Lincoln Capital’s Bank of America BAC Stock Holding History

Lincoln 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 Q2	$401K	Buy	7,034 +73	+1%	+$3.88K	0.07%	103
2026 Q1	$339K	Hold	6,961	–	–	0.06%	106
2025 Q4	$383K	Buy	6,961 +800	+13%	+$42.3K	0.07%	102
2025 Q3	$312K	Hold	6,161	–	–	0.06%	106
2025 Q2	$291K	Hold	6,161	–	–	0.06%	108
2025 Q1	$236K	Sell	6,161 -25	-0.4%	-$1.11K	0.05%	110
2024 Q4	$272K	Sell	6,186 -1,256	-17%	-$55.3K	0.06%	103
2024 Q3	$295K	Buy	7,442 +627	+9%	+$25.1K	0.06%	94
2024 Q2	$271K	Sell	6,815 -150	-2%	-$5.75K	0.06%	96
2024 Q1	$264K	Hold	6,965	–	–	0.06%	97
2023 Q4	$235K	Buy	+6,965	New	+$203K	0.06%	100
2022 Q2	–	Sell	-5,012	Closed	-$207K	–	105
2022 Q1	$207K	Buy	+5,012	New	+$226K	0.05%	111

Other funds holding BAC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Lincoln Capital's BAC Position: Q2 2026 in Review

Lincoln Capital increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $3.88K and bringing the position to 7,034 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #103.

Lincoln Capital first reported a position in BAC in Q1 2022 and has held it in 12 quarters since. 2,069 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lincoln Capital held 7,034 shares of Bank of America worth $401K as of Q2 2026.
Lincoln Capital bought 73 Bank of America shares in Q2 2026, an estimated $3.88K.
Bank of America made up 0.07% of Lincoln Capital's portfolio in Q2 2026, its #103 holding.
Lincoln Capital first reported a position in Bank of America in Q1 2022 and has held it in 12 quarters since.
2,069 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.