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Generation Capital Management’s Bank of America BAC Stock Holding History

Generation Capital 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 		$1.99M Buy
34,888
+185
+0.5% +$9.84K 1.22% 23
2026
Q1 		$1.69M Sell
34,703
-1,725
-5% -$89K 1.24% 24
2025
Q4 		$2M Buy
36,428
+935
+3% +$49.4K 1.3% 21
2025
Q3 		$1.83M Sell
35,493
-2,350
-6% -$115K 1.33% 21
2025
Q2 		$1.79M Sell
37,843
-1,327
-3% -$55.8K 1.42% 20
2025
Q1 		$1.63M Sell
39,170
-1,213
-3% -$54.1K 1.47% 22
2024
Q4 		$1.77M Buy
+40,383
New +$1.78M 1.52% 21

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 $3.38T AUM 44.17% 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

Generation Capital Management's BAC Position: Q2 2026 in Review

Generation Capital Management increased its Bank of America (BAC) stake by 0.53% in Q2 2026, buying an estimated $9.84K and bringing the position to 34,888 shares worth $1.99M. The position accounts for 1.22% of the portfolio, ranked #23.

Generation Capital Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Generation Capital Management held 34,888 shares of Bank of America worth $1.99M as of Q2 2026.
  • Generation Capital Management bought 185 Bank of America shares in Q2 2026, an estimated $9.84K.
  • Bank of America made up 1.22% of Generation Capital Management's portfolio in Q2 2026, its #23 holding.
  • Generation Capital Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Generation Capital Management's Bank of America position peaked at $2M in Q4 2025.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.