Coastwise Capital Group, LLC / BAC
Coastwise Capital Group, LLC’s Bank America Corp Position
Does Coastwise Capital Group, LLC own Bank America Corp (BAC)? Yes — 79.9K shares worth $4M (+2.21% of its 13F portfolio) as of Q1 2026, down from 84.7K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
79.9K
% of Portfolio
+2.21%
Quarters Held
16
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 79.9K | $4M | +2.21% |
| Q4 2025 | 84.7K | $4M | +1.94% |
| Q3 2025 | 81.7K | $4M | +2.68% |
| Q2 2025 | 81.6K | $4M | +2.91% |
| Q1 2025 | 83.6K | $4M | +3.11% |
| Q4 2024 | 86.8K | $4M | +2.90% |
| Q3 2024 | 86.3K | $4M | +3.01% |
| Q2 2024 | 82.5K | $3M | +3.19% |
| Q1 2024 | 86.1K | $3M | +3.19% |
| Q4 2023 | 83.8K | $3M | +3.06% |
| Q3 2023 | 86.1K | $3M | +2.96% |
| Q2 2023 | 81.3K | $3M | +3.05% |
| Q1 2023 | 71.6K | $2M | +2.76% |
| Q4 2022 | 58.9K | $2M | +2.54% |
| Q3 2022 | 34.1K | $1M | +2.05% |
| Q2 2022 | 53.7K | $2M | +2.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coastwise Capital Group, LLC’s full portfolio or all institutional holders of BAC.