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Apella Capital’s Bank of America BAC Stock Holding History

Apella Capital’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 		$2.87M Sell
47,979
-277
-0.6% -$14.7K 0.04% 228
2026
Q1 		$2.6M Buy
48,256
+29,974
+164% +$1.55M 0.04% 229
2025
Q4 		$1.01M Buy
18,282
+1,930
+12% +$102K 0.02% 278
2025
Q3 		$825K Buy
16,352
+3,344
+26% +$163K 0.02% 272
2025
Q2 		$633K Buy
13,008
+536
+4% +$22.6K 0.02% 268
2025
Q1 		$463K Buy
12,472
+1,139
+10% +$50.8K 0.02% 260
2024
Q4 		$498K Buy
11,333
+463
+4% +$20.4K 0.02% 236
2024
Q3 		$426K Sell
10,870
-392
-3% -$15.7K 0.02% 231
2024
Q2 		$466K Buy
11,262
+1,928
+21% +$73.9K 0.02% 213
2024
Q1 		$352K Buy
9,334
+98
+1% +$3.36K 0.02% 227
2023
Q4 		$312K Sell
9,236
-991
-10% -$28.9K 0.02% 235
2023
Q3 		$280K Buy
10,227
+273
+3% +$8.08K 0.02% 225
2023
Q2 		$286K Buy
+9,954
New +$284K 0.02% 218
2022
Q4 		$320K Buy
9,658
+776
+9% +$26.7K 0.03% 187
2022
Q3 		$268K Buy
8,882
+3
+0% +$100 0.03% 183
2022
Q2 		$276K Buy
8,879
+941
+12% +$33.9K 0.03% 184
2022
Q1 		$327K Buy
7,938
+2,383
+43% +$108K 0.05% 160
2021
Q4 		$247K Sell
5,555
-91
-2% -$4.15K 0.03% 178
2021
Q3 		$240K Sell
5,646
-817
-13% -$32.9K 0.03% 184
2021
Q2 		$266K Buy
+6,463
New +$265K 0.04% 180

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Apella Capital's BAC Position: Q2 2026 in Review

Apella Capital reduced its Bank of America (BAC) stake by 0.57% in Q2 2026, selling an estimated $14.7K and leaving 47,979 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #228.

Apella Capital first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Apella Capital held 47,979 shares of Bank of America worth $2.87M as of Q2 2026.
  • Apella Capital sold 277 Bank of America shares in Q2 2026, an estimated $14.7K.
  • Bank of America made up 0.04% of Apella Capital's portfolio in Q2 2026, its #228 holding.
  • Apella Capital first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
  • 840 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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