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Chapman Financial Group’s Bank of America BAC Stock Holding History

Chapman Financial 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 		$2.56M Sell
44,886
-304
-0.7% -$16.2K 1.7% 13
2026
Q1 		$2.2M Sell
45,190
-1,295
-3% -$66.8K 1.58% 14
2025
Q4 		$2.56M Sell
46,485
-50
-0.1% -$2.64K 1.74% 11
2025
Q3 		$2.4M Sell
46,535
-494
-1% -$24.1K 1.66% 12
2025
Q2 		$2.23M Buy
+47,029
New +$1.98M 1.89% 10
2024
Q4 		$1.84M Buy
+41,978
New +$1.85M 1.48% 16

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

Chapman Financial Group's BAC Position: Q2 2026 in Review

Chapman Financial Group reduced its Bank of America (BAC) stake by 0.67% in Q2 2026, selling an estimated $16.2K and leaving 44,886 shares worth $2.56M. The position accounts for 1.7% of the portfolio, ranked #13.

Chapman Financial Group first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Chapman Financial Group held 44,886 shares of Bank of America worth $2.56M as of Q2 2026.
  • Chapman Financial Group sold 304 Bank of America shares in Q2 2026, an estimated $16.2K.
  • Bank of America made up 1.7% of Chapman Financial Group's portfolio in Q2 2026, its #13 holding.
  • Chapman Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.