Cypress Point Wealth Management’s Bank of America BAC Stock Holding History

Cypress Point Wealth 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	$1.04M	Buy	18,292 +5,942	+48%	+$316K	0.21%	55
2026 Q1	$602K	Buy	12,350 +7,094	+135%	+$366K	0.13%	62
2025 Q4	$289K	Buy	5,256 +1	+0%	+$53	0.06%	82
2025 Q3	$271K	Buy	5,255 +2	+0%	+$98	0.05%	75
2025 Q2	$249K	Buy	+5,253	New	+$221K	0.06%	75
2021 Q4	–	Sell	-1,000	Closed	-$42K	–	41
2021 Q3	$42K	Hold	1,000	–	–	0.03%	62
2021 Q2	$41K	Buy	+1,000	New	+$41K	0.03%	67
2021 Q1	–	Sell	-12,900	Closed	-$391K	–	117
2020 Q4	$391K	Buy	+12,900	New	+$346K	0.59%	59

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

Cypress Point Wealth Management's BAC Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Bank of America (BAC) stake by 48% in Q2 2026, buying an estimated $316K and bringing the position to 18,292 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #55.

Cypress Point Wealth Management first reported a position in BAC in Q4 2020 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cypress Point Wealth Management held 18,292 shares of Bank of America worth $1.04M as of Q2 2026.
Cypress Point Wealth Management bought 5,942 Bank of America shares in Q2 2026, an estimated $316K.
Bank of America made up 0.21% of Cypress Point Wealth Management's portfolio in Q2 2026, its #55 holding.
Cypress Point Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 8 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.