Cascade Investment Group’s Bank of America BAC Stock Holding History

Cascade Investment 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
2026 Q2	$276K	Buy	4,839 +1	+0%	+$53	0.15%	131
2026 Q1	$236K	Hold	4,838	–	–	0.16%	128
2025 Q4	$266K	Buy	4,838 +1	+0%	+$53	0.18%	113
2025 Q3	$250K	Buy	4,837 +70	+1%	+$3.42K	0.17%	123
2025 Q2	$226K	Buy	+4,767	New	+$201K	0.16%	124
2025 Q1	–	Sell	-8,443	Closed	-$371K	–	132
2024 Q4	$371K	Buy	8,443 +466	+6%	+$20.5K	0.27%	86
2024 Q3	$317K	Buy	7,977 +1,897	+31%	+$76K	0.23%	97
2024 Q2	$242K	Sell	6,080 -2,000	-25%	-$76.6K	0.19%	113
2024 Q1	$306K	Sell	8,080 -1	-0%	-$34	0.23%	101
2023 Q4	$272K	Sell	8,081 -175	-2%	-$5.09K	0.22%	106
2023 Q3	$226K	Hold	8,256	–	–	0.21%	102
2023 Q2	$237K	Hold	8,256	–	–	0.22%	104
2023 Q1	$236K	Hold	8,256	–	–	0.23%	107
2022 Q4	$273K	Buy	+8,256	New	+$284K	0.28%	95

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Group's BAC Position: Q2 2026 in Review

Cascade Investment Group increased its Bank of America (BAC) stake by 0.02% in Q2 2026, buying an estimated $53 and bringing the position to 4,839 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #131.

Cascade Investment Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $371K in Q4 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cascade Investment Group held 4,839 shares of Bank of America worth $276K as of Q2 2026.
Cascade Investment Group bought 1 Bank of America share in Q2 2026, an estimated $53.
Bank of America made up 0.15% of Cascade Investment Group's portfolio in Q2 2026, its #131 holding.
Cascade Investment Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Bank of America position peaked at $371K in Q4 2024.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.