All Terrain Financial Advisors’s Bank of America BAC Stock Holding History

All Terrain Financial 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	$325K	Buy	5,700 +400	+8%	+$21.3K	0.05%	119
2026 Q1	$258K	Buy	5,300 +700	+15%	+$36.1K	0.06%	114
2025 Q4	$253K	Hold	4,600	–	–	0.06%	111
2025 Q3	$237K	Hold	4,600	–	–	0.06%	112
2025 Q2	$218K	Buy	+4,600	New	+$194K	0.06%	101
2025 Q1	–	Sell	-4,600	Closed	-$202K	–	110
2024 Q4	$202K	Buy	+4,600	New	+$202K	0.07%	89
2022 Q1	–	Sell	-4,600	Closed	-$205K	–	99
2021 Q4	$205K	Sell	4,600 -300	-6%	-$13.7K	0.08%	79
2021 Q3	$208K	Hold	4,900	–	–	0.09%	77
2021 Q2	$202K	Hold	4,900	–	–	0.09%	85
2021 Q1	$190K	Buy	+4,900	New	+$169K	0.09%	78
2020 Q1	–	Sell	-7,743	Closed	-$273K	–	186
2019 Q4	$273K	Sell	7,743 -15,500	-67%	-$501K	0.09%	124
2019 Q3	$679K	Hold	23,243	–	–	0.23%	66
2019 Q2	$674K	Sell	23,243 -1,004	-4%	-$29K	0.23%	64
2019 Q1	$669K	Sell	24,247 -4,557	-16%	-$129K	0.23%	61
2018 Q4	$710K	Sell	28,804 -2,296	-7%	-$62.3K	0.28%	57
2018 Q3	$910K	Buy	31,100 +3,200	+11%	+$97.5K	0.37%	48
2018 Q2	$787K	Buy	27,900 +5,392	+24%	+$161K	0.35%	54
2018 Q1	$675K	Sell	22,508 -1,300	-5%	-$40.8K	0.31%	68
2017 Q4	$703K	Buy	+23,808	New	+$656K	0.32%	63

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

All Terrain Financial Advisors's BAC Position: Q2 2026 in Review

All Terrain Financial Advisors increased its Bank of America (BAC) stake by 7.5% in Q2 2026, buying an estimated $21.3K and bringing the position to 5,700 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #119.

All Terrain Financial Advisors first reported a position in BAC in Q4 2017 and has held it in 19 quarters since. The position peaked at $910K in Q3 2018. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

All Terrain Financial Advisors held 5,700 shares of Bank of America worth $325K as of Q2 2026.
All Terrain Financial Advisors bought 400 Bank of America shares in Q2 2026, an estimated $21.3K.
Bank of America made up 0.05% of All Terrain Financial Advisors's portfolio in Q2 2026, its #119 holding.
All Terrain Financial Advisors first reported a position in Bank of America in Q4 2017 and has held it in 19 quarters since.
All Terrain Financial Advisors's Bank of America position peaked at $910K in Q3 2018.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.