EC
BAC icon

EdgeRock Capital’s Bank of America BAC Stock Holding History

EdgeRock Capital’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 		$498K Buy
8,746
+921
+12% +$49K 0.11% 75
2026
Q1 		$381K Buy
7,825
+568
+8% +$29.3K 0.1% 81
2025
Q4 		$399K Buy
7,257
+330
+5% +$17.4K 0.11% 85
2025
Q3 		$357K Sell
6,927
-196
-3% -$9.56K 0.1% 81
2025
Q2 		$338K Buy
7,123
+658
+10% +$27.7K 0.11% 75
2025
Q1 		$270K Buy
6,465
+296
+5% +$13.2K 0.19% 57
2024
Q4 		$271K Buy
6,169
+437
+8% +$19.2K 0.18% 60
2024
Q3 		$227K Buy
+5,732
New +$230K 0.16% 66
2024
Q1 		– Sell
-2,547
Closed -$85.2K – 101
2023
Q4 		$85.2K Buy
+2,547
New +$74.2K 0.06% 80
2023
Q1 		– Sell
-9,847
Closed -$326K – 66
2022
Q4 		$326K Sell
9,847
-203
-2% -$6.99K 0.18% 43
2022
Q3 		$304K Buy
10,050
+2,869
+40% +$95.9K 0.17% 39
2022
Q2 		$224K Buy
+7,181
New +$259K 0.15% 49

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

EdgeRock Capital's BAC Position: Q2 2026 in Review

EdgeRock Capital increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $49K and bringing the position to 8,746 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #75.

EdgeRock Capital first reported a position in BAC in Q2 2022 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • EdgeRock Capital held 8,746 shares of Bank of America worth $498K as of Q2 2026.
  • EdgeRock Capital bought 921 Bank of America shares in Q2 2026, an estimated $49K.
  • Bank of America made up 0.11% of EdgeRock Capital's portfolio in Q2 2026, its #75 holding.
  • EdgeRock Capital first reported a position in Bank of America in Q2 2022 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.