Capstone Triton Financial Group’s Bank of America BAC Stock Holding History

Capstone Triton Financial Group’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
2024 Q4	$311K	Sell	7,087 -33	-0.5%	-$1.45K	0.19%	89
2024 Q3	$283K	Sell	7,120 -397	-5%	-$15.9K	0.18%	93
2024 Q2	$299K	Buy	7,517 +11	+0.1%	+$422	0.21%	86
2024 Q1	$285K	Buy	7,506 +6	+0.1%	+$206	0.2%	89
2023 Q4	$253K	Buy	+7,500	New	+$218K	0.18%	94
2023 Q1	–	Sell	-7,111	Closed	-$236K	–	102
2022 Q4	$236K	Buy	+7,111	New	+$245K	0.19%	86
2021 Q1	–	Sell	-403	Closed	-$12K	–	139
2020 Q4	$12K	Buy	+403	New	+$10.8K	0.01%	324

Other funds holding BAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capstone Triton Financial Group's BAC Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its Bank of America (BAC) stake by 0.46% in Q4 2024, selling an estimated $1.45K and leaving 7,087 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #89.

Capstone Triton Financial Group first reported a position in BAC in Q4 2020 and has held it in 7 quarters since. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Capstone Triton Financial Group held 7,087 shares of Bank of America worth $311K as of Q4 2024.
Capstone Triton Financial Group sold 33 Bank of America shares in Q4 2024, an estimated $1.45K.
Bank of America made up 0.19% of Capstone Triton Financial Group's portfolio in Q4 2024, its #89 holding.
Capstone Triton Financial Group first reported a position in Bank of America in Q4 2020 and has held it in 7 quarters since.
3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.