Sell	5,510 -65	-1%	-$2.86K	0.18%	82
2024 Q3	$221K	Sell	5,575 -565	-9%	-$22.6K	0.16%	91
2024 Q2	$244K	Sell	6,140 -1,913	-24%	-$73.3K	0.19%	85
2024 Q1	$305K	Sell	8,053 -160	-2%	-$5.49K	0.24%	74
2023 Q4	$277K	Sell	8,213 -3,000	-27%	-$87.3K	0.23%	78
2023 Q3	$307K	Hold	11,213	–	–	0.28%	70
2023 Q2	$322K	Hold	11,213	–	–	0.29%	71
2023 Q1	$321K	Hold	11,213	–	–	0.3%	69
2022 Q4	$371K	Sell	11,213 -620	-5%	-$21.4K	0.36%	61
2022 Q3	$357K	Hold	11,833	–	–	0.38%	63
2022 Q2	$368K	Hold	11,833	–	–	0.36%	60
2022 Q1	$488K	Sell	11,833 -160	-1%	-$7.22K	0.42%	49
2021 Q4	$534K	Hold	11,993	–	–	0.44%	47
2021 Q3	$509K	Sell	11,993 -1,346	-10%	-$54.2K	0.45%	44
2021 Q2	$550K	Sell	13,339 -80	-0.6%	-$3.28K	0.46%	41
2021 Q1	$519K	Buy	+13,419	New	+$463K	0.39%	51

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

Campion Asset Management's BAC Position: Q2 2026 in Review

Campion Asset Management increased its Bank of America (BAC) stake by 1.5% in Q2 2026, buying an estimated $3.78K and bringing the position to 4,847 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #73.

Campion Asset Management first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $550K in Q2 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Campion Asset Management held 4,847 shares of Bank of America worth $276K as of Q2 2026.
Campion Asset Management bought 71 Bank of America shares in Q2 2026, an estimated $3.78K.
Bank of America made up 0.17% of Campion Asset Management's portfolio in Q2 2026, its #73 holding.
Campion Asset Management first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
Campion Asset Management's Bank of America position peaked at $550K in Q2 2021.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.