Cahill 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
Q1 | $514K | Buy |
10,534
+3
| +0% | +$155 | 0.06% | 175 |
|
|
2025
Q4 | $579K | Sell |
10,531
-167
| -2% | -$8.83K | 0.06% | 160 |
|
|
2025
Q3 | $552K | Sell |
10,698
-348
| -3% | -$17K | 0.06% | 167 |
|
|
2025
Q2 | $523K | Buy |
11,046
+3
| +0% | +$126 | 0.06% | 164 |
|
|
2025
Q1 | $461K | Buy |
11,043
+4
| +0% | +$178 | 0.06% | 173 |
|
|
2024
Q4 | $485K | Sell |
11,039
-1,192
| -10% | -$52.4K | 0.07% | 166 |
|
|
2024
Q3 | $485K | Buy |
12,231
+249
| +2% | +$9.98K | 0.07% | 170 |
|
|
2024
Q2 | $477K | Buy |
11,982
+322
| +3% | +$12.3K | 0.07% | 178 |
|
|
2024
Q1 | $442K | Buy |
11,660
+310
| +3% | +$10.6K | 0.06% | 182 |
|
|
2023
Q4 | $382K | Buy |
11,350
+36
| +0.3% | +$1.05K | 0.06% | 183 |
|
|
2023
Q3 | $310K | Sell |
11,314
-10,117
| -47% | -$299K | 0.05% | 189 |
|
|
2023
Q2 | $615K | Buy |
21,431
+10,129
| +90% | +$289K | 0.1% | 148 |
|
|
2023
Q1 | $323K | Sell |
11,302
-116
| -1% | -$3.83K | 0.06% | 185 |
|
|
2022
Q4 | $378K | Sell |
11,418
-27
| -0.2% | -$930 | 0.07% | 169 |
|
|
2022
Q3 | $346K | Sell |
11,445
-11
| -0.1% | -$368 | 0.07% | 174 |
|
|
2022
Q2 | $357K | Buy |
11,456
+72
| +0.6% | +$2.59K | 0.08% | 171 |
|
|
2022
Q1 | $469K | Sell |
11,384
-889
| -7% | -$40.1K | 0.09% | 161 |
|
|
2021
Q4 | $546K | Sell |
12,273
-201
| -2% | -$9.16K | 0.11% | 157 |
|
|
2021
Q3 | $530K | Sell |
12,474
-766
| -6% | -$30.9K | 0.11% | 152 |
|
|
2021
Q2 | $546K | Buy |
13,240
+162
| +1% | +$6.64K | 0.12% | 144 |
|
|
2021
Q1 | $506K | Sell |
13,078
-35
| -0.3% | -$1.21K | 0.12% | 136 |
|
|
2020
Q4 | $398K | Buy |
13,113
+1,243
| +10% | +$33.3K | 0.1% | 143 |
|
|
2020
Q3 | $286K | Buy |
11,870
+4
| +0% | +$100 | 0.1% | 134 |
|
|
2020
Q2 | $282K | Sell |
11,866
-449
| -4% | -$10.6K | 0.11% | 135 |
|
|
2020
Q1 | $262K | Buy |
12,315
+8
| +0.1% | +$240 | 0.12% | 127 |
|
|
2019
Q4 | $434K | Buy |
12,307
+5
| +0% | +$162 | 0.16% | 116 |
|
|
2019
Q3 | $359K | Buy |
12,302
+3,197
| +35% | +$91.9K | 0.14% | 121 |
|
|
2019
Q2 | $265K | Sell |
9,105
-291
| -3% | -$8.39K | 0.11% | 137 |
|
|
2019
Q1 | $260K | Buy |
9,396
+5
| +0.1% | +$141 | 0.11% | 135 |
|
|
2018
Q4 | $232K | Buy |
9,391
+369
| +4% | +$10K | 0.12% | 134 |
|
|
2018
Q3 | $266K | Buy |
9,022
+5
| +0.1% | +$152 | 0.12% | 132 |
|
|
2018
Q2 | $255K | Buy |
9,017
+735
| +9% | +$21.9K | 0.12% | 134 |
|
|
2018
Q1 | $249K | Sell |
8,282
-1,029
| -11% | -$32.3K | 0.12% | 135 |
|
|
2017
Q4 | $275K | Hold |
9,311
| – | – | 0.14% | 118 |
|
|
2017
Q3 | $236K | Buy |
9,311
+1
| +0% | +$24 | 0.12% | 125 |
|
|
2017
Q2 | $226K | Buy |
9,310
+1
| +0% | +$23 | 0.13% | 128 |
|
|
2017
Q1 | $220K | Buy |
9,309
+1
| +0% | +$24 | 0.13% | 123 |
|
|
2016
Q4 | $206K | Buy |
+9,308
| New | +$179K | 0.13% | 125 |
|
Other funds holding BAC
VCM
VPM
Cahill Financial Advisors's BAC Position: Q1 2026 in Review
Cahill Financial Advisors increased its Bank of America (BAC) stake by 0.03% in Q1 2026, buying an estimated $155 and bringing the position to 10,534 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #175.
Cahill Financial Advisors first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $615K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Cahill Financial Advisors held 10,534 shares of Bank of America worth $514K as of Q1 2026.
- Cahill Financial Advisors bought 3 Bank of America shares in Q1 2026, an estimated $155.
- Bank of America made up 0.06% of Cahill Financial Advisors's portfolio in Q1 2026, its #175 holding.
- Cahill Financial Advisors first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
- Cahill Financial Advisors's Bank of America position peaked at $615K in Q2 2023.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.