Orion Capital Management’s Bank of America BAC Stock Holding History

Orion 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
2023 Q1	–	Sell	-1,000	Closed	-$33.1K	–	456
2022 Q4	$33.1K	Hold	1,000	–	–	0.02%	233
2022 Q3	$30K	Buy	+1,000	New	+$33.4K	0.02%	240
2021 Q2	–	Sell	-1,000	Closed	-$19K	–	303
2021 Q1	$19K	Hold	1,000	–	–	0.01%	221
2020 Q4	$30K	Buy	+1,000	New	+$26.8K	0.02%	181

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Orion Capital Management's BAC Position: Q1 2026 in Review

Orion Capital Management reduced its Bank of America (BAC) stake by 4% in Q1 2026, selling an estimated $41.2K and leaving 19,136 shares worth $933K. The position accounts for 0.32% of the portfolio, ranked #52.

Orion Capital Management first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.44M in Q1 2022. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Orion Capital Management held 19,136 shares of Bank of America worth $933K as of Q1 2026.
Orion Capital Management sold 798 Bank of America shares in Q1 2026, an estimated $41.2K.
Bank of America made up 0.32% of Orion Capital Management's portfolio in Q1 2026, its #52 holding.
Orion Capital Management first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
Orion Capital Management's Bank of America position peaked at $1.44M in Q1 2022.
3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.