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

Capstone Investment 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 		$68.2M Buy
1,398,500
+428,000
+44% +$22.1M 0.12% 74
2025
Q4 		$53.4M Sell
970,500
-505,500
-34% -$26.7M 0.1% 91
2025
Q3 		$76.1M Buy
1,476,000
+588,900
+66% +$28.7M 0.14% 71
2025
Q2 		$42M Sell
887,100
-345,100
-28% -$14.5M 0.1% 80
2025
Q1 		$51.4M Sell
1,232,200
-1,516,000
-55% -$67.6M 0.14% 76
2024
Q4 		$121M Buy
2,748,200
+57,900
+2% +$2.55M 0.29% 42
2024
Q3 		$107M Buy
2,690,300
+312,300
+13% +$12.5M 0.32% 40
2024
Q2 		$94.6M Sell
2,378,000
-125,600
-5% -$4.81M 0.3% 45
2024
Q1 		$94.9M Sell
2,503,600
-544,400
-18% -$18.7M 0.34% 41
2023
Q4 		$103M Buy
3,048,000
+918,800
+43% +$26.8M 0.31% 43
2023
Q3 		$58.3M Buy
2,129,200
+1,016,100
+91% +$30.1M 0.26% 43
2023
Q2 		$31.9M Buy
1,113,100
+62,100
+6% +$1.77M 0.16% 84
2023
Q1 		$30.1M Buy
1,051,000
+555,900
+112% +$18.4M 0.15% 80
2022
Q4 		$16.4M Sell
495,100
-473,000
-49% -$16.3M 0.12% 145
2022
Q3 		$29.2M Sell
968,100
-28,700
-3% -$959K 0.18% 69
2022
Q2 		$31M Sell
996,800
-1,136,200
-53% -$40.9M 0.15% 83
2022
Q1 		$87.9M Sell
2,133,000
-4,356,200
-67% -$197M 0.24% 47
2021
Q4 		$289M Buy
6,489,200
+72,100
+1% +$3.28M 0.48% 31
2021
Q3 		$272M Buy
6,417,100
+814,700
+15% +$32.8M 0.54% 26
2021
Q2 		$231M Buy
5,602,400
+627,600
+13% +$25.7M 0.52% 28
2021
Q1 		$192M Buy
4,974,800
+1,907,800
+62% +$65.8M 0.57% 29
2020
Q4 		$93M Buy
3,067,000
+1,058,100
+53% +$28.4M 0.31% 52
2020
Q3 		$48.4M Buy
2,008,900
+48,600
+2% +$1.21M 0.25% 76
2020
Q2 		$46.6M Buy
1,960,300
+1,138,600
+139% +$26.9M 0.31% 49
2020
Q1 		$17.4M Sell
821,700
-2,433,000
-75% -$72.9M 0.28% 61
2019
Q4 		$115M Buy
3,254,700
+737,100
+29% +$23.8M 0.62% 24
2019
Q3 		$73.4M Buy
2,517,600
+393,300
+19% +$11.3M 0.5% 39
2019
Q2 		$61.6M Buy
2,124,300
+427,200
+25% +$12.3M 0.45% 41
2019
Q1 		$46.8M Buy
1,697,100
+588,000
+53% +$16.6M 0.43% 47
2018
Q4 		$27.3M Buy
1,109,100
+490,200
+79% +$13.3M 0.34% 44
2018
Q3 		$18.2M Buy
618,900
+359,600
+139% +$11M 0.21% 78
2018
Q2 		$7.31M Buy
259,300
+235,400
+985% +$7.02M 0.11% 124
2018
Q1 		$717K Buy
+23,900
New +$751K 0.01% 253
2017
Q2 		– Sell
-42,700
Closed -$1M – 641
2017
Q1 		$1M Sell
42,700
-11,200
-21% -$266K 0.03% 425
2016
Q4 		$1.19M Buy
+53,900
New +$1.04M 0.04% 373
2014
Q1 		– Sell
-66,000
Closed -$1.03M – 385
2013
Q4 		$1.03M Sell
66,000
-130,000
-66% -$1.93M 0.01% 394
2013
Q3 		$2.7M Hold
196,000
– – 0.03% 296
2013
Q2 		$2.52M Buy
+196,000
New +$2.5M 0.03% 219

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capstone Investment Advisors increased its Bank of America (BAC) stake by 867% in Q1 2026, buying an estimated $11.2M and bringing the position to 242,897 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #261.

Capstone Investment Advisors first reported a position in BAC in Q4 2015 and has held it in 36 quarters since. The position peaked at $62.7M in Q4 2021. 3,464 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Capstone Investment Advisors held 242,897 shares of Bank of America worth $11.8M as of Q1 2026.
  • Capstone Investment Advisors bought 217,777 Bank of America shares in Q1 2026, an estimated $11.2M.
  • Bank of America made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #261 holding.
  • Capstone Investment Advisors first reported a position in Bank of America in Q4 2015 and has held it in 36 quarters since.
  • Capstone Investment Advisors's Bank of America position peaked at $62.7M in Q4 2021.
  • 3,464 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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