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West Branch Capital’s Bank of America BAC Stock Holding History

West Branch 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 		$3.9M Buy
68,473
+487
+0.7% +$25.9K 0.91% 33
2026
Q1 		$3.31M Buy
67,986
+1,376
+2% +$71K 0.89% 28
2025
Q4 		$3.66M Buy
66,610
+1,595
+2% +$84.3K 0.94% 26
2025
Q3 		$3.35M Buy
65,015
+2,314
+4% +$113K 0.88% 28
2025
Q2 		$2.97M Buy
62,701
+3,210
+5% +$135K 0.88% 30
2025
Q1 		$2.48M Buy
59,491
+7,306
+14% +$326K 0.83% 28
2024
Q4 		$2.29M Buy
52,185
+7,822
+18% +$344K 0.73% 29
2024
Q3 		$1.76M Buy
44,363
+3,807
+9% +$153K 0.61% 32
2024
Q2 		$1.61M Buy
40,556
+2,103
+5% +$80.6K 0.6% 32
2024
Q1 		$1.46M Buy
38,453
+5,093
+15% +$175K 0.59% 32
2023
Q4 		$1.12M Sell
33,360
-1,771
-5% -$51.6K 0.53% 34
2023
Q3 		$962K Buy
35,131
+6
+0% +$178 0.5% 37
2023
Q2 		$1.01M Sell
35,125
-2,154
-6% -$61.5K 0.5% 37
2023
Q1 		$1.07M Sell
37,279
-2,247
-6% -$74.2K 0.59% 34
2022
Q4 		$1.31M Sell
39,526
-299
-0.8% -$10.3K 0.81% 29
2022
Q3 		$1.2M Sell
39,825
-845
-2% -$28.2K 0.75% 33
2022
Q2 		$1.27M Buy
40,670
+2,447
+6% +$88.1K 0.73% 36
2022
Q1 		$1.58M Sell
38,223
-5,578
-13% -$252K 0.75% 35
2021
Q4 		$1.95M Buy
43,801
+1,807
+4% +$82.3K 0.83% 32
2021
Q3 		$1.78M Buy
41,994
+1,476
+4% +$59.5K 0.86% 30
2021
Q2 		$1.67M Buy
40,518
+3,979
+11% +$163K 0.82% 33
2021
Q1 		$1.41M Buy
36,539
+1,835
+5% +$63.3K 0.83% 35
2020
Q4 		$1.05M Sell
34,704
-8,617
-20% -$231K 0.62% 42
2020
Q3 		$1.04M Buy
43,321
+3,297
+8% +$82.1K 0.67% 39
2020
Q2 		$951K Buy
40,024
+28,004
+233% +$662K 0.67% 42
2020
Q1 		$255K Sell
12,020
-23,877
-67% -$716K 0.24% 62
2019
Q4 		$1.26M Buy
35,897
+24,732
+222% +$799K 0.88% 34
2019
Q3 		$326K Buy
11,165
+501
+5% +$14.4K 0.24% 65
2019
Q2 		$309K Hold
10,664
– – 0.26% 71
2019
Q1 		$294K Buy
10,664
+78
+0.7% +$2.2K 0.26% 63
2018
Q4 		$261K Hold
10,586
– – 0.27% 61
2018
Q3 		$312K Hold
10,586
– – 0.23% 71
2018
Q2 		$298K Hold
10,586
– – 0.23% 73
2018
Q1 		$317K Buy
+10,586
New +$333K 0.35% 52

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

West Branch Capital's BAC Position: Q2 2026 in Review

West Branch Capital increased its Bank of America (BAC) stake by 0.72% in Q2 2026, buying an estimated $25.9K and bringing the position to 68,473 shares worth $3.9M. The position accounts for 0.91% of the portfolio, ranked #33.

West Branch Capital first reported a position in BAC in Q1 2018 and has held it in 34 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • West Branch Capital held 68,473 shares of Bank of America worth $3.9M as of Q2 2026.
  • West Branch Capital bought 487 Bank of America shares in Q2 2026, an estimated $25.9K.
  • Bank of America made up 0.91% of West Branch Capital's portfolio in Q2 2026, its #33 holding.
  • West Branch Capital first reported a position in Bank of America in Q1 2018 and has held it in 34 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.