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Cary Street Partners’s Bank of America BAC Stock Holding History

Cary Street 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 		$9.24M Buy
162,148
+24,393
+18% +$1.3M 0.2% 114
2026
Q1 		$6.72M Sell
137,755
-5,147
-4% -$266K 0.17% 139
2025
Q4 		$7.86M Buy
142,902
+1,141
+0.8% +$60.3K 0.19% 124
2025
Q3 		$7.31M Sell
141,761
-5,020
-3% -$245K 0.19% 126
2025
Q2 		$6.95M Buy
146,781
+28,413
+24% +$1.2M 0.2% 130
2025
Q1 		$4.94M Sell
118,368
-4,569
-4% -$204K 0.16% 150
2024
Q4 		$5.4M Buy
+122,937
New +$5.41M 0.18% 130

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

Cary Street Partners's BAC Position: Q2 2026 in Review

Cary Street Partners increased its Bank of America (BAC) stake by 18% in Q2 2026, buying an estimated $1.3M and bringing the position to 162,148 shares worth $9.24M. The position accounts for 0.2% of the portfolio, ranked #114.

Cary Street Partners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cary Street Partners held 162,148 shares of Bank of America worth $9.24M as of Q2 2026.
  • Cary Street Partners bought 24,393 Bank of America shares in Q2 2026, an estimated $1.3M.
  • Bank of America made up 0.2% of Cary Street Partners's portfolio in Q2 2026, its #114 holding.
  • Cary Street Partners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.