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Capital A Wealth Management’s Bank of America BAC Stock Holding History

Capital A Wealth 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
2025
Q2 		$11.3K Buy
335
+86
+35% +$3.62K 0.13% 186
2025
Q1 		$10.4K Buy
249
+65
+35% +$2.9K 0.01% 294
2024
Q4 		$8.09K Buy
+184
New +$8.1K 0.01% 331

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's BAC Position: Q2 2025 in Review

Capital A Wealth Management increased its Bank of America (BAC) stake by 35% in Q2 2025, buying an estimated $3.62K and bringing the position to 335 shares worth $11.3K. The position accounts for 0.13% of the portfolio, ranked #186.

Capital A Wealth Management first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Capital A Wealth Management held 335 shares of Bank of America worth $11.3K as of Q2 2025.
  • Capital A Wealth Management bought 86 Bank of America shares in Q2 2025, an estimated $3.62K.
  • Bank of America made up 0.13% of Capital A Wealth Management's portfolio in Q2 2025, its #186 holding.
  • Capital A Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
  • 3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.