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Capstone Wealth Management Group (Oregon)’s Bank of America BAC Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$213K Buy
+3,742
New +$199K 0.13% 121
2026
Q1 		– Sell
-4,345
Closed -$239K – 125
2025
Q4 		$239K Hold
4,345
– – 0.14% 113
2025
Q3 		$224K Buy
+4,345
New +$212K 0.14% 112

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

Capstone Wealth Management Group (Oregon)'s BAC Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) opened a new position in Bank of America (BAC) in Q2 2026: 3,742 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings. This is a return to the name: Capstone Wealth Management Group (Oregon) previously reported a position in BAC as recently as Q4 2025.

Capstone Wealth Management Group (Oregon) first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 3,742 shares of Bank of America worth $213K as of Q2 2026.
  • Bank of America was a new Capstone Wealth Management Group (Oregon) position in Q2 2026.
  • Bank of America made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #121 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Bank of America position peaked at $239K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.