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Tidemark’s Bank of America BAC Stock Holding History

Tidemark’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 		$237K Buy
4,164
+32
+0.8% +$1.7K 0.05% 143
2026
Q1 		$201K Buy
4,132
+182
+5% +$9.39K 0.05% 143
2025
Q4 		$217K Buy
3,950
+430
+12% +$22.7K 0.06% 123
2025
Q3 		$182K Buy
3,520
+77
+2% +$3.76K 0.05% 141
2025
Q2 		$163K Sell
3,443
-376
-10% -$15.8K 0.05% 136
2025
Q1 		$159K Buy
3,819
+2
+0.1% +$89 0.06% 133
2024
Q4 		$168K Buy
3,817
+114
+3% +$5.02K 0.06% 127
2024
Q3 		$147K Buy
3,703
+835
+29% +$33.5K 0.06% 134
2024
Q2 		$114K Buy
2,868
+31
+1% +$1.19K 0.05% 144
2024
Q1 		$108K Buy
2,837
+6
+0.2% +$206 0.06% 165
2023
Q4 		$95.3K Buy
+2,831
New +$82.4K 0.06% 168

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

Tidemark's BAC Position: Q2 2026 in Review

Tidemark increased its Bank of America (BAC) stake by 0.77% in Q2 2026, buying an estimated $1.7K and bringing the position to 4,164 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #143.

Tidemark first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Tidemark held 4,164 shares of Bank of America worth $237K as of Q2 2026.
  • Tidemark bought 32 Bank of America shares in Q2 2026, an estimated $1.7K.
  • Bank of America made up 0.05% of Tidemark's portfolio in Q2 2026, its #143 holding.
  • Tidemark first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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