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Cache Advisors’s Bank of America BAC Stock Holding History

Cache 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 		$481K Hold
8,436
– – 0.04% 106
2026
Q1 		$411K Hold
8,436
– – 0.05% 90
2025
Q4 		$464K Buy
8,436
+5,336
+172% +$282K 0.06% 84
2025
Q3 		$669K Sell
3,100
-4,936
-61% -$241K 0.12% 60
2025
Q2 		$380K Hold
8,036
– – 0.1% 74
2025
Q1 		$335K Hold
8,036
– – 0.13% 66
2024
Q4 		$353K Buy
+8,036
New +$354K 0.15% 60

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cache Advisors's BAC Position: Q2 2026 in Review

Cache Advisors held its Bank of America (BAC) position steady in Q2 2026 at 8,436 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #106.

Cache Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q3 2025. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cache Advisors held 8,436 shares of Bank of America worth $481K as of Q2 2026.
  • Cache Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.04% of Cache Advisors's portfolio in Q2 2026, its #106 holding.
  • Cache Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Cache Advisors's Bank of America position peaked at $669K in Q3 2025.
  • 934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.