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InceptionR’s Bank of America BAC Stock Holding History

InceptionR’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 		$1.62M Sell
28,396
-5,322
-16% -$283K 0.4% 29
2026
Q1 		$1.64M Buy
33,718
+23,020
+215% +$1.19M 0.4% 47
2025
Q4 		$588K Sell
10,698
-14,131
-57% -$747K 0.16% 233
2025
Q3 		$1.28M Sell
24,829
-23,919
-49% -$1.17M 0.31% 81
2025
Q2 		$2.31M Buy
+48,748
New +$2.05M 0.53% 1
2025
Q1 		– Sell
-28,065
Closed -$1.23M – 553
2024
Q4 		$1.23M Buy
28,065
+8,223
+41% +$362K 0.28% 110
2024
Q3 		$787K Buy
19,842
+4,356
+28% +$175K 0.19% 203
2024
Q2 		$616K Buy
+15,486
New +$593K 0.17% 230

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

InceptionR's BAC Position: Q2 2026 in Review

InceptionR reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $283K and leaving 28,396 shares worth $1.62M. The position accounts for 0.4% of the portfolio, ranked #29.

InceptionR first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • InceptionR held 28,396 shares of Bank of America worth $1.62M as of Q2 2026.
  • InceptionR sold 5,322 Bank of America shares in Q2 2026, an estimated $283K.
  • Bank of America made up 0.4% of InceptionR's portfolio in Q2 2026, its #29 holding.
  • InceptionR first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • InceptionR's Bank of America position peaked at $2.31M in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.