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DSG Capital Advisors’s Bank of America BAC Stock Holding History

DSG Capital Advisors’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 		$1.48M Sell
24,385
-27,913
-53% -$1.48M 0.21% 63
2026
Q1 		$2.55M Sell
52,298
-13,161
-20% -$679K 0.41% 46
2025
Q4 		$3.44M Buy
65,459
+8,465
+15% +$447K 0.52% 39
2025
Q3 		$2.94M Buy
+56,994
New +$2.78M 0.47% 44
2025
Q2 		– Sell
-98,337
Closed -$4.1M – 124
2025
Q1 		$4.1M Sell
98,337
-55,315
-36% -$2.46M 0.83% 31
2024
Q4 		$6.75M Buy
+153,652
New +$6.76M 1.22% 23

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

DSG Capital Advisors's BAC Position: Q2 2026 in Review

DSG Capital Advisors reduced its Bank of America (BAC) stake by 53% in Q2 2026, selling an estimated $1.48M and leaving 24,385 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #63.

DSG Capital Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.75M in Q4 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • DSG Capital Advisors held 24,385 shares of Bank of America worth $1.48M as of Q2 2026.
  • DSG Capital Advisors sold 27,913 Bank of America shares in Q2 2026, an estimated $1.48M.
  • Bank of America made up 0.21% of DSG Capital Advisors's portfolio in Q2 2026, its #63 holding.
  • DSG Capital Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's Bank of America position peaked at $6.75M in Q4 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.