SEC 13F Intelligence

Stamos Capital Partners, L.P. / BAC

Stamos Capital Partners, L.P.’s Bank America Corp Position

Does Stamos Capital Partners, L.P. own Bank America Corp (BAC)? Yes277.7K shares worth $14M (+2.14% of its 13F portfolio) as of Q1 2026, up from 268.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
277.7K
% of Portfolio
+2.14%
Quarters Held
28
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $740,000Q2 ’19: $453,000Q1 ’20: $4MQ2 ’20: $717,000Q2 ’20Q3 ’20: $7MQ4 ’20: $11MQ1 ’21: $12MQ2 ’21: $12MQ2 ’21Q3 ’21: $12MQ4 ’21: $17MQ1 ’22: $24MQ2 ’22: $25MQ2 ’22Q3 ’22: $11MQ4 ’22: $13MQ1 ’23: $18MQ2 ’23: $22MQ2 ’23Q3 ’23: $19MQ4 ’23: $16MQ1 ’24: $14MQ2 ’24: $13MQ2 ’24Q3 ’24: $13MQ4 ’24: $11MQ1 ’25: $9MQ2 ’25: $13MQ2 ’25Q3 ’25: $11MQ4 ’25: $13MQ1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026277.7K$14M+2.14%
Q4 2025268.8K$13M+2.07%
Q3 2025216.9K$11M+1.99%
Q2 2025278.9K$13M+2.28%
Q1 2025207.4K$9M+2.36%
Q4 2024273.2K$11M+2.65%
Q3 2024307.4K$13M+3.07%
Q2 2024329.8K$13M+2.84%
Q1 2024359.3K$14M+3.28%
Q4 2023459.7K$16M+4.45%
Q3 2023646.9K$19M+4.25%
Q2 2023695.9K$22M+5.10%
Q1 2023570.0K$18M+4.68%
Q4 2022373.4K$13M+4.25%
Q3 2022359.5K$11M+2.76%
Q2 2022607.7K$25M+7.54%
Q1 2022512.3K$24M+7.92%
Q4 2021353.1K$17M+7.89%
Q3 2021252.2K$12M+6.55%
Q2 2021252.8K$12M+6.16%
Q1 2021279.7K$12M+6.29%
Q4 2020279.7K$11M+4.64%
Q3 2020295.0K$7M+2.64%
Q2 202013.0K$717,000+0.41%
Q1 2020149.7K$4M+2.30%
Q2 20198.0K$453,000+0.45%
Q1 201913.0K$740,000+0.95%
Q4 201819.0K$1M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stamos Capital Partners, L.P.’s full portfolio or all institutional holders of BAC.