Kapstone Financial Advisors’s Bank of America BAC Stock Holding History

Kapstone Financial Advisors’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	$523K	Hold	10,722	–	–	0.26%	67
2025 Q4	$590K	Sell	10,722 -825	-7%	-$43.6K	0.29%	54
2025 Q3	$596K	Hold	11,547	–	–	0.28%	50
2025 Q2	$546K	Sell	11,547 -120	-1%	-$5.05K	0.27%	53
2025 Q1	$487K	Sell	11,667 -1	-0%	-$45	0.28%	60
2024 Q4	$545K	Sell	11,668 -901	-7%	-$39.6K	0.29%	57
2024 Q3	$495K	Sell	12,569 -53	-0.4%	-$2.12K	0.3%	62
2024 Q2	$502K	Hold	12,622	–	–	0.33%	54
2024 Q1	$479K	Hold	12,622	–	–	0.33%	57
2023 Q4	$421K	Hold	12,622	–	–	0.33%	59
2023 Q3	$346K	Buy	12,622 +500	+4%	+$14.8K	0.31%	61
2023 Q2	$383K	Sell	12,122 -10	-0.1%	-$285	0.32%	63
2023 Q1	$347K	Buy	12,132 +10	+0.1%	+$330	0.31%	65
2022 Q4	$438K	Buy	+12,122	New	+$418K	0.4%	54

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

Kapstone Financial Advisors's BAC Position: Q1 2026 in Review

Kapstone Financial Advisors held its Bank of America (BAC) position steady in Q1 2026 at 10,722 shares worth $523K. The position accounts for 0.26% of the portfolio, ranked #67.

Kapstone Financial Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $596K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Kapstone Financial Advisors held 10,722 shares of Bank of America worth $523K as of Q1 2026.
Kapstone Financial Advisors left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.26% of Kapstone Financial Advisors's portfolio in Q1 2026, its #67 holding.
Kapstone Financial Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Bank of America position peaked at $596K in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.