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

Kanawha 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	$938K	Sell	19,242 -1,028	-5%	-$53K	0.07%	133
2025 Q4	$1.11M	Sell	20,270 -25	-0.1%	-$1.32K	0.08%	117
2025 Q3	$1.05M	Sell	20,295 -998	-5%	-$48.7K	0.07%	119
2025 Q2	$1.01M	Buy	21,293 +1,143	+6%	+$48.1K	0.07%	118
2025 Q1	$841K	Buy	20,150 +475	+2%	+$21.2K	0.07%	129
2024 Q4	$865K	Buy	19,675 +2,010	+11%	+$88.4K	0.07%	125
2024 Q3	$701K	Sell	17,665 -667	-4%	-$26.7K	0.05%	146
2024 Q2	$729K	Buy	18,332 +188	+1%	+$7.21K	0.06%	139
2024 Q1	$688K	Buy	18,144 +2,791	+18%	+$95.8K	0.05%	136
2023 Q4	$517K	Sell	15,353 -1,763	-10%	-$51.3K	0.05%	147
2023 Q3	$469K	Buy	17,116 +500	+3%	+$14.8K	0.05%	149
2023 Q2	$477K	Buy	16,616 +525	+3%	+$15K	0.04%	149
2023 Q1	$460K	Sell	16,091 -150	-0.9%	-$4.95K	0.04%	151
2022 Q4	$538K	Buy	16,241 +1,186	+8%	+$40.9K	0.05%	141
2022 Q3	$455K	Sell	15,055 -1,151	-7%	-$38.5K	0.05%	142
2022 Q2	$504K	Sell	16,206 -250	-2%	-$9K	0.05%	138
2022 Q1	$678K	Sell	16,456 -221	-1%	-$9.97K	0.06%	128
2021 Q4	$742K	Sell	16,677 -109	-0.6%	-$4.97K	0.06%	126
2021 Q3	$713K	Buy	16,786 +1,982	+13%	+$79.8K	0.07%	122
2021 Q2	$610K	Sell	14,804 -2,100	-12%	-$86.1K	0.06%	137
2021 Q1	$654K	Sell	16,904 -45	-0.3%	-$1.55K	0.06%	126
2020 Q4	$514K	Buy	16,949 +518	+3%	+$13.9K	0.05%	139
2020 Q3	$396K	Sell	16,431 -879	-5%	-$21.9K	0.05%	148
2020 Q2	$411K	Sell	17,310 -400	-2%	-$9.45K	0.05%	141
2020 Q1	$376K	Buy	17,710 +1,232	+7%	+$36.9K	0.05%	132
2019 Q4	$580K	Buy	16,478 +422	+3%	+$13.6K	0.07%	124
2019 Q3	$468K	Buy	16,056 +4,456	+38%	+$128K	0.06%	133
2019 Q2	$336K	Buy	11,600 +1,554	+15%	+$44.8K	0.05%	148
2019 Q1	$277K	Sell	10,046 -300	-3%	-$8.48K	0.04%	150
2018 Q4	$255K	Hold	10,346	–	–	0.04%	150
2018 Q3	$305K	Hold	10,346	–	–	0.04%	145
2018 Q2	$292K	Hold	10,346	–	–	0.04%	142
2018 Q1	$310K	Buy	10,346 +254	+3%	+$7.98K	0.05%	140
2017 Q4	$298K	Sell	10,092 -210	-2%	-$5.79K	0.04%	141
2017 Q3	$261K	Hold	10,302	–	–	0.04%	150
2017 Q2	$250K	Buy	10,302 +259	+3%	+$6.04K	0.04%	152
2017 Q1	$237K	Hold	10,043	–	–	0.04%	155
2016 Q4	$222K	Sell	10,043 -2,528	-20%	-$48.7K	0.04%	157
2016 Q3	$197K	Sell	12,571 -175	-1%	-$2.61K	0.03%	163
2016 Q2	$169K	Hold	12,746	–	–	0.03%	165
2016 Q1	$172K	Hold	12,746	–	–	0.03%	167
2015 Q4	$215K	Sell	12,746 -2,030	-14%	-$34.3K	0.04%	154
2015 Q3	$230K	Hold	14,776	–	–	0.04%	145
2015 Q2	$251K	Buy	14,776 +1,453	+11%	+$23.9K	0.04%	150
2015 Q1	$205K	Sell	13,323 -620	-4%	-$9.96K	0.04%	156
2014 Q4	$249K	Sell	13,943 -4,636	-25%	-$79.3K	0.04%	143
2014 Q3	$317K	Sell	18,579 -511	-3%	-$8.14K	0.06%	129
2014 Q2	$293K	Sell	19,090 -39,814	-68%	-$618K	0.05%	135
2014 Q1	$1.01M	Sell	58,904 -1,914	-3%	-$32.2K	0.19%	89
2013 Q4	$947K	Sell	60,818 -4,020	-6%	-$59.6K	0.18%	90
2013 Q3	$895K	Buy	64,838 +6,816	+12%	+$97.3K	0.19%	91
2013 Q2	$746K	Buy	+58,022	New	+$740K	0.16%	92

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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

Kanawha Capital Management reduced its Bank of America (BAC) stake by 5.1% in Q1 2026, selling an estimated $53K and leaving 19,242 shares worth $938K. The position accounts for 0.07% of the portfolio, ranked #133.

Kanawha Capital Management first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Kanawha Capital Management held 19,242 shares of Bank of America worth $938K as of Q1 2026.
Kanawha Capital Management sold 1,028 Bank of America shares in Q1 2026, an estimated $53K.
Bank of America made up 0.07% of Kanawha Capital Management's portfolio in Q1 2026, its #133 holding.
Kanawha Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
Kanawha Capital Management's Bank of America position peaked at $1.11M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.