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Barry Investment Advisors’s Bank of America BAC Stock Holding History

Barry Investment 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 		$236K Sell
4,135
-138
-3% -$7.34K 0.05% 90
2026
Q1 		$208K Sell
4,273
-1,274
-23% -$65.7K 0.05% 92
2025
Q4 		$305K Sell
5,547
-2,139
-28% -$113K 0.07% 73
2025
Q3 		$397K Buy
7,686
+2,242
+41% +$109K 0.09% 77
2025
Q2 		$258K Sell
5,444
-3,601
-40% -$151K 0.06% 88
2025
Q1 		$377K Sell
9,045
-3,422
-27% -$152K 0.1% 77
2024
Q4 		$548K Sell
12,467
-2,352
-16% -$103K 0.18% 65
2024
Q3 		$588K Sell
14,819
-534
-3% -$21.4K 0.18% 63
2024
Q2 		$611K Sell
15,353
-344
-2% -$13.2K 0.21% 64
2024
Q1 		$599K Buy
15,697
+1,633
+12% +$56.1K 0.2% 62
2023
Q4 		$474K Buy
14,064
+3,515
+33% +$102K 0.16% 65
2023
Q3 		$289K Sell
10,549
-1,941
-16% -$57.4K 0.1% 88
2023
Q2 		$358K Sell
12,490
-3,409
-21% -$97.3K 0.12% 86
2023
Q1 		$455K Buy
15,899
+1,485
+10% +$49K 0.15% 78
2022
Q4 		$477K Buy
14,414
+54
+0.4% +$1.86K 0.15% 76
2022
Q3 		$434K Buy
14,360
+21
+0.1% +$702 0.15% 74
2022
Q2 		$446K Buy
14,339
+186
+1% +$6.7K 0.13% 84
2022
Q1 		$583K Buy
14,153
+82
+0.6% +$3.7K 0.15% 75
2021
Q4 		$626K Sell
14,071
-1,737
-11% -$79.1K 0.16% 68
2021
Q3 		$671K Buy
15,808
+86
+0.5% +$3.46K 0.19% 59
2021
Q2 		$648K Sell
15,722
-466
-3% -$19.1K 0.17% 64
2021
Q1 		$626K Buy
16,188
+102
+0.6% +$3.52K 0.17% 61
2020
Q4 		$488K Sell
16,086
-335
-2% -$8.98K 0.14% 64
2020
Q3 		$396K Buy
16,421
+55
+0.3% +$1.37K 0.14% 55
2020
Q2 		$389K Sell
16,366
-465
-3% -$11K 0.14% 52
2020
Q1 		$357K Sell
16,831
-7,465
-31% -$224K 0.18% 50
2019
Q4 		$852K Buy
24,296
+251
+1% +$8.11K 0.3% 37
2019
Q3 		$701K Buy
24,045
+38
+0.2% +$1.09K 0.25% 37
2019
Q2 		$696K Buy
24,007
+33
+0.1% +$952 0.24% 39
2019
Q1 		$661K Buy
23,974
+33
+0.1% +$933 0.21% 42
2018
Q4 		$590K Sell
23,941
-6,632
-22% -$180K 0.22% 44
2018
Q3 		$901K Buy
30,573
+30
+0.1% +$914 0.3% 37
2018
Q2 		$861K Buy
30,543
+4,900
+19% +$146K 0.33% 36
2018
Q1 		$769K Buy
25,643
+5
+0% +$157 0.29% 38
2017
Q4 		$757K Sell
25,638
-897
-3% -$24.7K 0.28% 38
2017
Q3 		$672K Buy
26,535
+5
+0% +$121 0.25% 41
2017
Q2 		$644K Buy
26,530
+6
+0% +$140 0.24% 43
2017
Q1 		$626K Buy
26,524
+9
+0% +$214 0.23% 40
2016
Q4 		$586K Buy
26,515
+6
+0% +$116 0.21% 45
2016
Q3 		$415K Buy
26,509
+9
+0% +$134 0.14% 53
2016
Q2 		$352K Buy
26,500
+6
+0% +$84 0.14% 53
2016
Q1 		$358K Buy
26,494
+7
+0% +$94 0.11% 56
2015
Q4 		$446K Buy
26,487
+5
+0% +$85 0.15% 55
2015
Q3 		$413K Buy
26,482
+6
+0% +$101 0.13% 55
2015
Q2 		$451K Buy
26,476
+5
+0% +$82 0.45% 27
2015
Q1 		$407K Sell
26,471
-2,204
-8% -$35.4K 0.12% 59
2014
Q4 		$513K Buy
+28,675
New +$491K 0.17% 52

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

Barry Investment Advisors's BAC Position: Q2 2026 in Review

Barry Investment Advisors reduced its Bank of America (BAC) stake by 3.2% in Q2 2026, selling an estimated $7.34K and leaving 4,135 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #90.

Barry Investment Advisors first reported a position in BAC in Q4 2014 and has held it in 47 quarters since. The position peaked at $901K in Q3 2018. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Barry Investment Advisors held 4,135 shares of Bank of America worth $236K as of Q2 2026.
  • Barry Investment Advisors sold 138 Bank of America shares in Q2 2026, an estimated $7.34K.
  • Bank of America made up 0.05% of Barry Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Barry Investment Advisors first reported a position in Bank of America in Q4 2014 and has held it in 47 quarters since.
  • Barry Investment Advisors's Bank of America position peaked at $901K in Q3 2018.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.