Capital Analysts LLC’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 | $5.61M | Sell |
98,505
-5,265
| -5% | -$280K | 0.13% | 134 |
|
|
2026
Q1 | $5.06M | Sell |
103,770
-7,407
| -7% | -$382K | 0.13% | 134 |
|
|
2025
Q4 | $6.12M | Sell |
111,177
-3,950
| -3% | -$209K | 0.17% | 116 |
|
|
2025
Q3 | $5.94M | Sell |
115,127
-2,250
| -2% | -$110K | 0.17% | 107 |
|
|
2025
Q2 | $5.55M | Buy |
117,377
+1,834
| +2% | +$77.2K | 0.19% | 100 |
|
|
2025
Q1 | $4.82M | Buy |
115,543
+6,463
| +6% | +$288K | 0.18% | 107 |
|
|
2024
Q4 | $4.79M | Buy |
109,080
+2,874
| +3% | +$126K | 0.19% | 99 |
|
|
2024
Q3 | $4.21M | Buy |
106,206
+8,523
| +9% | +$342K | 0.17% | 111 |
|
|
2024
Q2 | $3.88M | Buy |
97,683
+8,277
| +9% | +$317K | 0.17% | 105 |
|
|
2024
Q1 | $3.39M | Buy |
89,406
+8,843
| +11% | +$304K | 0.16% | 111 |
|
|
2023
Q4 | $2.71M | Buy |
80,563
+2,676
| +3% | +$77.9K | 0.14% | 126 |
|
|
2023
Q3 | $2.13M | Buy |
77,887
+2,661
| +4% | +$78.7K | 0.12% | 143 |
|
|
2023
Q2 | $2.16M | Buy |
75,226
+1,448
| +2% | +$41.3K | 0.12% | 148 |
|
|
2023
Q1 | $2.11M | Sell |
73,778
-579
| -0.8% | -$19.1K | 0.12% | 149 |
|
|
2022
Q4 | $2.46M | Sell |
74,357
-591
| -0.8% | -$20.4K | 0.15% | 136 |
|
|
2022
Q3 | $2.26M | Sell |
74,948
-12
| -0% | -$401 | 0.16% | 131 |
|
|
2022
Q2 | $2.33M | Sell |
74,960
-426
| -0.6% | -$15.3K | 0.16% | 131 |
|
|
2022
Q1 | $3.11M | Buy |
75,386
+610
| +0.8% | +$27.5K | 0.2% | 110 |
|
|
2021
Q4 | $3.33M | Buy |
74,776
+381
| +0.5% | +$17.4K | 0.2% | 103 |
|
|
2021
Q3 | $3.16M | Buy |
74,395
+3,937
| +6% | +$159K | 0.21% | 97 |
|
|
2021
Q2 | $2.9M | Buy |
70,458
+1,722
| +3% | +$70.6K | 0.2% | 109 |
|
|
2021
Q1 | $2.66M | Buy |
68,736
+6,234
| +10% | +$215K | 0.18% | 104 |
|
|
2020
Q4 | $1.89M | Buy |
62,502
+4,723
| +8% | +$127K | 0.17% | 105 |
|
|
2020
Q3 | $1.39M | Buy |
57,779
+5,155
| +10% | +$128K | 0.13% | 138 |
|
|
2020
Q2 | $1.25M | Sell |
52,624
-244
| -0.5% | -$5.76K | 0.13% | 140 |
|
|
2020
Q1 | $1.12M | Sell |
52,868
-2,727
| -5% | -$81.8K | 0.14% | 133 |
|
|
2019
Q4 | $1.96M | Buy |
55,595
+677
| +1% | +$21.9K | 0.19% | 96 |
|
|
2019
Q3 | $1.6M | Buy |
54,918
+1,042
| +2% | +$30K | 0.17% | 107 |
|
|
2019
Q2 | $1.56M | Sell |
53,876
-1,661
| -3% | -$47.9K | 0.17% | 112 |
|
|
2019
Q1 | $1.53M | Sell |
55,537
-1,494
| -3% | -$42.2K | 0.18% | 103 |
|
|
2018
Q4 | $1.41M | Sell |
57,031
-1,581
| -3% | -$42.9K | 0.18% | 93 |
|
|
2018
Q3 | $1.73M | Buy |
58,612
+1,640
| +3% | +$49.9K | 0.2% | 91 |
|
|
2018
Q2 | $1.61M | Buy |
56,972
+942
| +2% | +$28.1K | 0.19% | 93 |
|
|
2018
Q1 | $1.68M | Buy |
56,030
+656
| +1% | +$20.6K | 0.21% | 85 |
|
|
2017
Q4 | $1.64M | Sell |
55,374
-661
| -1% | -$18.2K | 0.2% | 86 |
|
|
2017
Q3 | $1.42M | Buy |
56,035
+4,516
| +9% | +$110K | 0.19% | 86 |
|
|
2017
Q2 | $1.25M | Buy |
+51,519
| New | +$1.2M | 0.18% | 89 |
|
|
2016
Q3 | – | Sell |
-14,105
| Closed | -$187K | – | 397 |
|
|
2016
Q2 | $187K | Sell |
14,105
-19,439
| -58% | -$273K | 0.04% | 175 |
|
|
2016
Q1 | $454K | Sell |
33,544
-28,449
| -46% | -$384K | 0.09% | 146 |
|
|
2015
Q4 | $1.04M | Sell |
61,993
-68,894
| -53% | -$1.17M | 0.21% | 94 |
|
|
2015
Q3 | $2.04M | Buy |
130,887
+65,303
| +100% | +$1.1M | 0.39% | 66 |
|
|
2015
Q2 | $1.12M | Buy |
65,584
+695
| +1% | +$11.5K | 0.23% | 94 |
|
|
2015
Q1 | $999K | Sell |
64,889
-4,657
| -7% | -$74.8K | 0.21% | 99 |
|
|
2014
Q4 | $1.24M | Sell |
69,546
-7,560
| -10% | -$129K | 0.27% | 81 |
|
|
2014
Q3 | $1.31M | Buy |
77,106
+3,023
| +4% | +$48.1K | 0.31% | 78 |
|
|
2014
Q2 | $1.14M | Buy |
74,083
+13,736
| +23% | +$213K | 0.28% | 82 |
|
|
2014
Q1 | $1.04M | Buy |
60,347
+13,350
| +28% | +$225K | 0.27% | 84 |
|
|
2013
Q4 | $732K | Buy |
46,997
+14,650
| +45% | +$217K | 0.2% | 106 |
|
|
2013
Q3 | $446K | Buy |
32,347
+14,000
| +76% | +$200K | 0.13% | 108 |
|
|
2013
Q2 | $236K | Buy |
+18,347
| New | +$234K | 0.07% | 127 |
|
Other funds holding BAC
Capital Analysts LLC's BAC Position: Q2 2026 in Review
Capital Analysts LLC reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $280K and leaving 98,505 shares worth $5.61M. The position accounts for 0.13% of the portfolio, ranked #134.
Capital Analysts LLC first reported a position in BAC in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.12M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Capital Analysts LLC held 98,505 shares of Bank of America worth $5.61M as of Q2 2026.
- Capital Analysts LLC sold 5,265 Bank of America shares in Q2 2026, an estimated $280K.
- Bank of America made up 0.13% of Capital Analysts LLC's portfolio in Q2 2026, its #134 holding.
- Capital Analysts LLC first reported a position in Bank of America in Q2 2013 and has held it in 50 quarters since.
- Capital Analysts LLC's Bank of America position peaked at $6.12M in Q4 2025.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.