TwinBeech Capital’s Bank of America BAC Stock Holding History

TwinBeech 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	$568K	Buy	9,964 +15	+0.2%	+$798	0.1%	213
2026 Q1	$485K	Sell	9,949 -113,117	-92%	-$5.84M	0.05%	364
2025 Q4	$6.77M	Buy	+123,066	New	+$6.51M	0.48%	60
2025 Q3	–	Sell	-44,991	Closed	-$2.13M	–	569
2025 Q2	$2.13M	Buy	+44,991	New	+$1.89M	0.05%	316
2025 Q1	–	Sell	-21,751	Closed	-$956K	–	710
2024 Q4	$956K	Sell	21,751 -61,939	-74%	-$2.73M	0.02%	384
2024 Q3	$3.32M	Sell	83,690 -728,415	-90%	-$29.2M	0.06%	332
2024 Q2	$32.3M	Buy	+812,105	New	+$31.1M	0.64%	48
2024 Q1	–	Sell	-9,365	Closed	-$315K	–	554
2023 Q4	$315K	Sell	9,365 -113,175	-92%	-$3.3M	0.01%	577
2023 Q3	$3.36M	Sell	122,540 -994,067	-89%	-$29.4M	0.06%	328
2023 Q2	$32M	Buy	+1,116,607	New	+$31.9M	0.63%	37
2023 Q1	–	Sell	-153,234	Closed	-$5.08M	–	614
2022 Q4	$5.08M	Buy	+153,234	New	+$5.28M	0.1%	256
2022 Q2	–	Sell	-95,428	Closed	-$3.93M	–	503
2022 Q1	$3.93M	Buy	+95,428	New	+$4.31M	0.17%	159
2021 Q4	–	Sell	-14,935	Closed	-$634K	–	567
2021 Q3	$634K	Buy	+14,935	New	+$602K	0.04%	402

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

TwinBeech Capital's BAC Position: Q2 2026 in Review

TwinBeech Capital increased its Bank of America (BAC) stake by 0.15% in Q2 2026, buying an estimated $798 and bringing the position to 9,964 shares worth $568K. The position accounts for 0.1% of the portfolio, ranked #213.

TwinBeech Capital first reported a position in BAC in Q3 2021 and has held it in 13 quarters since. The position peaked at $32.3M in Q2 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

TwinBeech Capital held 9,964 shares of Bank of America worth $568K as of Q2 2026.
TwinBeech Capital bought 15 Bank of America shares in Q2 2026, an estimated $798.
Bank of America made up 0.1% of TwinBeech Capital's portfolio in Q2 2026, its #213 holding.
TwinBeech Capital first reported a position in Bank of America in Q3 2021 and has held it in 13 quarters since.
TwinBeech Capital's Bank of America position peaked at $32.3M in Q2 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.