Capstone Wealth Management Group, Inc.’s Bank of America BAC Stock Holding History

Capstone Wealth Management Group, Inc.’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	$213K	Buy	+3,742	New	+$199K	0.13%	121

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s BAC Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Bank of America (BAC) in Q2 2026: 3,742 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

1,437 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Capstone Wealth Management Group, Inc. held 3,742 shares of Bank of America worth $213K as of Q2 2026.
Bank of America was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Bank of America made up 0.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #121 holding.
1,437 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.