Capwealth Advisors, LLC’s Bank America Corp Position
Does Capwealth Advisors, LLC own Bank America Corp (BAC)? Yes — 530.1K shares worth $26M (+1.92% of its 13F portfolio) as of Q1 2026, down from 873.2K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
530.1K
% of Portfolio
+1.92%
Quarters Held
30
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 530.1K | $26M | +1.92% |
| Q4 2025 | 873.2K | $43M | +2.96% |
| Q3 2025 | 1.86M | $90M | +3.50% |
| Q2 2025 | 949.7K | $43M | +4.27% |
| Q1 2025 | 937.1K | $40M | +4.38% |
| Q4 2024 | 1.07M | $46M | +5.02% |
| Q3 2024 | 1.06M | $44M | +4.78% |
| Q2 2024 | 1.06M | $43M | +5.39% |
| Q1 2024 | 1.09M | $43M | +4.82% |
| Q4 2023 | 1.09M | $38M | +4.65% |
| Q3 2023 | 1.00M | $29M | +3.67% |
| Q2 2023 | 986.6K | $30M | +3.69% |
| Q1 2023 | 968.0K | $30M | +3.73% |
| Q4 2022 | 1.02M | $35M | +4.13% |
| Q3 2022 | 1.02M | $33M | +4.30% |
| Q2 2022 | 1.02M | $36M | +4.32% |
| Q1 2022 | 1.07M | $47M | +4.76% |
| Q4 2021 | 1.21M | $56M | +5.70% |
| Q3 2021 | 1.22M | $55M | +5.99% |
| Q2 2021 | 1.23M | $54M | +5.87% |
| Q1 2021 | 1.22M | $51M | +5.82% |
| Q4 2020 | 1.22M | $43M | +5.09% |
| Q3 2020 | 1.23M | $37M | +4.90% |
| Q2 2020 | 1.26M | $37M | +5.17% |
| Q1 2020 | 1.27M | $34M | +5.98% |
| Q4 2019 | 1.28M | $50M | +6.30% |
| Q3 2019 | 1.29M | $44M | +5.81% |
| Q2 2019 | 1.14M | $33M | +4.74% |
| Q1 2019 | 1.38M | $44M | +6.70% |
| Q4 2018 | 1.39M | $40M | +6.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of BAC.