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Capital Group Investment Management’s Bank of America BAC Stock Holding History

Capital Group Investment 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 		$4.9M Sell
86,062
-66,121
-43% -$3.52M 0.74% 38
2026
Q1 		$7.42M Buy
152,183
+15,192
+11% +$784K 1.27% 18
2025
Q4 		$7.53M Buy
136,991
+49,761
+57% +$2.63M 1.22% 18
2025
Q3 		$4.5M Sell
87,230
-724
-0.8% -$35.3K 0.75% 41
2025
Q2 		$4.16M Sell
87,954
-18,619
-17% -$783K 0.74% 40
2025
Q1 		$4.45M Buy
106,573
+24,442
+30% +$1.09M 0.91% 33
2024
Q4 		$3.61M Hold
82,131
– – 0.69% 43
2024
Q3 		$3.26M Buy
82,131
+2,041
+3% +$81.8K 0.66% 48
2024
Q2 		$3.19M Buy
80,090
+20,008
+33% +$767K 0.69% 43
2024
Q1 		$2.28M Buy
60,082
+1,228
+2% +$42.2K 0.41% 71
2023
Q4 		$1.98M Hold
58,854
– – 0.21% 120
2023
Q3 		$1.61M Hold
58,854
– – 0.1% 128
2023
Q2 		$1.69M Buy
58,854
+1,276
+2% +$36.4K 0.08% 131
2023
Q1 		$1.65M Sell
57,578
-23,518
-29% -$776K 0.09% 133
2022
Q4 		$2.69M Buy
+81,096
New +$2.79M 0.1% 114

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Group Investment Management's BAC Position: Q2 2026 in Review

Capital Group Investment Management reduced its Bank of America (BAC) stake by 43% in Q2 2026, selling an estimated $3.52M and leaving 86,062 shares worth $4.9M. The position accounts for 0.74% of the portfolio, ranked #38.

Capital Group Investment Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.53M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Capital Group Investment Management held 86,062 shares of Bank of America worth $4.9M as of Q2 2026.
  • Capital Group Investment Management sold 66,121 Bank of America shares in Q2 2026, an estimated $3.52M.
  • Bank of America made up 0.74% of Capital Group Investment Management's portfolio in Q2 2026, its #38 holding.
  • Capital Group Investment Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Investment Management's Bank of America position peaked at $7.53M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.