UCMOK
BAC icon

United Capital Management of KS’s Bank of America BAC Stock Holding History

United Capital Management of KS’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 		– Sell
-149,394
Closed -$8.22M – 113
2025
Q4 		$8.22M Sell
149,394
-2,657
-2% -$140K 1.15% 33
2025
Q3 		$7.84M Buy
152,051
+2,406
+2% +$117K 1.07% 36
2025
Q2 		$7.08M Buy
149,645
+2,108
+1% +$88.7K 1.11% 32
2025
Q1 		$6.16M Buy
147,537
+111,111
+305% +$4.95M 1.27% 31
2024
Q4 		$1.6M Buy
+36,426
New +$1.6M 0.29% 55
2024
Q3 		– Sell
-7,967
Closed -$317K – 85
2024
Q2 		$317K Sell
7,967
-2,586
-25% -$99.1K 0.07% 70
2024
Q1 		$400K Sell
10,553
-2,360
-18% -$81K 0.09% 71
2023
Q4 		$435K Sell
12,913
-3,393
-21% -$98.8K 0.13% 63
2023
Q3 		$446K Buy
16,306
+1,940
+14% +$57.4K 0.15% 62
2023
Q2 		$412K Buy
14,366
+5,453
+61% +$156K 0.13% 69
2023
Q1 		$255K Buy
+8,913
New +$294K 0.1% 75
2020
Q2 		– Sell
-84,178
Closed -$1.79M – 84
2020
Q1 		$1.79M Buy
84,178
+14,564
+21% +$437K 1.5% 27
2019
Q4 		$2.45M Buy
69,614
+6,190
+10% +$200K 1.55% 17
2019
Q3 		$1.8M Buy
63,424
+2,891
+5% +$83.1K 1.31% 26
2019
Q2 		$1.78M Buy
60,533
+2,173
+4% +$62.7K 1.35% 24
2019
Q1 		$1.75M Buy
58,360
+3,742
+7% +$106K 1.37% 23
2018
Q4 		$1.35M Buy
54,618
+7,087
+15% +$192K 1.25% 27
2018
Q3 		$1.47M Buy
+47,531
New +$1.45M 1.18% 26

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's BAC Position: Q1 2026 in Review

United Capital Management of KS sold out of Bank of America (BAC) in Q1 2026, closing a stake of 149,394 shares — an estimated $8.22M sold.

United Capital Management of KS first reported a position in BAC in Q3 2018 and held it in 18 quarters. The position peaked at $8.22M in Q4 2025. 3,470 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • United Capital Management of KS reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • United Capital Management of KS sold 149,394 Bank of America shares in Q1 2026, an estimated $8.22M.
  • United Capital Management of KS first reported a position in Bank of America in Q3 2018 and held it in 18 quarters.
  • United Capital Management of KS's Bank of America position peaked at $8.22M in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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