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Stone House Investment Management’s Bank of America BAC Stock Holding History

Stone House Investment 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 		$21.5K Buy
378
+51
+16% +$2.71K ﹤0.01% 316
2026
Q1 		$16K Buy
327
+2
+0.6% +$103 ﹤0.01% 299
2025
Q4 		$17.9K Buy
325
+15
+5% +$793 ﹤0.01% 260
2025
Q3 		$16K Buy
310
+25
+9% +$1.22K ﹤0.01% 243
2025
Q2 		$13.5K Buy
285
+2
+0.7% +$84 ﹤0.01% 241
2025
Q1 		$11.8K Buy
+283
New +$12.6K ﹤0.01% 238
2024
Q4 		– Sell
-280
Closed -$11.1K – 77
2024
Q3 		$11.1K Buy
280
+2
+0.7% +$80 ﹤0.01% 217
2024
Q2 		$11.1K Buy
278
+2
+0.7% +$77 ﹤0.01% 218
2024
Q1 		$10.5K Buy
276
+1
+0.4% +$34 ﹤0.01% 227
2023
Q4 		$9.25K Buy
275
+2
+0.7% +$58 ﹤0.01% 166
2023
Q3 		$7.47K Buy
273
+3
+1% +$89 ﹤0.01% 178
2023
Q2 		$7.75K Sell
270
-1,002
-79% -$28.6K ﹤0.01% 176
2023
Q1 		$36.4K Buy
+1,272
New +$42K 0.01% 100
2019
Q2 		– Sell
-3,191
Closed -$88K – 47
2019
Q1 		$88K Buy
+3,191
New +$90.2K 0.05% 66

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 $3.38T AUM 44.17% 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

Stone House Investment Management's BAC Position: Q2 2026 in Review

Stone House Investment Management increased its Bank of America (BAC) stake by 16% in Q2 2026, buying an estimated $2.71K and bringing the position to 378 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Stone House Investment Management first reported a position in BAC in Q1 2019 and has held it in 14 quarters since. The position peaked at $88K in Q1 2019. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stone House Investment Management held 378 shares of Bank of America worth $21.5K as of Q2 2026.
  • Stone House Investment Management bought 51 Bank of America shares in Q2 2026, an estimated $2.71K.
  • Bank of America made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #316 holding.
  • Stone House Investment Management first reported a position in Bank of America in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's Bank of America position peaked at $88K in Q1 2019.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.