ALA
BAC icon

Atlas Legacy Advisors’s Bank of America BAC Stock Holding History

Atlas Legacy 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 		$669K Buy
11,981
+3,560
+42% +$189K 0.1% 121
2026
Q1 		$411K Sell
8,421
-1,805
-18% -$93.1K 0.07% 140
2025
Q4 		$554K Buy
10,226
+1,333
+15% +$70.5K 0.1% 129
2025
Q3 		$459K Buy
8,893
+3,067
+53% +$150K 0.09% 131
2025
Q2 		$276K Buy
5,826
+699
+14% +$29.4K 0.06% 153
2025
Q1 		$214K Buy
5,127
+119
+2% +$5.3K 0.05% 167
2024
Q4 		$220K Buy
+5,008
New +$220K 0.05% 166

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

Atlas Legacy Advisors's BAC Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Bank of America (BAC) stake by 42% in Q2 2026, buying an estimated $189K and bringing the position to 11,981 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #121.

Atlas Legacy Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Atlas Legacy Advisors held 11,981 shares of Bank of America worth $669K as of Q2 2026.
  • Atlas Legacy Advisors bought 3,560 Bank of America shares in Q2 2026, an estimated $189K.
  • Bank of America made up 0.1% of Atlas Legacy Advisors's portfolio in Q2 2026, its #121 holding.
  • Atlas Legacy Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.