CAM
BAC icon

Councilmark Asset Management’s Bank of America BAC Stock Holding History

Councilmark Asset Management’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 		$1.14M Buy
20,014
+150
+0.8% +$7.98K 0.6% 37
2026
Q1 		$968K Buy
19,864
+50
+0.3% +$2.58K 0.56% 37
2025
Q4 		$1.09M Sell
19,814
-720
-4% -$38.1K 0.61% 36
2025
Q3 		$1.06M Hold
20,534
– – 0.61% 36
2025
Q2 		$972K Buy
20,534
+60
+0.3% +$2.52K 0.62% 37
2025
Q1 		$854K Hold
20,474
– – 0.58% 43
2024
Q4 		$900K Buy
20,474
+141
+0.7% +$6.2K 0.6% 40
2024
Q3 		$807K Hold
20,333
– – 0.54% 43
2024
Q2 		$809K Hold
20,333
– – 0.57% 44
2024
Q1 		$771K Buy
+20,333
New +$698K 0.56% 43

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

Councilmark Asset Management's BAC Position: Q2 2026 in Review

Councilmark Asset Management increased its Bank of America (BAC) stake by 0.76% in Q2 2026, buying an estimated $7.98K and bringing the position to 20,014 shares worth $1.14M. The position accounts for 0.6% of the portfolio, ranked #37.

Councilmark Asset Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Councilmark Asset Management held 20,014 shares of Bank of America worth $1.14M as of Q2 2026.
  • Councilmark Asset Management bought 150 Bank of America shares in Q2 2026, an estimated $7.98K.
  • Bank of America made up 0.6% of Councilmark Asset Management's portfolio in Q2 2026, its #37 holding.
  • Councilmark Asset Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.