CPWA LLC’s Bank of America BAC Stock Holding History

CPWA LLC’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	$373K	Buy	6,550 +120	+2%	+$6.38K	0.43%	54
2026 Q1	$325K	Buy	+6,430	New	+$332K	0.39%	61

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

CPWA LLC's BAC Position: Q2 2026 in Review

CPWA LLC increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $6.38K and bringing the position to 6,550 shares worth $373K. The position accounts for 0.43% of the portfolio, ranked #54.

CPWA LLC first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,592 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

CPWA LLC held 6,550 shares of Bank of America worth $373K as of Q2 2026.
CPWA LLC bought 120 Bank of America shares in Q2 2026, an estimated $6.38K.
Bank of America made up 0.43% of CPWA LLC's portfolio in Q2 2026, its #54 holding.
CPWA LLC first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
3,592 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.