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Ackerman Capital Advisors’s Bank of America BAC Stock Holding History

Ackerman Capital Advisors’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 		$212K Buy
+3,716
New +$198K 0.04% 115
2026
Q1 		– Sell
-6,727
Closed -$370K – 116
2025
Q4 		$370K Buy
6,727
+1
+0% +$53 0.07% 84
2025
Q3 		$347K Hold
6,726
– – 0.07% 84
2025
Q2 		$318K Sell
6,726
-94
-1% -$3.96K 0.07% 83
2025
Q1 		$285K Sell
6,820
-43
-0.6% -$1.92K 0.08% 84
2024
Q4 		$302K Buy
6,863
+1
+0% +$44 0.08% 81
2024
Q3 		$272K Hold
6,862
– – 0.07% 84
2024
Q2 		$273K Sell
6,862
-149
-2% -$5.71K 0.07% 86
2024
Q1 		$266K Buy
+7,011
New +$241K 0.07% 88
2023
Q1 		– Sell
-7,333
Closed -$243K – 102
2022
Q4 		$243K Hold
7,333
– – 0.07% 98
2022
Q3 		$221K Sell
7,333
-25
-0.3% -$836 0.06% 92
2022
Q2 		$229K Hold
7,358
– – 0.06% 94
2022
Q1 		$303K Buy
7,358
+1,234
+20% +$55.7K 0.07% 91
2021
Q4 		$272K Sell
6,124
-259
-4% -$11.8K 0.06% 99
2021
Q3 		$271K Buy
6,383
+147
+2% +$5.92K 0.06% 92
2021
Q2 		$257K Sell
6,236
-1,864
-23% -$76.4K 0.06% 101
2021
Q1 		$313K Buy
+8,100
New +$280K 0.08% 91
2020
Q4 		– Sell
-9,100
Closed -$219K – 121
2020
Q3 		$219K Hold
9,100
– – 0.06% 108
2020
Q2 		$216K Buy
+9,100
New +$215K 0.06% 108
2018
Q4 		– Sell
-12,000
Closed -$354K – 135
2018
Q3 		$354K Buy
+12,000
New +$365K 1.22% 38

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

Ackerman Capital Advisors's BAC Position: Q2 2026 in Review

Ackerman Capital Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,716 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings. This is a return to the name: Ackerman Capital Advisors previously reported a position in BAC as recently as Q4 2025.

Ackerman Capital Advisors first reported a position in BAC in Q3 2018 and has held it in 20 quarters since. The position peaked at $370K in Q4 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ackerman Capital Advisors held 3,716 shares of Bank of America worth $212K as of Q2 2026.
  • Bank of America was a new Ackerman Capital Advisors position in Q2 2026.
  • Bank of America made up 0.04% of Ackerman Capital Advisors's portfolio in Q2 2026, its #115 holding.
  • Ackerman Capital Advisors first reported a position in Bank of America in Q3 2018 and has held it in 20 quarters since.
  • Ackerman Capital Advisors's Bank of America position peaked at $370K in Q4 2025.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.