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

Osbon 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
2026
Q2 		$854 Hold
15
– – ﹤0.01% 405
2026
Q1 		$731 Hold
15
– – ﹤0.01% 467
2025
Q4 		$825 Buy
+15
New +$793 ﹤0.01% 334

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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

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

Osbon Capital Management held its Bank of America (BAC) position steady in Q2 2026 at 15 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Osbon Capital Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Osbon Capital Management held 15 shares of Bank of America worth $854 as of Q2 2026.
  • Osbon Capital Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #405 holding.
  • Osbon Capital Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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