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Stamos Capital Partners’s Bank of America BAC Stock Holding History

Stamos Capital Partners’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 		$8.19M Buy
167,913
+34,137
+26% +$1.76M 1.28% 15
2025
Q4 		$7.36M Buy
133,776
+3,485
+3% +$184K 1.18% 19
2025
Q3 		$6.72M Sell
130,291
-28,524
-18% -$1.39M 1.27% 21
2025
Q2 		$7.52M Buy
158,815
+50,662
+47% +$2.13M 1.35% 16
2025
Q1 		$4.51M Buy
108,153
+11,193
+12% +$499K 1.18% 18
2024
Q4 		$4.26M Sell
96,960
-44,200
-31% -$1.94M 1% 28
2024
Q3 		$5.6M Sell
141,160
-10,530
-7% -$422K 1.32% 20
2024
Q2 		$6.03M Sell
151,690
-7,310
-5% -$280K 1.28% 19
2024
Q1 		$6.03M Sell
159,000
-70,030
-31% -$2.4M 1.37% 13
2023
Q4 		$7.71M Sell
229,030
-147,810
-39% -$4.3M 2.09% 12
2023
Q3 		$10.3M Sell
376,840
-102,340
-21% -$3.03M 2.3% 4
2023
Q2 		$13.7M Buy
479,180
+88,460
+23% +$2.52M 3.22% 2
2023
Q1 		$11.2M Buy
390,720
+187,790
+93% +$6.2M 2.88% 3
2022
Q4 		$6.72M Sell
202,930
-156,560
-44% -$5.39M 2.13% 8
2022
Q3 		$10.9M Buy
359,490
+57,510
+19% +$1.92M 2.76% 7
2022
Q2 		$9.4M Buy
301,980
+59,480
+25% +$2.14M 2.84% 11
2022
Q1 		$10M Buy
242,500
+62,300
+35% +$2.81M 3.34% 7
2021
Q4 		$8.02M Buy
180,200
+14,050
+8% +$640K 3.72% 5
2021
Q3 		$7.05M Sell
166,150
-510
-0.3% -$20.5K 3.94% 5
2021
Q2 		$6.87M Sell
166,660
-28,840
-15% -$1.18M 3.62% 5
2021
Q1 		$7.56M Hold
195,500
– – 3.82% 6
2020
Q4 		$5.93M Sell
195,500
-99,500
-34% -$2.67M 2.53% 9
2020
Q3 		$7.11M Buy
+295,000
New +$7.34M 2.64% 7
2020
Q2 		– Sell
-112,929
Closed -$2.4M – 60
2020
Q1 		$2.4M Buy
+112,929
New +$3.39M 1.26% 32

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

Stamos Capital Partners's BAC Position: Q1 2026 in Review

Stamos Capital Partners increased its Bank of America (BAC) stake by 26% in Q1 2026, buying an estimated $1.76M and bringing the position to 167,913 shares worth $8.19M. The position accounts for 1.28% of the portfolio, ranked #15.

Stamos Capital Partners first reported a position in BAC in Q1 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q2 2023. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Stamos Capital Partners held 167,913 shares of Bank of America worth $8.19M as of Q1 2026.
  • Stamos Capital Partners bought 34,137 Bank of America shares in Q1 2026, an estimated $1.76M.
  • Bank of America made up 1.28% of Stamos Capital Partners's portfolio in Q1 2026, its #15 holding.
  • Stamos Capital Partners first reported a position in Bank of America in Q1 2020 and has held it in 24 quarters since.
  • Stamos Capital Partners's Bank of America position peaked at $13.7M in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.