TD Capital Management’s Bank of America BAC Stock Holding History

TD Capital 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 Q1	$89.3K	Buy	1,832 +6	+0.3%	+$310	0.01%	189
2025 Q4	$100K	Buy	1,826 +5	+0.3%	+$264	0.01%	172
2025 Q3	$93.9K	Buy	1,821 +6	+0.3%	+$293	0.01%	174
2025 Q2	$85.9K	Buy	1,815 +994	+121%	+$41.8K	0.01%	178
2025 Q1	$34.3K	Buy	821 +4	+0.5%	+$178	﹤0.01%	213
2024 Q4	$35.9K	Buy	817 +4	+0.5%	+$176	﹤0.01%	205
2024 Q3	$32.3K	Buy	813 +4	+0.5%	+$160	﹤0.01%	216
2024 Q2	$32.2K	Buy	809 +8	+1%	+$307	﹤0.01%	214
2024 Q1	$30.4K	Buy	801 +142	+22%	+$4.88K	﹤0.01%	216
2023 Q4	$22.2K	Buy	659 +4	+0.6%	+$116	﹤0.01%	239
2023 Q3	$17.9K	Sell	655 -150	-19%	-$4.44K	﹤0.01%	244
2023 Q2	$23.1K	Buy	805 +124	+18%	+$3.54K	﹤0.01%	234
2023 Q1	$19.5K	Buy	681 +506	+289%	+$16.7K	﹤0.01%	234
2022 Q4	$5.79K	Buy	+175	New	+$6.03K	﹤0.01%	286

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Capital Management's BAC Position: Q1 2026 in Review

TD Capital Management increased its Bank of America (BAC) stake by 0.33% in Q1 2026, buying an estimated $310 and bringing the position to 1,832 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #189.

TD Capital Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $100K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

TD Capital Management held 1,832 shares of Bank of America worth $89.3K as of Q1 2026.
TD Capital Management bought 6 Bank of America shares in Q1 2026, an estimated $310.
Bank of America made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #189 holding.
TD Capital Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
TD Capital Management's Bank of America position peaked at $100K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.