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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
Q2 		$596K Sell
10,452
-270
-3% -$14.4K 0.25% 70
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
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

Kapstone Financial Advisors's BAC Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Bank of America (BAC) stake by 2.5% in Q2 2026, selling an estimated $14.4K and leaving 10,452 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #70.

Kapstone Financial Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $596K in Q3 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kapstone Financial Advisors held 10,452 shares of Bank of America worth $596K as of Q2 2026.
  • Kapstone Financial Advisors sold 270 Bank of America shares in Q2 2026, an estimated $14.4K.
  • Bank of America made up 0.25% of Kapstone Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Kapstone Financial Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Bank of America position peaked at $596K in Q3 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.