Lavaca Capital’s Bank of America BAC Stock Holding History

Lavaca Capital’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	$384K	Hold	7,874	–	–	0.07%	77
2025 Q4	$433K	Hold	7,874	–	–	0.07%	67
2025 Q3	$406K	Hold	7,874	–	–	0.07%	71
2025 Q2	$373K	Buy	7,874 +2,300	+41%	+$96.8K	0.14%	76
2025 Q1	$233K	Hold	5,574	–	–	0.1%	96
2024 Q4	$245K	Hold	5,574	–	–	0.1%	106
2024 Q3	$221K	Hold	5,574	–	–	0.09%	105
2024 Q2	$222K	Hold	5,574	–	–	0.11%	79
2024 Q1	$211K	Buy	+5,574	New	+$191K	0.12%	75
2023 Q3	–	Sell	-10,681	Closed	-$306K	–	144
2023 Q2	$306K	Sell	10,681 -1,535	-13%	-$43.8K	0.09%	133
2023 Q1	$373K	Buy	12,216 +828	+7%	+$27.3K	0.08%	144
2022 Q4	$387K	Buy	+11,388	New	+$392K	0.12%	138
2019 Q2	–	Sell	-5,279	Closed	-$146K	–	114
2019 Q1	$146K	Hold	5,279	–	–	0.12%	86
2018 Q4	$130K	Buy	+5,279	New	+$143K	0.13%	79

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

Lavaca Capital's BAC Position: Q1 2026 in Review

Lavaca Capital held its Bank of America (BAC) position steady in Q1 2026 at 7,874 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #77.

Lavaca Capital first reported a position in BAC in Q4 2018 and has held it in 14 quarters since. The position peaked at $433K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lavaca Capital held 7,874 shares of Bank of America worth $384K as of Q1 2026.
Lavaca Capital left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.07% of Lavaca Capital's portfolio in Q1 2026, its #77 holding.
Lavaca Capital first reported a position in Bank of America in Q4 2018 and has held it in 14 quarters since.
Lavaca Capital's Bank of America position peaked at $433K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.