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Cardiff Park Advisors’s Bank of America BAC Stock Holding History

Cardiff Park 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 		$321K Buy
5,627
+14
+0.2% +$745 0.02% 215
2026
Q1 		$274K Buy
5,613
+17
+0.3% +$877 0.02% 243
2025
Q4 		$308K Sell
5,596
-44
-0.8% -$2.33K 0.03% 216
2025
Q3 		$291K Buy
5,640
+15
+0.3% +$732 0.02% 240
2025
Q2 		$266K Buy
5,625
+16
+0.3% +$673 0.02% 234
2025
Q1 		$234K Buy
5,609
+18
+0.3% +$802 0.02% 240
2024
Q4 		$246K Buy
5,591
+16
+0.3% +$704 0.02% 236
2024
Q3 		$221K Buy
5,575
+19
+0.3% +$761 0.02% 241
2024
Q2 		$221K Buy
5,556
+95
+2% +$3.64K 0.02% 236
2024
Q1 		$207K Sell
5,461
-1,544
-22% -$53K 0.02% 250
2023
Q4 		$236K Buy
+7,005
New +$204K 0.03% 207
2023
Q2 		– Sell
-7,586
Closed -$217K – 322
2023
Q1 		$217K Buy
+7,586
New +$250K 0.03% 217
2022
Q2 		– Sell
-5,933
Closed -$245K – 322
2022
Q1 		$245K Sell
5,933
-404
-6% -$18.2K 0.03% 204
2021
Q4 		$282K Buy
+6,337
New +$289K 0.04% 197

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardiff Park Advisors's BAC Position: Q2 2026 in Review

Cardiff Park Advisors increased its Bank of America (BAC) stake by 0.25% in Q2 2026, buying an estimated $745 and bringing the position to 5,627 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #215.

Cardiff Park Advisors first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cardiff Park Advisors held 5,627 shares of Bank of America worth $321K as of Q2 2026.
  • Cardiff Park Advisors bought 14 Bank of America shares in Q2 2026, an estimated $745.
  • Bank of America made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #215 holding.
  • Cardiff Park Advisors first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.