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

Affinity 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 		$621K Buy
10,375
+87
+0.8% +$4.63K 0.08% 99
2026
Q1 		$502K Sell
10,288
-744
-7% -$38.4K 0.07% 104
2025
Q4 		$607K Buy
11,032
+1,060
+11% +$56K 0.08% 89
2025
Q3 		$503K Buy
9,972
+100
+1% +$4.88K 0.08% 96
2025
Q2 		$467K Buy
9,872
+400
+4% +$16.8K 0.08% 101
2025
Q1 		$341K Hold
9,472
– – 0.07% 113
2024
Q4 		$436K Sell
9,472
-1,248
-12% -$54.9K 0.08% 102
2024
Q3 		$425K Buy
10,720
+3,215
+43% +$129K 0.08% 105
2024
Q2 		$298K Buy
7,505
+588
+9% +$22.5K 0.06% 118
2024
Q1 		$262K Sell
6,917
-629
-8% -$21.6K 0.06% 126
2023
Q4 		$254K Sell
7,546
-256
-3% -$7.45K 0.06% 118
2023
Q3 		$214K Sell
7,802
-306
-4% -$9.05K 0.06% 124
2023
Q2 		$233K Buy
8,108
+285
+4% +$8.13K 0.06% 114
2023
Q1 		$224K Buy
7,823
+1
+0% +$33 0.07% 113
2022
Q4 		$259K Buy
7,822
+1
+0% +$34 0.09% 93
2022
Q3 		$236K Buy
7,821
+711
+10% +$23.8K 0.08% 91
2022
Q2 		$221K Buy
7,110
+40
+0.6% +$1.44K 0.08% 99
2022
Q1 		$291K Sell
7,070
-988
-12% -$44.6K 0.09% 90
2021
Q4 		$358K Sell
8,058
-100
-1% -$4.56K 0.11% 85
2021
Q3 		$346K Sell
8,158
-1,140
-12% -$45.9K 0.12% 85
2021
Q2 		$383K Buy
9,298
+505
+6% +$20.7K 0.13% 83
2021
Q1 		$340K Sell
8,793
-1,211
-12% -$41.8K 0.12% 83
2020
Q4 		$303K Buy
10,004
+507
+5% +$13.6K 0.12% 81
2020
Q3 		$229K Buy
+9,497
New +$236K 0.13% 96
2020
Q2 		– Sell
-9,962
Closed -$232K – 98
2020
Q1 		$232K Buy
9,962
+1,582
+19% +$47.4K 0.17% 86
2019
Q4 		$295K Buy
+8,380
New +$271K 0.19% 82

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Affinity Capital Advisors increased its Bank of America (BAC) stake by 0.85% in Q2 2026, buying an estimated $4.63K and bringing the position to 10,375 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #99.

Affinity Capital Advisors first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Affinity Capital Advisors held 10,375 shares of Bank of America worth $621K as of Q2 2026.
  • Affinity Capital Advisors bought 87 Bank of America shares in Q2 2026, an estimated $4.63K.
  • Bank of America made up 0.08% of Affinity Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Affinity Capital Advisors first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.