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

Warburton 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
Q2 		$967K Buy
16,973
+138
+0.8% +$7.34K 0.39% 23
2026
Q1 		$887K Buy
16,835
+596
+4% +$30.8K 0.43% 22
2025
Q4 		$893K Buy
16,239
+289
+2% +$15.3K 0.5% 19
2025
Q3 		$808K Buy
15,950
+231
+1% +$11.3K 0.49% 19
2025
Q2 		$753K Buy
15,719
+469
+3% +$19.7K 0.45% 20
2025
Q1 		$636K Buy
15,250
+496
+3% +$22.1K 0.46% 18
2024
Q4 		$648K Buy
+14,754
New +$649K 0.49% 15

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

Warburton Capital Management's BAC Position: Q2 2026 in Review

Warburton Capital Management increased its Bank of America (BAC) stake by 0.82% in Q2 2026, buying an estimated $7.34K and bringing the position to 16,973 shares worth $967K. The position accounts for 0.39% of the portfolio, ranked #23.

Warburton Capital Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Warburton Capital Management held 16,973 shares of Bank of America worth $967K as of Q2 2026.
  • Warburton Capital Management bought 138 Bank of America shares in Q2 2026, an estimated $7.34K.
  • Bank of America made up 0.39% of Warburton Capital Management's portfolio in Q2 2026, its #23 holding.
  • Warburton Capital Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.