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

Passive 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	$320K	Sell	5,810 -573	-9%	-$30.5K	0.1%	78
2026 Q1	$311K	Buy	6,383 +573	+10%	+$29.6K	0.09%	81
2025 Q4	$320K	Hold	5,810	–	–	0.1%	78
2025 Q3	$300K	Hold	5,810	–	–	0.1%	77
2025 Q2	$280K	Hold	5,810	–	–	0.09%	74
2025 Q1	$242K	Hold	5,810	–	–	0.08%	78
2024 Q4	$255K	Hold	5,810	–	–	0.09%	58
2024 Q3	$231K	Hold	5,810	–	–	0.08%	61
2024 Q2	$231K	Hold	5,810	–	–	0.09%	59
2024 Q1	$220K	Buy	+5,810	New	+$199K	0.09%	54
2022 Q2	–	Sell	-5,810	Closed	-$239K	–	50
2022 Q1	$239K	Hold	5,810	–	–	0.13%	45
2021 Q4	$258K	Buy	+5,810	New	+$265K	0.15%	44

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 $3.37T AUM 44.26% 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

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

Passive Capital Management reduced its Bank of America (BAC) stake by 9% in Q2 2026, selling an estimated $30.5K and leaving 5,810 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #78.

Passive Capital Management first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Passive Capital Management held 5,810 shares of Bank of America worth $320K as of Q2 2026.
Passive Capital Management sold 573 Bank of America shares in Q2 2026, an estimated $30.5K.
Bank of America made up 0.1% of Passive Capital Management's portfolio in Q2 2026, its #78 holding.
Passive Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.