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Citrine Capital’s Bank of America BAC Stock Holding History

Citrine Capital’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 		$372K Buy
6,529
+63
+1% +$3.35K 0.14% 40
2026
Q1 		$315K Hold
6,466
– – 0.14% 41
2025
Q4 		$356K Hold
6,466
– – 0.17% 34
2025
Q3 		$334K Hold
6,466
– – 0.15% 35
2025
Q2 		$306K Sell
6,466
-788
-11% -$33.2K 0.16% 34
2025
Q1 		$303K Sell
7,254
-57
-0.8% -$2.54K 0.19% 33
2024
Q4 		$321K Buy
+7,311
New +$322K 0.24% 32

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

Citrine Capital's BAC Position: Q2 2026 in Review

Citrine Capital increased its Bank of America (BAC) stake by 0.97% in Q2 2026, buying an estimated $3.35K and bringing the position to 6,529 shares worth $372K. The position accounts for 0.14% of the portfolio, ranked #40.

Citrine Capital first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Citrine Capital held 6,529 shares of Bank of America worth $372K as of Q2 2026.
  • Citrine Capital bought 63 Bank of America shares in Q2 2026, an estimated $3.35K.
  • Bank of America made up 0.14% of Citrine Capital's portfolio in Q2 2026, its #40 holding.
  • Citrine Capital first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.