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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
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

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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 Wealth Management Group (Oregon)'s BAC Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,345 shares — an estimated $239K sold.

Capstone Wealth Management Group (Oregon) first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 4,345 Bank of America shares in Q1 2026, an estimated $239K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
  • Capstone Wealth Management Group (Oregon)'s Bank of America position peaked at $239K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.