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

Gallagher 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 		$617K Buy
10,834
+8
+0.1% +$425 0.35% 45
2026
Q1 		$89.1K Buy
10,826
+43
+0.4% +$2.22K 0.06% 65
2025
Q4 		$593K Buy
+10,783
New +$570K 0.38% 41
2025
Q2 		– Sell
-24,307
Closed -$1.01M – 62
2025
Q1 		$1.01M Sell
24,307
-507
-2% -$22.6K 0.77% 32
2024
Q4 		$1.09M Buy
+24,814
New +$1.09M 0.79% 29

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

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

Gallagher Capital Advisors increased its Bank of America (BAC) stake by 0.07% in Q2 2026, buying an estimated $425 and bringing the position to 10,834 shares worth $617K. The position accounts for 0.35% of the portfolio, ranked #45.

Gallagher Capital Advisors first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2024. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gallagher Capital Advisors held 10,834 shares of Bank of America worth $617K as of Q2 2026.
  • Gallagher Capital Advisors bought 8 Bank of America shares in Q2 2026, an estimated $425.
  • Bank of America made up 0.35% of Gallagher Capital Advisors's portfolio in Q2 2026, its #45 holding.
  • Gallagher Capital Advisors first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • Gallagher Capital Advisors's Bank of America position peaked at $1.09M in Q4 2024.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.