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

SCS 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
Q1 		$6.75M Sell
138,540
-16,221
-10% -$837K 0.07% 124
2025
Q4 		$8.51M Sell
154,761
-6,420
-4% -$339K 0.09% 113
2025
Q3 		$8.32M Sell
161,181
-30,721
-16% -$1.5M 0.09% 113
2025
Q2 		$9.08M Buy
191,902
+17,512
+10% +$737K 0.1% 115
2025
Q1 		$7.28M Buy
+174,390
New +$7.77M 0.09% 101

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCS Capital Management's BAC Position: Q1 2026 in Review

SCS Capital Management reduced its Bank of America (BAC) stake by 10% in Q1 2026, selling an estimated $837K and leaving 138,540 shares worth $6.75M. The position accounts for 0.07% of the portfolio, ranked #124.

SCS Capital Management first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.08M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • SCS Capital Management held 138,540 shares of Bank of America worth $6.75M as of Q1 2026.
  • SCS Capital Management sold 16,221 Bank of America shares in Q1 2026, an estimated $837K.
  • Bank of America made up 0.07% of SCS Capital Management's portfolio in Q1 2026, its #124 holding.
  • SCS Capital Management first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Bank of America position peaked at $9.08M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.