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S.A. Mason’s Bank of America BAC Stock Holding History

S.A. Mason’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 		$738K Buy
12,956
+215
+2% +$11.4K 0.23% 96
2026
Q1 		$621K Sell
12,741
-1
-0% -$52 0.23% 100
2025
Q4 		$701K Sell
12,742
-35
-0.3% -$1.85K 0.28% 88
2025
Q3 		$659K Buy
12,777
+855
+7% +$41.7K 0.29% 81
2025
Q2 		$564K Buy
11,922
+5
+0% +$210 0.27% 85
2025
Q1 		$497K Buy
11,917
+9
+0.1% +$401 0.26% 89
2024
Q4 		$523K Sell
11,908
-4,698
-28% -$207K 0.27% 84
2024
Q3 		$659K Sell
16,606
-92
-0.6% -$3.69K 0.35% 71
2024
Q2 		$664K Sell
16,698
-69
-0.4% -$2.64K 0.38% 68
2024
Q1 		$636K Buy
16,767
+8
+0% +$275 0.38% 71
2023
Q4 		$564K Sell
16,759
-12,789
-43% -$372K 0.38% 72
2023
Q3 		$809K Sell
29,548
-496
-2% -$14.7K 0.58% 44
2023
Q2 		$859K Hold
30,044
– – 0.62% 39
2023
Q1 		$859K Sell
30,044
-2,243
-7% -$74K 0.62% 39
2022
Q4 		$1.07M Buy
32,287
+9
+0% +$310 0.81% 32
2022
Q3 		$975K Buy
32,278
+200
+0.6% +$6.69K 0.77% 33
2022
Q2 		$999K Sell
32,078
-393
-1% -$14.2K 0.73% 33
2022
Q1 		$1.34M Sell
32,471
-229
-0.7% -$10.3K 0.83% 28
2021
Q4 		$1.46M Hold
32,700
– – 0.88% 27
2021
Q3 		$1.39M Buy
32,700
+6
+0% +$242 0.91% 20
2021
Q2 		$1.35M Buy
32,694
+5
+0% +$205 0.93% 24
2021
Q1 		$1.26M Buy
32,689
+1,056
+3% +$36.4K 0.95% 22
2020
Q4 		$959K Sell
31,633
-585
-2% -$15.7K 0.8% 34
2020
Q3 		$776K Buy
32,218
+9
+0% +$224 0.74% 39
2020
Q2 		$765K Buy
32,209
+408
+1% +$9.64K 0.81% 35
2020
Q1 		$675K Sell
31,801
-4,296
-12% -$129K 0.82% 36
2019
Q4 		$1.27M Buy
+36,097
New +$1.17M 1.21% 16

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

S.A. Mason's BAC Position: Q2 2026 in Review

S.A. Mason increased its Bank of America (BAC) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 12,956 shares worth $738K. The position accounts for 0.23% of the portfolio, ranked #96.

S.A. Mason first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • S.A. Mason held 12,956 shares of Bank of America worth $738K as of Q2 2026.
  • S.A. Mason bought 215 Bank of America shares in Q2 2026, an estimated $11.4K.
  • Bank of America made up 0.23% of S.A. Mason's portfolio in Q2 2026, its #96 holding.
  • S.A. Mason first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Bank of America position peaked at $1.46M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.