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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
2020
Q4 		– Sell
-30,700
Closed -$208K – 139
2020
Q3 		$208K Buy
+30,700
New +$764K 0.13% 123
2019
Q1 		– Sell
-6,000
Closed -$35K – 87
2018
Q4 		$35K Buy
+6,000
New +$163K 0.04% 91

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. 3,462 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.
  • 3,462 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.