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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
Q2 		$7.88M Sell
138,209
-331
-0.2% -$17.6K 0.07% 123
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 $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

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

SCS Capital Management reduced its Bank of America (BAC) stake by 0.24% in Q2 2026, selling an estimated $17.6K and leaving 138,209 shares worth $7.88M. The position accounts for 0.07% of the portfolio, ranked #123.

SCS Capital Management first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.08M in Q2 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SCS Capital Management held 138,209 shares of Bank of America worth $7.88M as of Q2 2026.
  • SCS Capital Management sold 331 Bank of America shares in Q2 2026, an estimated $17.6K.
  • Bank of America made up 0.07% of SCS Capital Management's portfolio in Q2 2026, its #123 holding.
  • SCS Capital Management first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Bank of America position peaked at $9.08M in Q2 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.