Storgate’s Bank of America BAC Stock Holding History

Storgate’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	$3.35M	Buy	58,776 +42,493	+261%	+$2.26M	0.69%	19
2026 Q1	$794K	Buy	16,283 +380	+2%	+$19.6K	0.62%	27
2025 Q4	$875K	Buy	+15,903	New	+$841K	0.72%	19

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Storgate's BAC Position: Q2 2026 in Review

Storgate increased its Bank of America (BAC) stake by 261% in Q2 2026, buying an estimated $2.26M and bringing the position to 58,776 shares worth $3.35M. The position accounts for 0.69% of the portfolio, ranked #19.

Storgate first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Storgate held 58,776 shares of Bank of America worth $3.35M as of Q2 2026.
Storgate bought 42,493 Bank of America shares in Q2 2026, an estimated $2.26M.
Bank of America made up 0.69% of Storgate's portfolio in Q2 2026, its #19 holding.
Storgate first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.