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

Westfield 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 		$13.7M Sell
240,187
-826,698
-77% -$44M 0.04% 212
2026
Q1 		$52M Sell
1,066,885
-2,756,724
-72% -$142M 0.22% 139
2025
Q4 		$210M Sell
3,823,609
-37,494
-1% -$1.98M 0.88% 20
2025
Q3 		$199M Sell
3,861,103
-356,657
-8% -$17.4M 0.84% 24
2025
Q2 		$200M Buy
4,217,760
+873,264
+26% +$36.7M 0.84% 25
2025
Q1 		$140M Buy
3,344,496
+1,150,471
+52% +$51.3M 0.68% 38
2024
Q4 		$96.4M Buy
2,194,025
+370,358
+20% +$16.3M 0.42% 71
2024
Q3 		$72.4M Buy
1,823,667
+1,579,767
+648% +$63.3M 0.33% 102
2024
Q2 		$9.7M Buy
243,900
+14,312
+6% +$548K 0.05% 197
2024
Q1 		$8.71M Buy
229,588
+14,672
+7% +$504K 0.05% 200
2023
Q4 		$7.24M Buy
214,916
+4,830
+2% +$141K 0.04% 197
2023
Q3 		$5.75M Buy
210,086
+10,590
+5% +$313K 0.04% 195
2023
Q2 		$5.72M Buy
199,496
+12,761
+7% +$364K 0.04% 191
2023
Q1 		$5.34M Sell
186,735
-1,311,916
-88% -$43.3M 0.04% 192
2022
Q4 		$49.6M Buy
+1,498,651
New +$51.6M 0.38% 105
2022
Q1 		– Sell
-133,416
Closed -$5.94M – 237
2021
Q4 		$5.94M Buy
+133,416
New +$6.08M 0.04% 196
2019
Q3 		– Sell
-3,427,007
Closed -$99.4M – 239
2019
Q2 		$99.4M Buy
3,427,007
+461,396
+16% +$13.3M 0.75% 43
2019
Q1 		$81.8M Sell
2,965,611
-690,589
-19% -$19.5M 0.62% 55
2018
Q4 		$90.1M Buy
3,656,200
+3,558,270
+3,633% +$96.5M 0.77% 40
2018
Q3 		$2.88M Sell
97,930
-1,480
-1% -$45.1K 0.02% 223
2018
Q2 		$2.8M Sell
99,410
-3,045,373
-97% -$90.9M 0.02% 224
2018
Q1 		$94.3M Sell
3,144,783
-610,933
-16% -$19.2M 0.73% 43
2017
Q4 		$111M Buy
3,755,716
+253,062
+7% +$6.98M 0.85% 28
2017
Q3 		$88.8M Buy
+3,502,654
New +$85M 0.68% 46
2016
Q1 		– Sell
-343,650
Closed -$5.78M – 267
2015
Q4 		$5.78M Hold
343,650
– – 0.04% 214
2015
Q3 		$5.35M Buy
343,650
+285,300
+489% +$4.8M 0.04% 205
2015
Q2 		$993K Buy
+58,350
New +$962K 0.01% 254

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

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

Westfield Capital Management reduced its Bank of America (BAC) stake by 77% in Q2 2026, selling an estimated $44M and leaving 240,187 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #212.

Westfield Capital Management first reported a position in BAC in Q2 2015 and has held it in 27 quarters since. The position peaked at $210M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Westfield Capital Management held 240,187 shares of Bank of America worth $13.7M as of Q2 2026.
  • Westfield Capital Management sold 826,698 Bank of America shares in Q2 2026, an estimated $44M.
  • Bank of America made up 0.04% of Westfield Capital Management's portfolio in Q2 2026, its #212 holding.
  • Westfield Capital Management first reported a position in Bank of America in Q2 2015 and has held it in 27 quarters since.
  • Westfield Capital Management's Bank of America position peaked at $210M in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.