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

Aptus 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
Q1 		$9.98M Sell
204,628
-15,103
-7% -$779K 0.08% 217
2025
Q4 		$12.1M Sell
219,731
-7,877
-3% -$416K 0.09% 191
2025
Q3 		$11.7M Sell
227,608
-482,789
-68% -$23.6M 0.09% 190
2025
Q2 		$33.6M Buy
710,397
+3,834
+0.5% +$161K 0.27% 75
2025
Q1 		$29.5M Buy
706,563
+56,788
+9% +$2.53M 0.3% 71
2024
Q4 		$28.6M Buy
649,775
+177,293
+38% +$7.8M 0.3% 74
2024
Q3 		$18.7M Buy
472,482
+70,107
+17% +$2.81M 0.28% 84
2024
Q2 		$16M Buy
402,375
+74,498
+23% +$2.86M 0.28% 80
2024
Q1 		$12.4M Buy
327,877
+48,996
+18% +$1.68M 0.23% 89
2023
Q4 		$9.39M Sell
278,881
-843
-0.3% -$24.5K 0.26% 85
2023
Q3 		$7.66M Buy
279,724
+335
+0.1% +$9.91K 0.21% 98
2023
Q2 		$8.02M Sell
279,389
-86,915
-24% -$2.48M 0.19% 102
2023
Q1 		$10.5M Sell
366,304
-1,502
-0.4% -$49.6K 0.28% 75
2022
Q4 		$12.2M Sell
367,806
-11,056
-3% -$381K 0.37% 57
2022
Q3 		$11.4M Buy
378,862
+65,917
+21% +$2.2M 0.28% 53
2022
Q2 		$9.74M Buy
312,945
+49,370
+19% +$1.78M 0.25% 58
2022
Q1 		$10.9M Buy
263,575
+48,572
+23% +$2.19M 0.27% 54
2021
Q4 		$9.56M Buy
215,003
+25,923
+14% +$1.18M 0.29% 53
2021
Q3 		$8.03M Buy
189,080
+28,172
+18% +$1.13M 0.21% 60
2021
Q2 		$6.63M Buy
160,908
+24,932
+18% +$1.02M 0.19% 63
2021
Q1 		$5.26M Buy
135,976
+11,202
+9% +$387K 0.19% 65
2020
Q4 		$3.78M Buy
124,774
+17,334
+16% +$465K 0.17% 78
2020
Q3 		$2.59M Buy
107,440
+42,792
+66% +$1.07M 0.14% 97
2020
Q2 		$1.53M Buy
64,648
+49,448
+325% +$1.17M 0.1% 114
2020
Q1 		$322K Buy
15,200
+1,579
+12% +$47.3K 0.03% 223
2019
Q4 		$479K Buy
13,621
+142
+1% +$4.59K 0.03% 273
2019
Q3 		$393K Buy
13,479
+470
+4% +$13.5K 0.02% 295
2019
Q2 		$377K Buy
13,009
+250
+2% +$7.21K 0.05% 269
2019
Q1 		$352K Buy
+12,759
New +$361K 0.06% 244

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors's BAC Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Bank of America (BAC) stake by 6.9% in Q1 2026, selling an estimated $779K and leaving 204,628 shares worth $9.98M. The position accounts for 0.08% of the portfolio, ranked #217.

Aptus Capital Advisors first reported a position in BAC in Q1 2019 and has held it in 29 quarters since. The position peaked at $33.6M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Aptus Capital Advisors held 204,628 shares of Bank of America worth $9.98M as of Q1 2026.
  • Aptus Capital Advisors sold 15,103 Bank of America shares in Q1 2026, an estimated $779K.
  • Bank of America made up 0.08% of Aptus Capital Advisors's portfolio in Q1 2026, its #217 holding.
  • Aptus Capital Advisors first reported a position in Bank of America in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Bank of America position peaked at $33.6M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.