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Cascade Investment Advisors’s Bank of America BAC Stock Holding History

Cascade Investment 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 		$1.57M Buy
27,494
+1,515
+6% +$80.6K 0.85% 51
2026
Q1 		$1.27M Buy
+25,979
New +$1.34M 0.75% 66
2019
Q2 		– Sell
-2,300
Closed -$63.5K – 240
2019
Q1 		$63.5K Buy
+2,300
New +$65K 0.06% 127

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Cascade Investment Advisors's BAC Position: Q2 2026 in Review

Cascade Investment Advisors increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $80.6K and bringing the position to 27,494 shares worth $1.57M. The position accounts for 0.85% of the portfolio, ranked #51.

Cascade Investment Advisors first reported a position in BAC in Q1 2019 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cascade Investment Advisors held 27,494 shares of Bank of America worth $1.57M as of Q2 2026.
  • Cascade Investment Advisors bought 1,515 Bank of America shares in Q2 2026, an estimated $80.6K.
  • Bank of America made up 0.85% of Cascade Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Cascade Investment Advisors first reported a position in Bank of America in Q1 2019 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.