Tacita Capital’s Bank of America BAC Stock Holding History

Tacita Capital’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	$118K	Hold	2,073	–	–	0.06%	99
2026 Q1	$101K	Hold	2,073	–	–	0.06%	107
2025 Q4	$114K	Hold	2,073	–	–	0.07%	101
2025 Q3	$107K	Sell	2,073 -4,762	-70%	-$232K	0.06%	97
2025 Q2	$323K	Hold	6,835	–	–	0.21%	66
2025 Q1	$285K	Hold	6,835	–	–	0.21%	70
2024 Q4	$300K	Hold	6,835	–	–	0.21%	68
2024 Q3	$271K	Hold	6,835	–	–	0.18%	72
2024 Q2	$272K	Hold	6,835	–	–	0.19%	70
2024 Q1	$259K	Hold	6,835	–	–	0.18%	74
2023 Q4	$230K	Sell	6,835 -2,166	-24%	-$63.1K	0.17%	81
2023 Q3	$246K	Hold	9,001	–	–	0.19%	73
2023 Q2	$258K	Hold	9,001	–	–	0.19%	74
2023 Q1	$257K	Hold	9,001	–	–	0.19%	73
2022 Q4	$298K	Hold	9,001	–	–	0.22%	67
2022 Q3	$272K	Hold	9,001	–	–	0.21%	64
2022 Q2	$280K	Hold	9,001	–	–	0.19%	67
2022 Q1	$371K	Buy	9,001 +1,000	+12%	+$45.1K	0.21%	63
2021 Q4	$356K	Hold	8,001	–	–	0.2%	68
2021 Q3	$340K	Hold	8,001	–	–	0.21%	64
2021 Q2	$330K	Hold	8,001	–	–	0.2%	66
2021 Q1	$310K	Hold	8,001	–	–	0.2%	70
2020 Q4	$243K	Buy	+8,001	New	+$214K	0.16%	77

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

Tacita Capital's BAC Position: Q2 2026 in Review

Tacita Capital held its Bank of America (BAC) position steady in Q2 2026 at 2,073 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #99.

Tacita Capital first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $371K in Q1 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Tacita Capital held 2,073 shares of Bank of America worth $118K as of Q2 2026.
Tacita Capital left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.06% of Tacita Capital's portfolio in Q2 2026, its #99 holding.
Tacita Capital first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's Bank of America position peaked at $371K in Q1 2022.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.