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Carmel Capital Partners’s Bank of America BAC Stock Holding History

Carmel Capital Partners’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 		$209K Buy
+3,660
New +$195K 0.07% 125
2023
Q4 		– Sell
-1,257
Closed -$34.4K – 194
2023
Q3 		$34.4K Sell
1,257
-493
-28% -$14.6K 0.02% 279
2023
Q2 		$50.2K Sell
1,750
-1,900
-52% -$54.2K 0.03% 202
2023
Q1 		$104K Buy
+3,650
New +$120K 0.06% 185

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 $3.38T AUM 44.17% 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

Carmel Capital Partners's BAC Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in Bank of America (BAC) in Q2 2026: 3,660 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in BAC as recently as Q3 2023.

Carmel Capital Partners first reported a position in BAC in Q1 2023 and has held it in 4 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Carmel Capital Partners held 3,660 shares of Bank of America worth $209K as of Q2 2026.
  • Bank of America was a new Carmel Capital Partners position in Q2 2026.
  • Bank of America made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #125 holding.
  • Carmel Capital Partners first reported a position in Bank of America in Q1 2023 and has held it in 4 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.