Capstone Financial Advisors’s Bank of America BAC Stock Holding History

Capstone Financial Advisors’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 Q1	–	Sell	-4,637	Closed	-$255K	–	191
2025 Q4	$255K	Buy	4,637 +29	+0.6%	+$1.53K	0.01%	147
2025 Q3	$238K	Buy	4,608 +61	+1%	+$2.98K	0.01%	156
2025 Q2	$215K	Buy	+4,547	New	+$191K	0.01%	152
2025 Q1	–	Sell	-5,487	Closed	-$241K	–	160
2024 Q4	$241K	Hold	5,487	–	–	0.01%	130
2024 Q3	$218K	Buy	+5,487	New	+$220K	0.01%	132
2018 Q1	–	Sell	-7,025	Closed	-$207K	–	95
2017 Q4	$207K	Buy	+7,025	New	+$194K	0.08%	70
2017 Q3	–	Sell	-8,863	Closed	-$212K	–	86
2017 Q2	$212K	Buy	+8,863	New	+$207K	0.1%	60
2016 Q3	–	Sell	-10,517	Closed	-$140K	–	76
2016 Q2	$140K	Sell	10,517 -112	-1%	-$1.57K	0.08%	58
2016 Q1	$144K	Buy	+10,629	New	+$143K	0.06%	61

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Financial Advisors's BAC Position: Q1 2026 in Review

Capstone Financial Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,637 shares — an estimated $255K sold.

Capstone Financial Advisors first reported a position in BAC in Q1 2016 and held it in 9 quarters. The position peaked at $255K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Capstone Financial Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Capstone Financial Advisors sold 4,637 Bank of America shares in Q1 2026, an estimated $255K.
Capstone Financial Advisors first reported a position in Bank of America in Q1 2016 and held it in 9 quarters.
Capstone Financial Advisors's Bank of America position peaked at $255K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.