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KG&L Capital Management’s Bank of America BAC Stock Holding History

KG&L 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 		$533K Sell
10,924
-56,408
-84% -$2.91M 0.38% 68
2025
Q4 		$3.7M Buy
67,332
+2,968
+5% +$157K 0.92% 25
2025
Q3 		$3.32M Sell
64,364
-41,525
-39% -$2.03M 0.89% 26
2025
Q2 		$5.01M Buy
105,889
+1,971
+2% +$82.9K 1.48% 16
2025
Q1 		$4.34M Buy
103,918
+10,439
+11% +$465K 1.41% 17
2024
Q4 		$4.11M Sell
93,479
-10,336
-10% -$455K 1.32% 16
2024
Q3 		$4.12M Buy
103,815
+9,414
+10% +$377K 1.33% 19
2024
Q2 		$3.75M Sell
94,401
-10,982
-10% -$421K 1.3% 17
2024
Q1 		$4M Sell
105,383
-11,721
-10% -$402K 1.59% 14
2023
Q4 		$3.94M Sell
117,104
-26,307
-18% -$766K 1.65% 14
2023
Q3 		$3.93M Buy
143,411
+9,714
+7% +$287K 1.9% 13
2023
Q2 		$3.84M Buy
133,697
+29,496
+28% +$842K 1.84% 13
2023
Q1 		$2.98M Buy
104,201
+8,138
+8% +$269K 1.56% 15
2022
Q4 		$3.18M Buy
96,063
+10,106
+12% +$348K 1.84% 13
2022
Q3 		$2.6M Buy
85,957
+6,070
+8% +$203K 1.47% 16
2022
Q2 		$2.49M Buy
79,887
+14,480
+22% +$521K 1.34% 19
2022
Q1 		$2.7M Buy
65,407
+9,885
+18% +$446K 1.12% 22
2021
Q4 		$2.47M Buy
55,522
+7,323
+15% +$334K 1% 24
2021
Q3 		$2.05M Buy
48,199
+19,968
+71% +$804K 0.9% 32
2021
Q2 		$1.16M Sell
28,231
-79,027
-74% -$3.24M 0.53% 51
2021
Q1 		$4.15M Sell
107,258
-1,972
-2% -$68K 2.07% 10
2020
Q4 		$3.31M Buy
109,230
+9,066
+9% +$243K 1.8% 12
2020
Q3 		$2.41M Buy
100,164
+27,565
+38% +$686K 1.51% 14
2020
Q2 		$1.72M Buy
72,599
+14,660
+25% +$346K 1.32% 16
2020
Q1 		$1.23M Sell
57,939
-6,313
-10% -$189K 1.22% 21
2019
Q4 		$2.26M Buy
64,252
+1,272
+2% +$41.1K 1.92% 8
2019
Q3 		$1.84M Buy
62,980
+4,070
+7% +$117K 1.66% 12
2019
Q2 		$1.71M Buy
58,910
+4,586
+8% +$132K 1.63% 12
2019
Q1 		$1.5M Sell
54,324
-691
-1% -$19.5K 1.51% 12
2018
Q4 		$1.35M Buy
+55,015
New +$1.49M 1.51% 12

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KG&L Capital Management's BAC Position: Q1 2026 in Review

KG&L Capital Management reduced its Bank of America (BAC) stake by 84% in Q1 2026, selling an estimated $2.91M and leaving 10,924 shares worth $533K. The position accounts for 0.38% of the portfolio, ranked #68.

KG&L Capital Management first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.01M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • KG&L Capital Management held 10,924 shares of Bank of America worth $533K as of Q1 2026.
  • KG&L Capital Management sold 56,408 Bank of America shares in Q1 2026, an estimated $2.91M.
  • Bank of America made up 0.38% of KG&L Capital Management's portfolio in Q1 2026, its #68 holding.
  • KG&L Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Bank of America position peaked at $5.01M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.