Brooks Moore & Associates’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 | $2.27M | Buy |
39,897
+5,324
| +15% | +$283K | 1.02% | 31 |
|
|
2026
Q1 | $1.69M | Sell |
34,573
-5,174
| -13% | -$267K | 0.85% | 37 |
|
|
2025
Q4 | $2.19M | Buy |
39,747
+600
| +2% | +$31.7K | 1.07% | 33 |
|
|
2025
Q3 | $2.02M | Sell |
39,147
-775
| -2% | -$37.8K | 1.02% | 33 |
|
|
2025
Q2 | $1.89M | Sell |
39,922
-300
| -0.7% | -$12.6K | 1.02% | 32 |
|
|
2025
Q1 | $1.68M | Sell |
40,222
-400
| -1% | -$17.8K | 0.95% | 35 |
|
|
2024
Q4 | $1.79M | Buy |
40,622
+500
| +1% | +$22K | 1.06% | 33 |
|
|
2024
Q3 | $1.59M | Sell |
40,122
-300
| -0.7% | -$12K | 0.94% | 34 |
|
|
2024
Q2 | $1.61M | Hold |
40,422
| – | – | 1.03% | 31 |
|
|
2024
Q1 | $1.53M | Sell |
40,422
-1,584
| -4% | -$54.4K | 0.98% | 34 |
|
|
2023
Q4 | $1.41M | Sell |
42,006
-77
| -0.2% | -$2.24K | 0.97% | 35 |
|
|
2023
Q3 | $1.15M | Sell |
42,083
-5,964
| -12% | -$176K | 0.87% | 35 |
|
|
2023
Q2 | $1.38M | Sell |
48,047
-2,155
| -4% | -$61.5K | 0.97% | 36 |
|
|
2023
Q1 | $1.44M | Sell |
50,202
-3,584
| -7% | -$118K | 1.03% | 34 |
|
|
2022
Q4 | $1.78M | Sell |
53,786
-12,885
| -19% | -$444K | 1.3% | 31 |
|
|
2022
Q3 | $2.01M | Sell |
66,671
-430
| -0.6% | -$14.4K | 1.63% | 28 |
|
|
2022
Q2 | $2.09M | Buy |
67,101
+31,370
| +88% | +$1.13M | 1.51% | 27 |
|
|
2022
Q1 | $1.47M | Sell |
35,731
-250
| -0.7% | -$11.3K | 0.9% | 41 |
|
|
2021
Q4 | $1.6M | Hold |
35,981
| – | – | 0.94% | 39 |
|
|
2021
Q3 | $1.53M | Buy |
35,981
+525
| +1% | +$21.1K | 1% | 38 |
|
|
2021
Q2 | $1.46M | Buy |
35,456
+600
| +2% | +$24.6K | 0.93% | 39 |
|
|
2021
Q1 | $1.35M | Buy |
34,856
+775
| +2% | +$26.7K | 0.91% | 41 |
|
|
2020
Q4 | $1.03M | Buy |
34,081
+100
| +0.3% | +$2.68K | 0.8% | 43 |
|
|
2020
Q3 | $819K | Buy |
33,981
+768
| +2% | +$19.1K | 0.71% | 46 |
|
|
2020
Q2 | $789K | Buy |
33,213
+3,050
| +10% | +$72.1K | 0.74% | 43 |
|
|
2020
Q1 | $640K | Buy |
30,163
+1,725
| +6% | +$51.7K | 0.68% | 48 |
|
|
2019
Q4 | $1M | Buy |
28,438
+100
| +0.4% | +$3.23K | 0.79% | 45 |
|
|
2019
Q3 | $827K | Buy |
28,338
+600
| +2% | +$17.3K | 0.7% | 51 |
|
|
2019
Q2 | $804K | Buy |
27,738
+9,932
| +56% | +$286K | 0.69% | 56 |
|
|
2019
Q1 | $491K | Buy |
+17,806
| New | +$503K | 0.45% | 66 |
|
Other funds holding BAC
Brooks Moore & Associates's BAC Position: Q2 2026 in Review
Brooks Moore & Associates increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $283K and bringing the position to 39,897 shares worth $2.27M. The position accounts for 1.02% of the portfolio, ranked #31.
Brooks Moore & Associates first reported a position in BAC in Q1 2019 and has held it in 30 quarters since. 3,634 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Brooks Moore & Associates held 39,897 shares of Bank of America worth $2.27M as of Q2 2026.
- Brooks Moore & Associates bought 5,324 Bank of America shares in Q2 2026, an estimated $283K.
- Bank of America made up 1.02% of Brooks Moore & Associates's portfolio in Q2 2026, its #31 holding.
- Brooks Moore & Associates first reported a position in Bank of America in Q1 2019 and has held it in 30 quarters since.
- 3,634 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.