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

Westend 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 		– Sell
-125
Closed -$6.09K – 251
2026
Q1 		$6.09K Sell
125
-2,665
-96% -$138K ﹤0.01% 183
2025
Q4 		$153K Buy
2,790
+2,660
+2,046% +$141K 0.04% 54
2025
Q3 		$6.71K Buy
+130
New +$6.34K ﹤0.01% 166
2025
Q1 		– Sell
-282
Closed -$12.4K – 236
2024
Q4 		$12.4K Hold
282
– – ﹤0.01% 106
2024
Q3 		$11.2K Buy
+282
New +$11.3K ﹤0.01% 117
2024
Q2 		– Sell
-54
Closed -$2.05K – 240
2024
Q1 		$2.05K Buy
+54
New +$1.85K ﹤0.01% 230
2016
Q3 		$188K Hold
12,025
– – 0.26% 58
2016
Q2 		$160K Hold
12,025
– – 0.23% 61
2016
Q1 		$163K Sell
12,025
-116,872
-91% -$1.58M 0.22% 60
2015
Q4 		$2.17M Buy
128,897
+640
+0.5% +$10.8K 2.98% 12
2015
Q3 		$2.07M Buy
128,257
+2,816
+2% +$47.4K 2.62% 14
2015
Q2 		$2.07M Buy
125,441
+1,395
+1% +$23K 2.41% 16
2015
Q1 		$1.95M Sell
124,046
-12,829
-9% -$206K 2.3% 17
2014
Q4 		$2.45M Sell
136,875
-23,607
-15% -$404K 2.82% 12
2014
Q3 		$2.6M Buy
160,482
+56,693
+55% +$903K 2.84% 10
2014
Q2 		$1.61M Buy
+103,789
New +$1.61M 1.92% 24

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

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

Westend Capital Management sold out of Bank of America (BAC) in Q2 2026, closing a stake of 125 shares — an estimated $6.09K sold.

Westend Capital Management first reported a position in BAC in Q2 2014 and held it in 16 quarters. The position peaked at $2.6M in Q3 2014. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Westend Capital Management reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 125 Bank of America shares in Q2 2026, an estimated $6.09K.
  • Westend Capital Management first reported a position in Bank of America in Q2 2014 and held it in 16 quarters.
  • Westend Capital Management's Bank of America position peaked at $2.6M in Q3 2014.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.