Archford Capital Strategies’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$495K Buy
8,688
+970
+13% +$51.6K 0.05% 245
2026
Q1
$376K Sell
7,718
-381
-5% -$19.7K 0.04% 259
2025
Q4
$445K Buy
8,099
+130
+2% +$6.87K 0.05% 242
2025
Q3
$411K Buy
7,969
+389
+5% +$19K 0.05% 243
2025
Q2
$359K Buy
7,580
+1,134
+18% +$47.7K 0.05% 251
2025
Q1
$269K Sell
6,446
-1,714
-21% -$76.4K 0.04% 259
2024
Q4
$359K Buy
8,160
+52
+0.6% +$2.29K 0.05% 213
2024
Q3
$340K Buy
8,108
+1,300
+19% +$52.1K 0.05% 207
2024
Q2
$271K Buy
+6,808
New +$261K 0.04% 226
2019
Q3
Sell
-5,510
Closed -$160K 243
2019
Q2
$160K Hold
5,510
0.06% 216
2019
Q1
$152K Buy
5,510
+1,614
+41% +$45.6K 0.06% 221
2018
Q4
$96K Sell
3,896
-1,000
-20% -$27.1K 0.04% 229
2018
Q3
$144K Sell
4,896
-1,838
-27% -$56K 0.05% 222
2018
Q2
$190K Buy
6,734
+450
+7% +$13.4K 0.07% 209
2018
Q1
$186K Buy
+6,284
New +$197K 0.08% 114
2017
Q2
Sell
-5,284
Closed -$125K 235
2017
Q1
$125K Buy
+5,284
New +$125K 0.05% 220
2016
Q4
Sell
-2,356
Closed -$36K 647
2016
Q3
$36K Sell
2,356
-424
-15% -$6.31K 0.01% 285
2016
Q2
$37K Buy
+2,780
New +$39.1K 0.02% 276
2016
Q1
Sell
-3,961
Closed -$67K 216
2015
Q4
$67K Buy
3,961
+4
+0.1% +$68 0.03% 237
2015
Q3
$62K Buy
3,957
+630
+19% +$10.6K 0.05% 177
2015
Q2
$57K Buy
3,327
+3
+0.1% +$49 0.04% 185
2015
Q1
$51.2K Sell
3,324
-142
-4% -$2.28K 0.04% 206
2014
Q4
$62K Buy
3,466
+149
+4% +$2.55K 0.05% 188
2014
Q3
$57K Sell
3,317
-20
-0.6% -$318 0.05% 199
2014
Q2
$51.3K Sell
3,337
-350
-9% -$5.44K 0.04% 215
2014
Q1
$63.4K Buy
+3,687
New +$62K 0.05% 195

Other funds holding BAC

Archford Capital Strategies's BAC Position: Q2 2026 in Review

Archford Capital Strategies increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $51.6K and bringing the position to 8,688 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #245.

Archford Capital Strategies first reported a position in BAC in Q1 2014 and has held it in 26 quarters since. 621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Archford Capital Strategies held 8,688 shares of Bank of America worth $495K as of Q2 2026.
  • Archford Capital Strategies bought 970 Bank of America shares in Q2 2026, an estimated $51.6K.
  • Bank of America made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #245 holding.
  • Archford Capital Strategies first reported a position in Bank of America in Q1 2014 and has held it in 26 quarters since.
  • 621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.