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Custom Index Systems’s Bank of America BAC Stock Holding History

Custom Index Systems’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 		$348K Sell
6,106
-2
-0% -$106 0.13% 188
2026
Q1 		$298K Buy
6,108
+1,517
+33% +$78.3K 0.13% 202
2025
Q4 		$253K Sell
4,591
-1,945
-30% -$103K 0.11% 213
2025
Q3 		$337K Buy
6,536
+1,648
+34% +$80.4K 0.1% 206
2025
Q2 		$231K Buy
+4,888
New +$206K 0.11% 220
2024
Q2 		– Sell
-5,976
Closed -$227K – 255
2024
Q1 		$227K Buy
+5,976
New +$205K 0.13% 225

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

Custom Index Systems's BAC Position: Q2 2026 in Review

Custom Index Systems reduced its Bank of America (BAC) stake by 0.03% in Q2 2026, selling an estimated $106 and leaving 6,106 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #188.

Custom Index Systems first reported a position in BAC in Q1 2024 and has held it in 6 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Custom Index Systems held 6,106 shares of Bank of America worth $348K as of Q2 2026.
  • Custom Index Systems sold 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.13% of Custom Index Systems's portfolio in Q2 2026, its #188 holding.
  • Custom Index Systems first reported a position in Bank of America in Q1 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 Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.