Coastwise Capital Group’s Bank of America BAC Stock Holding History

Coastwise Capital 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	$1.48M	Sell	26,040 -320	-1%	-$17K	0.86%	32
2026 Q1	$1.29M	Sell	26,360 -4,239	-14%	-$219K	0.71%	36
2025 Q4	$1.68M	Buy	30,599 +1,373	+5%	+$72.6K	0.84%	24
2025 Q3	$1.51M	Buy	29,226 +136	+0.5%	+$6.63K	1.06%	21
2025 Q2	$1.38M	Buy	29,090 +1,153	+4%	+$48.5K	1.1%	24
2025 Q1	$1.17M	Sell	27,937 -12,917	-32%	-$576K	0.98%	31
2024 Q4	$1.8M	Sell	40,854 -192	-0.5%	-$8.45K	1.43%	16
2024 Q3	$1.63M	Buy	41,046 +1,619	+4%	+$64.9K	1.34%	17
2024 Q2	$1.57M	Sell	39,427 -2,258	-5%	-$86.5K	1.49%	14
2024 Q1	$1.58M	Buy	41,685 +2,315	+6%	+$79.5K	1.47%	14
2023 Q4	$1.33M	Sell	39,370 -1,426	-3%	-$41.5K	1.35%	17
2023 Q3	$1.12M	Buy	40,796 +2,047	+5%	+$60.6K	1.28%	18
2023 Q2	$1.11M	Buy	38,749 +2,636	+7%	+$75.2K	1.26%	18
2023 Q1	$1.03M	Buy	36,113 +7,365	+26%	+$243K	1.18%	23
2022 Q4	$952K	Buy	+28,748	New	+$990K	1.13%	24
2022 Q3	–	Sell	-19,214	Closed	-$598K	–	95
2022 Q2	$598K	Buy	+19,214	New	+$692K	0.73%	38

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Coastwise Capital Group's BAC Position: Q2 2026 in Review

Coastwise Capital Group reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $17K and leaving 26,040 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #32.

Coastwise Capital Group first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q4 2024. 1,544 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Coastwise Capital Group held 26,040 shares of Bank of America worth $1.48M as of Q2 2026.
Coastwise Capital Group sold 320 Bank of America shares in Q2 2026, an estimated $17K.
Bank of America made up 0.86% of Coastwise Capital Group's portfolio in Q2 2026, its #32 holding.
Coastwise Capital Group first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
Coastwise Capital Group's Bank of America position peaked at $1.8M in Q4 2024.
1,544 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.