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Custos Family Office’s Bank of America BAC Stock Holding History

Custos Family Office’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 		$204K Sell
3,583
-2,014
-36% -$107K 0.12% 65
2026
Q1 		$273K Buy
5,597
+577
+11% +$29.8K 0.19% 54
2025
Q4 		$276K Sell
5,020
-11
-0.2% -$581 0.19% 53
2025
Q3 		$260K Buy
+5,031
New +$245K 0.15% 54

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

Custos Family Office's BAC Position: Q2 2026 in Review

Custos Family Office reduced its Bank of America (BAC) stake by 36% in Q2 2026, selling an estimated $107K and leaving 3,583 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #65.

Custos Family Office first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Custos Family Office held 3,583 shares of Bank of America worth $204K as of Q2 2026.
  • Custos Family Office sold 2,014 Bank of America shares in Q2 2026, an estimated $107K.
  • Bank of America made up 0.12% of Custos Family Office's portfolio in Q2 2026, its #65 holding.
  • Custos Family Office first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Custos Family Office's Bank of America position peaked at $276K in Q4 2025.
  • 3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.