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Texas Capital Bank Wealth Management Services’s Bank of America BAC Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$2.58M Sell
45,201
-36,030
-44% -$1.92M 0.14% 87
2026
Q1 		$3.96M Sell
81,231
-950
-1% -$49K 0.24% 60
2025
Q4 		$4.52M Buy
82,181
+22,488
+38% +$1.19M 0.26% 52
2025
Q3 		$3.08M Buy
59,693
+4,207
+8% +$205K 0.25% 54
2025
Q2 		$2.63M Buy
55,486
+205
+0.4% +$8.63K 0.25% 58
2025
Q1 		$2.31M Buy
55,281
+5,097
+10% +$227K 0.23% 56
2024
Q4 		$2.21M Buy
50,184
+15,623
+45% +$687K 0.23% 50
2024
Q3 		$1.37M Sell
34,561
-1,048
-3% -$42K 0.13% 64
2024
Q2 		$1.42M Buy
35,609
+19,821
+126% +$760K 0.15% 65
2024
Q1 		$599K Sell
15,788
-31,751
-67% -$1.09M 0.07% 105
2023
Q4 		$1.6M Sell
47,539
-46,034
-49% -$1.34M 0.19% 58
2023
Q3 		$2.56M Buy
93,573
+66,036
+240% +$1.95M 0.32% 49
2023
Q2 		$790K Sell
27,537
-28,697
-51% -$819K 0.08% 98
2023
Q1 		$1.61M Buy
+56,234
New +$1.86M 0.19% 63
2022
Q4 		– Sell
-35,395
Closed -$1.07M – 171
2022
Q3 		$1.07M Buy
+35,395
New +$1.18M 0.14% 73
2022
Q2 		– Sell
-5,685
Closed -$234K – 148
2022
Q1 		$234K Sell
5,685
-2,762
-33% -$125K 0.02% 155
2021
Q4 		$376K Buy
8,447
+226
+3% +$10.3K 0.03% 126
2021
Q3 		$349K Sell
8,221
-467
-5% -$18.8K 0.04% 116
2021
Q2 		$358K Sell
8,688
-4,898
-36% -$201K 0.04% 112
2021
Q1 		$526K Buy
+13,586
New +$469K 0.08% 90

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

Texas Capital Bank Wealth Management Services's BAC Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Bank of America (BAC) stake by 44% in Q2 2026, selling an estimated $1.92M and leaving 45,201 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #87.

Texas Capital Bank Wealth Management Services first reported a position in BAC in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.52M in Q4 2025. 3,623 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 45,201 shares of Bank of America worth $2.58M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 36,030 Bank of America shares in Q2 2026, an estimated $1.92M.
  • Bank of America made up 0.14% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #87 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Bank of America in Q1 2021 and has held it in 20 quarters since.
  • Texas Capital Bank Wealth Management Services's Bank of America position peaked at $4.52M in Q4 2025.
  • 3,623 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.