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

Cypress 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 		$1.05M Hold
18,342
– – 0.2% 72
2026
Q1 		$894K Sell
18,342
-150
-0.8% -$7.74K 0.21% 72
2025
Q4 		$1.02M Hold
18,492
– – 0.22% 71
2025
Q3 		$954K Buy
18,492
+290
+2% +$14.1K 0.22% 72
2025
Q2 		$861K Buy
18,202
+100
+0.6% +$4.21K 0.21% 72
2025
Q1 		$755K Buy
18,102
+1,320
+8% +$58.8K 0.2% 75
2024
Q4 		$751K Sell
16,782
-360
-2% -$15.8K 0.19% 73
2024
Q3 		$680K Buy
17,142
+1,325
+8% +$53.1K 0.17% 80
2024
Q2 		$641K Buy
15,817
+450
+3% +$17.2K 0.17% 77
2024
Q1 		$594K Buy
15,367
+10
+0.1% +$343 0.16% 83
2023
Q4 		$517K Sell
15,357
-5,220
-25% -$152K 0.16% 86
2023
Q3 		$558K Sell
20,577
-1,330
-6% -$39.3K 0.19% 88
2023
Q2 		$653K Sell
21,907
-1,085
-5% -$31K 0.21% 86
2023
Q1 		$658K Buy
22,992
+1,470
+7% +$48.5K 0.23% 87
2022
Q4 		$718K Buy
21,522
+415
+2% +$14.3K 0.26% 84
2022
Q3 		$637K Buy
21,107
+300
+1% +$10K 0.24% 88
2022
Q2 		$648K Buy
20,807
+1,650
+9% +$59.4K 0.23% 90
2022
Q1 		$790K Sell
19,157
-1,700
-8% -$76.7K 0.23% 89
2021
Q4 		$928K Sell
20,857
-2,461
-11% -$112K 0.22% 92
2021
Q3 		$990K Buy
23,318
+1,000
+4% +$40.3K 0.26% 88
2021
Q2 		$920K Buy
22,318
+930
+4% +$38.1K 0.24% 95
2021
Q1 		$828K Buy
21,388
+11,282
+112% +$389K 0.23% 96
2020
Q4 		$306K Hold
10,106
– – 0.09% 128
2020
Q3 		$243K Sell
10,106
-1
-0% -$25 0.08% 124
2020
Q2 		$240K Buy
+10,107
New +$239K 0.08% 122
2020
Q1 		– Sell
-7,405
Closed -$261K – 119
2019
Q4 		$261K Buy
+7,405
New +$239K 0.09% 119

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

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

Cypress Asset Management held its Bank of America (BAC) position steady in Q2 2026 at 18,342 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #72.

Cypress Asset Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cypress Asset Management held 18,342 shares of Bank of America worth $1.05M as of Q2 2026.
  • Cypress Asset Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.2% of Cypress Asset Management's portfolio in Q2 2026, its #72 holding.
  • Cypress Asset Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.