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Legacy Capital Group California’s Bank of America BAC Stock Holding History

Legacy Capital Group California’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 		$1.02M Sell
17,863
-10,304
-37% -$548K 0.31% 94
2026
Q1 		$1.37M Sell
28,167
-9,680
-26% -$500K 0.52% 34
2025
Q4 		$2.08M Buy
37,847
+15,206
+67% +$804K 0.5% 38
2025
Q3 		$1.17M Sell
22,641
-16,961
-43% -$827K 0.3% 80
2025
Q2 		$1.87M Sell
39,602
-453
-1% -$19.1K 0.52% 31
2025
Q1 		$1.67M Buy
40,055
+16,886
+73% +$752K 0.58% 26
2024
Q4 		$1.02M Sell
23,169
-12
-0.1% -$528 0.31% 70
2024
Q3 		$920K Sell
23,181
-501
-2% -$20.1K 0.31% 86
2024
Q2 		$942K Buy
23,682
+198
+0.8% +$7.59K 0.34% 78
2024
Q1 		$891K Buy
23,484
+13,026
+125% +$447K 0.33% 87
2023
Q4 		$352K Buy
10,458
+4
+0% +$116 0.14% 199
2023
Q3 		$286K Sell
10,454
-107
-1% -$3.17K 0.12% 215
2023
Q2 		$303K Buy
10,561
+409
+4% +$11.7K 0.12% 205
2023
Q1 		$290K Buy
+10,152
New +$335K 0.14% 191

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

Legacy Capital Group California's BAC Position: Q2 2026 in Review

Legacy Capital Group California reduced its Bank of America (BAC) stake by 37% in Q2 2026, selling an estimated $548K and leaving 17,863 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #94.

Legacy Capital Group California first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Capital Group California held 17,863 shares of Bank of America worth $1.02M as of Q2 2026.
  • Legacy Capital Group California sold 10,304 Bank of America shares in Q2 2026, an estimated $548K.
  • Bank of America made up 0.31% of Legacy Capital Group California's portfolio in Q2 2026, its #94 holding.
  • Legacy Capital Group California first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Bank of America position peaked at $2.08M in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.