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 $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Capital Management's BAC Position: Q2 2026 in Review

Orion Capital Management reduced its Bank of America (BAC) stake by 5.2% in Q2 2026, selling an estimated $53.2K and leaving 18,136 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #56.

Orion Capital Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q1 2022. 3,623 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Orion Capital Management held 18,136 shares of Bank of America worth $1.03M as of Q2 2026.
Orion Capital Management sold 1,000 Bank of America shares in Q2 2026, an estimated $53.2K.
Bank of America made up 0.32% of Orion Capital Management's portfolio in Q2 2026, its #56 holding.
Orion Capital Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
Orion Capital Management's Bank of America position peaked at $1.44M in Q1 2022.
3,623 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.