Bragg Financial Advisors’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 | $3.51M | Buy |
61,659
+764
| +1% | +$40.6K | 0.09% | 167 |
|
|
2026
Q1 | $2.97M | Buy |
60,895
+1,606
| +3% | +$82.9K | 0.09% | 165 |
|
|
2025
Q4 | $3.26M | Buy |
59,289
+779
| +1% | +$41.2K | 0.11% | 158 |
|
|
2025
Q3 | $3.02M | Sell |
58,510
-92
| -0.2% | -$4.49K | 0.1% | 160 |
|
|
2025
Q2 | $2.77M | Buy |
58,602
+4,604
| +9% | +$194K | 0.1% | 163 |
|
|
2025
Q1 | $2.25M | Buy |
53,998
+6,510
| +14% | +$290K | 0.09% | 164 |
|
|
2024
Q4 | $2.09M | Buy |
47,488
+2,609
| +6% | +$115K | 0.08% | 171 |
|
|
2024
Q3 | $1.78M | Buy |
44,879
+7,352
| +20% | +$295K | 0.07% | 181 |
|
|
2024
Q2 | $1.49M | Buy |
37,527
+1,666
| +5% | +$63.8K | 0.07% | 188 |
|
|
2024
Q1 | $1.36M | Sell |
35,861
-4,800
| -12% | -$165K | 0.06% | 189 |
|
|
2023
Q4 | $1.37M | Sell |
40,661
-4,101
| -9% | -$119K | 0.07% | 184 |
|
|
2023
Q3 | $1.23M | Sell |
44,762
-715
| -2% | -$21.2K | 0.06% | 188 |
|
|
2023
Q2 | $1.3M | Buy |
45,477
+5,218
| +13% | +$149K | 0.07% | 184 |
|
|
2023
Q1 | $1.15M | Sell |
40,259
-2,908
| -7% | -$96K | 0.07% | 188 |
|
|
2022
Q4 | $1.43M | Buy |
43,167
+1,244
| +3% | +$42.8K | 0.09% | 172 |
|
|
2022
Q3 | $1.27M | Buy |
41,923
+6,781
| +19% | +$227K | 0.09% | 170 |
|
|
2022
Q2 | $1.09M | Buy |
35,142
+5,861
| +20% | +$211K | 0.07% | 180 |
|
|
2022
Q1 | $1.21M | Sell |
29,281
-162
| -0.6% | -$7.31K | 0.07% | 183 |
|
|
2021
Q4 | $1.25M | Hold |
29,443
| – | – | 0.08% | 173 |
|
|
2021
Q3 | $1.25M | Sell |
29,443
-1,132
| -4% | -$45.6K | 0.08% | 173 |
|
|
2021
Q2 | $1.26M | Buy |
30,575
+4,646
| +18% | +$190K | 0.08% | 174 |
|
|
2021
Q1 | $1M | Buy |
25,929
+1,544
| +6% | +$53.3K | 0.07% | 181 |
|
|
2020
Q4 | $739K | Buy |
24,385
+364
| +2% | +$9.76K | 0.06% | 180 |
|
|
2020
Q3 | $579K | Buy |
24,021
+1,450
| +6% | +$36.1K | 0.06% | 183 |
|
|
2020
Q2 | $536K | Sell |
22,571
-400
| -2% | -$9.45K | 0.06% | 182 |
|
|
2020
Q1 | $488K | Sell |
22,971
-2,131
| -8% | -$63.9K | 0.07% | 178 |
|
|
2019
Q4 | $884K | Sell |
25,102
-844
| -3% | -$27.3K | 0.1% | 168 |
|
|
2019
Q3 | $757K | Sell |
25,946
-1,069
| -4% | -$30.7K | 0.09% | 169 |
|
|
2019
Q2 | $783K | Buy |
27,015
+482
| +2% | +$13.9K | 0.1% | 169 |
|
|
2019
Q1 | $732K | Sell |
26,533
-1,205
| -4% | -$34.1K | 0.1% | 169 |
|
|
2018
Q4 | $683K | Sell |
27,738
-2,657
| -9% | -$72.1K | 0.1% | 167 |
|
|
2018
Q3 | $895K | Sell |
30,395
-647
| -2% | -$19.7K | 0.12% | 162 |
|
|
2018
Q2 | $875K | Buy |
31,042
+584
| +2% | +$17.4K | 0.12% | 162 |
|
|
2018
Q1 | $913K | Sell |
30,458
-1,598
| -5% | -$50.2K | 0.13% | 162 |
|
|
2017
Q4 | $946K | Sell |
32,056
-2,915
| -8% | -$80.4K | 0.14% | 164 |
|
|
2017
Q3 | $886K | Sell |
34,971
-7,092
| -17% | -$172K | 0.14% | 165 |
|
|
2017
Q2 | $1.02M | Buy |
42,063
+3,582
| +9% | +$83.5K | 0.16% | 160 |
|
|
2017
Q1 | $908K | Buy |
38,481
+1,190
| +3% | +$28.2K | 0.15% | 169 |
|
|
2016
Q4 | $824K | Buy |
37,291
+2,430
| +7% | +$46.8K | 0.14% | 174 |
|
|
2016
Q3 | $546K | Sell |
34,861
-900
| -3% | -$13.4K | 0.1% | 196 |
|
|
2016
Q2 | $475K | Sell |
35,761
-5,658
| -14% | -$79.5K | 0.09% | 202 |
|
|
2016
Q1 | $560K | Buy |
41,419
+2,469
| +6% | +$33.3K | 0.11% | 189 |
|
|
2015
Q4 | $656K | Sell |
38,950
-1,647
| -4% | -$27.9K | 0.14% | 169 |
|
|
2015
Q3 | $633K | Buy |
40,597
+41
| +0.1% | +$690 | 0.15% | 161 |
|
|
2015
Q2 | $690K | Buy |
40,556
+519
| +1% | +$8.55K | 0.16% | 164 |
|
|
2015
Q1 | $616K | Buy |
40,037
+564
| +1% | +$9.06K | 0.14% | 168 |
|
|
2014
Q4 | $706K | Hold |
39,473
| – | – | 0.17% | 157 |
|
|
2014
Q3 | $673K | Hold |
39,473
| – | – | 0.17% | 157 |
|
|
2014
Q2 | $607K | Sell |
39,473
-2,587
| -6% | -$40.2K | 0.15% | 171 |
|
|
2014
Q1 | $723K | Buy |
42,060
+500
| +1% | +$8.41K | 0.18% | 158 |
|
|
2013
Q4 | $647K | Buy |
+41,560
| New | +$617K | 0.16% | 163 |
|
Other funds holding BAC
Bragg Financial Advisors's BAC Position: Q2 2026 in Review
Bragg Financial Advisors increased its Bank of America (BAC) stake by 1.3% in Q2 2026, buying an estimated $40.6K and bringing the position to 61,659 shares worth $3.51M. The position accounts for 0.09% of the portfolio, ranked #167.
Bragg Financial Advisors first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Bragg Financial Advisors held 61,659 shares of Bank of America worth $3.51M as of Q2 2026.
- Bragg Financial Advisors bought 764 Bank of America shares in Q2 2026, an estimated $40.6K.
- Bank of America made up 0.09% of Bragg Financial Advisors's portfolio in Q2 2026, its #167 holding.
- Bragg Financial Advisors first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.