Westerkirk Capital’s Bank of America BAC Stock Holding History

Westerkirk 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	$3.98M	Hold	69,860	–	–	0.38%	52
2026 Q1	$3.41M	Buy	69,860 +53,000	+314%	+$2.73M	0.37%	55
2025 Q4	$927K	Buy	+16,860	New	+$891K	0.09%	112

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

Westerkirk Capital's BAC Position: Q2 2026 in Review

Westerkirk Capital held its Bank of America (BAC) position steady in Q2 2026 at 69,860 shares worth $3.98M. The position accounts for 0.38% of the portfolio, ranked #52.

Westerkirk Capital first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Westerkirk Capital held 69,860 shares of Bank of America worth $3.98M as of Q2 2026.
Westerkirk Capital left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.38% of Westerkirk Capital's portfolio in Q2 2026, its #52 holding.
Westerkirk Capital first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.