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

Bell 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 		$122K Buy
2,139
+242
+13% +$12.9K 0.02% 165
2026
Q1 		$92.5K Sell
1,897
-532
-22% -$27.5K 0.01% 178
2025
Q4 		$134K Buy
2,429
+520
+27% +$27.5K 0.02% 149
2025
Q3 		$98.5K Sell
1,909
-49
-3% -$2.39K 0.02% 164
2025
Q2 		$92.7K Buy
1,958
+461
+31% +$19.4K 0.02% 167
2025
Q1 		$62.5K Buy
1,497
+66
+5% +$2.94K 0.01% 192
2024
Q4 		$62.9K Sell
1,431
-77
-5% -$3.39K 0.01% 192
2024
Q3 		$59.8K Buy
1,508
+26
+2% +$1.04K 0.01% 204
2024
Q2 		$58.9K Hold
1,482
– – 0.01% 191
2024
Q1 		$56.2K Buy
1,482
+217
+17% +$7.45K 0.01% 193
2023
Q4 		$42.6K Sell
1,265
-131
-9% -$3.81K 0.01% 215
2023
Q3 		$38.2K Buy
1,396
+48
+4% +$1.42K 0.01% 205
2023
Q2 		$38.7K Sell
1,348
-445
-25% -$12.7K 0.01% 197
2023
Q1 		$51.3K Sell
1,793
-165
-8% -$5.45K 0.01% 158
2022
Q4 		$64.8K Sell
1,958
-288
-13% -$9.92K 0.02% 136
2022
Q3 		$68K Buy
2,246
+1,284
+133% +$42.9K 0.02% 104
2022
Q2 		$30K Buy
+962
New +$34.6K 0.01% 194
2021
Q4 		$68K Buy
1,518
+316
+26% +$14.4K 0.02% 128
2021
Q3 		$51K Buy
+1,202
New +$48.4K 0.02% 140

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

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

Bell Investment Advisors increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,139 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #165.

Bell Investment Advisors first reported a position in BAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $134K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Bell Investment Advisors held 2,139 shares of Bank of America worth $122K as of Q2 2026.
  • Bell Investment Advisors bought 242 Bank of America shares in Q2 2026, an estimated $12.9K.
  • Bank of America made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • Bell Investment Advisors first reported a position in Bank of America in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Bank of America position peaked at $134K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.