Beacon Investment Advisory Services’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 | $8.82M | Sell |
154,719
-2,524
| -2% | -$134K | 0.33% | 65 |
|
|
2026
Q1 | $7.67M | Buy |
157,243
+19,046
| +14% | +$983K | 0.31% | 76 |
|
|
2025
Q4 | $7.6M | Buy |
138,197
+124,910
| +940% | +$6.6M | 0.31% | 75 |
|
|
2025
Q3 | $685K | Sell |
13,287
-275
| -2% | -$13.4K | 0.03% | 156 |
|
|
2025
Q2 | $642K | Sell |
13,562
-2,454
| -15% | -$103K | 0.03% | 155 |
|
|
2025
Q1 | $668K | Sell |
16,016
-1,030
| -6% | -$45.9K | 0.03% | 150 |
|
|
2024
Q4 | $749K | Sell |
17,046
-3,817
| -18% | -$168K | 0.03% | 147 |
|
|
2024
Q3 | $828K | Buy |
20,863
+231
| +1% | +$9.26K | 0.03% | 149 |
|
|
2024
Q2 | $821K | Sell |
20,632
-1,882
| -8% | -$72.1K | 0.04% | 148 |
|
|
2024
Q1 | $854K | Sell |
22,514
-4,671
| -17% | -$160K | 0.04% | 145 |
|
|
2023
Q4 | $915K | Sell |
27,185
-1,237
| -4% | -$36K | 0.04% | 146 |
|
|
2023
Q3 | $778K | Sell |
28,422
-159
| -0.6% | -$4.7K | 0.04% | 161 |
|
|
2023
Q2 | $820K | Sell |
28,581
-1,576
| -5% | -$45K | 0.04% | 163 |
|
|
2023
Q1 | $862K | Sell |
30,157
-39
| -0.1% | -$1.29K | 0.04% | 154 |
|
|
2022
Q4 | $1M | Buy |
30,196
+1,816
| +6% | +$62.6K | 0.05% | 152 |
|
|
2022
Q3 | $857K | Buy |
28,380
+3,102
| +12% | +$104K | 0.05% | 153 |
|
|
2022
Q2 | $787K | Sell |
25,278
-2,358
| -9% | -$84.9K | 0.04% | 166 |
|
|
2022
Q1 | $1.14M | Buy |
27,636
+1,665
| +6% | +$75.1K | 0.05% | 151 |
|
|
2021
Q4 | $1.16M | Buy |
25,971
+1,730
| +7% | +$78.8K | 0.04% | 157 |
|
|
2021
Q3 | $1.03M | Sell |
24,241
-560
| -2% | -$22.6K | 0.04% | 165 |
|
|
2021
Q2 | $1.02M | Sell |
24,801
-4,659
| -16% | -$191K | 0.04% | 167 |
|
|
2021
Q1 | $1.14M | Buy |
29,460
+3,826
| +15% | +$132K | 0.05% | 155 |
|
|
2020
Q4 | $777K | Sell |
25,634
-3,243
| -11% | -$86.9K | 0.04% | 159 |
|
|
2020
Q3 | $696K | Sell |
28,877
-883
| -3% | -$22K | 0.04% | 158 |
|
|
2020
Q2 | $707K | Sell |
29,760
-1,137
| -4% | -$26.9K | 0.04% | 152 |
|
|
2020
Q1 | $656K | Sell |
30,897
-8,492
| -22% | -$255K | 0.05% | 151 |
|
|
2019
Q4 | $1.39M | Buy |
39,389
+8,229
| +26% | +$266K | 0.07% | 132 |
|
|
2019
Q3 | $909K | Buy |
31,160
+4,632
| +17% | +$133K | 0.09% | 118 |
|
|
2019
Q2 | $769K | Buy |
26,528
+8,432
| +47% | +$243K | 0.08% | 119 |
|
|
2019
Q1 | $499K | Sell |
18,096
-8,317
| -31% | -$235K | 0.05% | 141 |
|
|
2018
Q4 | $651K | Buy |
26,413
+5,703
| +28% | +$155K | 0.07% | 139 |
|
|
2018
Q3 | $610K | Buy |
20,710
+863
| +4% | +$26.3K | 0.06% | 138 |
|
|
2018
Q2 | $559K | Sell |
19,847
-509
| -3% | -$15.2K | 0.06% | 147 |
|
|
2018
Q1 | $610K | Buy |
20,356
+5,726
| +39% | +$180K | 0.06% | 139 |
|
|
2017
Q4 | $432K | Buy |
14,630
+2,698
| +23% | +$74.4K | 0.05% | 161 |
|
|
2017
Q3 | $302K | Buy |
+11,932
| New | +$290K | 0.03% | 230 |
|
Other funds holding BAC
Beacon Investment Advisory Services's BAC Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its Bank of America (BAC) stake by 1.6% in Q2 2026, selling an estimated $134K and leaving 154,719 shares worth $8.82M. The position accounts for 0.33% of the portfolio, ranked #65.
Beacon Investment Advisory Services first reported a position in BAC in Q3 2017 and has held it in 36 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Beacon Investment Advisory Services held 154,719 shares of Bank of America worth $8.82M as of Q2 2026.
- Beacon Investment Advisory Services sold 2,524 Bank of America shares in Q2 2026, an estimated $134K.
- Bank of America made up 0.33% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #65 holding.
- Beacon Investment Advisory Services first reported a position in Bank of America in Q3 2017 and has held it in 36 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.