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TAGStone Capital’s Bank of America BAC Stock Holding History

TAGStone 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 		$1.05M Buy
18,350
+172
+0.9% +$9.15K 0.33% 57
2026
Q1 		$886K Buy
18,178
+2,535
+16% +$131K 0.31% 57
2025
Q4 		$860K Buy
15,643
+44
+0.3% +$2.33K 0.32% 55
2025
Q3 		$805K Buy
15,599
+96
+0.6% +$4.68K 0.32% 55
2025
Q2 		$713K Buy
15,503
+1,120
+8% +$47.1K 0.29% 58
2025
Q1 		$600K Sell
14,383
-5,419
-27% -$241K 0.3% 61
2024
Q4 		$870K Buy
19,802
+227
+1% +$9.99K 0.43% 44
2024
Q3 		$777K Buy
19,575
+292
+2% +$11.7K 0.4% 43
2024
Q2 		$767K Buy
19,283
+226
+1% +$8.66K 0.43% 41
2024
Q1 		$723K Buy
19,057
+105
+0.6% +$3.6K 0.42% 42
2023
Q4 		$638K Buy
18,952
+161
+0.9% +$4.69K 0.42% 45
2023
Q3 		$514K Buy
18,791
+136
+0.7% +$4.02K 0.38% 49
2023
Q2 		$535K Buy
18,655
+23
+0.1% +$656 0.39% 47
2023
Q1 		$533K Buy
18,632
+116
+0.6% +$3.83K 0.4% 51
2022
Q4 		$613K Sell
18,516
-5,340
-22% -$184K 0.51% 43
2022
Q3 		$720K Sell
23,856
-525
-2% -$17.6K 0.67% 38
2022
Q2 		$759K Buy
24,381
+5,579
+30% +$201K 0.72% 38
2022
Q1 		$775K Buy
18,802
+13
+0.1% +$587 0.65% 36
2021
Q4 		$836K Buy
+18,789
New +$856K 0.7% 35

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

TAGStone Capital's BAC Position: Q2 2026 in Review

TAGStone Capital increased its Bank of America (BAC) stake by 0.95% in Q2 2026, buying an estimated $9.15K and bringing the position to 18,350 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #57.

TAGStone Capital first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • TAGStone Capital held 18,350 shares of Bank of America worth $1.05M as of Q2 2026.
  • TAGStone Capital bought 172 Bank of America shares in Q2 2026, an estimated $9.15K.
  • Bank of America made up 0.33% of TAGStone Capital's portfolio in Q2 2026, its #57 holding.
  • TAGStone Capital first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.