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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
2021
Q4 		– Sell
-900,000
Closed -$38.2M – 561
2021
Q3 		$38.2M Buy
+900,000
New +$36.3M 0.99% 27
2021
Q1 		– Sell
-600,000
Closed -$18.2M – 518
2020
Q4 		$18.2M Buy
+600,000
New +$16.1M 0.83% 31
2020
Q3 		– Sell
-910,000
Closed -$21.6M – 468
2020
Q2 		$21.6M Buy
+910,000
New +$21.5M 1.36% 20

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

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

Aptus Capital Advisors increased its Bank of America (BAC) stake by 1.3% in Q2 2026, buying an estimated $144K and bringing the position to 207,329 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #203.

Aptus Capital Advisors first reported a position in BAC in Q1 2019 and has held it in 30 quarters since. The position peaked at $33.6M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aptus Capital Advisors held 207,329 shares of Bank of America worth $11.8M as of Q2 2026.
  • Aptus Capital Advisors bought 2,701 Bank of America shares in Q2 2026, an estimated $144K.
  • Bank of America made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #203 holding.
  • Aptus Capital Advisors first reported a position in Bank of America in Q1 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Bank of America position peaked at $33.6M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.