KCPG
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Kavar Capital Partners Group’s Bank of America BAC Stock Holding History

Kavar Capital Partners Group’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 		$1.27M Buy
22,255
+1,212
+6% +$64.5K 0.16% 90
2026
Q1 		$1.03M Buy
21,043
+1,217
+6% +$62.8K 0.13% 103
2025
Q4 		$1.09M Buy
19,826
+94
+0.5% +$4.97K 0.15% 94
2025
Q3 		$1.02M Buy
19,732
+1
+0% +$49 0.14% 99
2025
Q2 		$934K Buy
19,731
+2,502
+15% +$105K 0.13% 104
2025
Q1 		$719K Buy
17,229
+7,603
+79% +$339K 0.12% 105
2024
Q4 		$423K Sell
9,626
-299
-3% -$13.2K 0.07% 121
2024
Q3 		$394K Sell
9,925
-753
-7% -$30.2K 0.06% 130
2024
Q2 		$425K Buy
10,678
+3
+0% +$115 0.08% 114
2024
Q1 		$405K Sell
10,675
-10,115
-49% -$347K 0.07% 120
2023
Q4 		$700K Buy
20,790
+10,296
+98% +$300K 0.08% 119
2023
Q3 		$287K Sell
10,494
-3,289
-24% -$97.3K 0.06% 130
2023
Q2 		$395K Buy
13,783
+555
+4% +$15.8K 0.08% 111
2023
Q1 		$378K Sell
13,228
-3,199
-19% -$106K 0.08% 121
2022
Q4 		$544K Sell
16,427
-184
-1% -$6.34K 0.13% 94
2022
Q3 		$502K Hold
16,611
– – 0.13% 97
2022
Q2 		$517K Buy
16,611
+276
+2% +$9.94K 0.12% 106
2022
Q1 		$673K Buy
16,335
+431
+3% +$19.4K 0.15% 100
2021
Q4 		$708K Hold
15,904
– – 0.15% 98
2021
Q3 		$675K Buy
15,904
+1,013
+7% +$40.8K 0.15% 103
2021
Q2 		$614K Hold
14,891
– – 0.15% 102
2021
Q1 		$576K Buy
14,891
+1
+0% +$35 0.16% 98
2020
Q4 		$451K Buy
14,890
+1,500
+11% +$40.2K 0.13% 107
2020
Q3 		$323K Buy
13,390
+1
+0% +$25 0.11% 116
2020
Q2 		$318K Buy
13,389
+1
+0% +$24 0.12% 101
2020
Q1 		$284K Sell
13,388
-599
-4% -$18K 0.14% 95
2019
Q4 		$493K Sell
13,987
-375
-3% -$12.1K 0.18% 87
2019
Q3 		$419K Buy
14,362
+2
+0% +$58 0.16% 92
2019
Q2 		$416K Hold
14,360
– – 0.16% 90
2019
Q1 		$396K Hold
14,360
– – 0.18% 90
2018
Q4 		$354K Buy
14,360
+851
+6% +$23.1K 0.19% 81
2018
Q3 		$398K Buy
13,509
+1
+0% +$30 0.2% 79
2018
Q2 		$381K Hold
13,508
– – 0.19% 80
2018
Q1 		$405K Buy
13,508
+1
+0% +$31 0.21% 78
2017
Q4 		$399K Sell
13,507
-6,000
-31% -$165K 0.21% 78
2017
Q3 		$494K Buy
19,507
+1
+0% +$24 0.27% 76
2017
Q2 		$473K Hold
19,506
– – 0.26% 80
2017
Q1 		$460K Buy
+19,506
New +$463K 0.26% 83
2016
Q1 		– Sell
-7,939
Closed -$133K – 122
2015
Q4 		$133K Sell
7,939
-2,159
-21% -$36.5K 0.09% 122
2015
Q3 		$157K Sell
10,098
-306
-3% -$5.15K 0.11% 110
2015
Q2 		$177K Sell
10,404
-50
-0.5% -$824 0.12% 119
2015
Q1 		$161K Buy
10,454
+24
+0.2% +$385 0.14% 103
2014
Q4 		$187K Buy
10,430
+10
+0.1% +$171 0.15% 123
2014
Q3 		$178K Buy
10,420
+267
+3% +$4.25K 0.15% 123
2014
Q2 		$156K Sell
10,153
-1,250
-11% -$19.4K 0.13% 131
2014
Q1 		$196K Buy
11,403
+13
+0.1% +$219 0.16% 127
2013
Q4 		$177K Buy
+11,390
New +$169K 0.16% 122

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

Kavar Capital Partners Group's BAC Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $64.5K and bringing the position to 22,255 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #90.

Kavar Capital Partners Group first reported a position in BAC in Q4 2013 and has held it in 47 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kavar Capital Partners Group held 22,255 shares of Bank of America worth $1.27M as of Q2 2026.
  • Kavar Capital Partners Group bought 1,212 Bank of America shares in Q2 2026, an estimated $64.5K.
  • Bank of America made up 0.16% of Kavar Capital Partners Group's portfolio in Q2 2026, its #90 holding.
  • Kavar Capital Partners Group first reported a position in Bank of America in Q4 2013 and has held it in 47 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.