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Regatta Capital Group’s Bank of America BAC Stock Holding History

Regatta Capital Group’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 		$493K Buy
8,647
+213
+3% +$11.3K 0.07% 144
2026
Q1 		$411K Sell
8,434
-4,381
-34% -$226K 0.06% 148
2025
Q4 		$705K Sell
12,815
-122
-0.9% -$6.45K 0.11% 116
2025
Q3 		$667K Sell
12,937
-526
-4% -$25.7K 0.11% 118
2025
Q2 		$637K Buy
13,463
+61
+0.5% +$2.57K 0.11% 117
2025
Q1 		$559K Buy
13,402
+2,397
+22% +$107K 0.11% 115
2024
Q4 		$484K Sell
11,005
-1,797
-14% -$79.1K 0.09% 122
2024
Q3 		$508K Buy
12,802
+136
+1% +$5.45K 0.1% 120
2024
Q2 		$504K Sell
12,666
-54
-0.4% -$2.07K 0.11% 114
2024
Q1 		$482K Buy
12,720
+426
+3% +$14.6K 0.11% 118
2023
Q4 		$414K Sell
12,294
-1,260
-9% -$36.7K 0.11% 121
2023
Q3 		$371K Sell
13,554
-229
-2% -$6.78K 0.12% 120
2023
Q2 		$395K Buy
13,783
+2,211
+19% +$63.1K 0.13% 120
2023
Q1 		$383K Hold
11,572
– – 0.14% 124
2022
Q4 		$383K Buy
11,572
+467
+4% +$16.1K 0.14% 124
2022
Q3 		$346K Buy
11,105
+3,696
+50% +$124K 0.14% 121
2022
Q2 		$231K Sell
7,409
-3,710
-33% -$134K 0.11% 138
2022
Q1 		$458K Buy
11,119
+227
+2% +$10.2K 0.16% 107
2021
Q4 		$485K Buy
+10,892
New +$496K 0.17% 105

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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

Regatta Capital Group's BAC Position: Q2 2026 in Review

Regatta Capital Group increased its Bank of America (BAC) stake by 2.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 8,647 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #144.

Regatta Capital Group first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $705K in Q4 2025. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Regatta Capital Group held 8,647 shares of Bank of America worth $493K as of Q2 2026.
  • Regatta Capital Group bought 213 Bank of America shares in Q2 2026, an estimated $11.3K.
  • Bank of America made up 0.07% of Regatta Capital Group's portfolio in Q2 2026, its #144 holding.
  • Regatta Capital Group first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Bank of America position peaked at $705K in Q4 2025.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.