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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Capital Management's BAC Position: Q1 2026 in Review

Generation Capital Management reduced its Bank of America (BAC) stake by 4.7% in Q1 2026, selling an estimated $89K and leaving 34,703 shares worth $1.69M. The position accounts for 1.24% of the portfolio, ranked #24.

Generation Capital Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Generation Capital Management held 34,703 shares of Bank of America worth $1.69M as of Q1 2026.
Generation Capital Management sold 1,725 Bank of America shares in Q1 2026, an estimated $89K.
Bank of America made up 1.24% of Generation Capital Management's portfolio in Q1 2026, its #24 holding.
Generation Capital Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Generation Capital Management's Bank of America position peaked at $2M in Q4 2025.
3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.