CMA
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Cedar Mountain Advisors’s Bank of America BAC Stock Holding History

Cedar Mountain 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 		$84.5K Buy
1,483
+56
+4% +$2.98K 0.01% 121
2026
Q1 		$69.6K Buy
1,427
+707
+98% +$36.5K 0.01% 113
2025
Q4 		$39.6K Buy
720
+1
+0.1% +$53 0.01% 132
2025
Q3 		$37.1K Buy
719
+362
+101% +$17.7K 0.01% 135
2025
Q2 		$16.9K Buy
357
+1
+0.3% +$42 ﹤0.01% 174
2025
Q1 		$14.9K Buy
356
+201
+130% +$8.96K ﹤0.01% 174
2024
Q4 		$6.81K Buy
155
+18
+13% +$792 ﹤0.01% 230
2024
Q3 		$5.44K Hold
137
– – ﹤0.01% 243
2024
Q2 		$5.45K Hold
137
– – ﹤0.01% 225
2024
Q1 		$5.2K Hold
137
– – ﹤0.01% 228
2023
Q4 		$4.61K Hold
137
– – ﹤0.01% 221
2023
Q3 		$3.75K Hold
137
– – ﹤0.01% 229
2023
Q2 		$3.93K Hold
137
– – ﹤0.01% 222
2023
Q1 		$3.92K Hold
137
– – ﹤0.01% 220
2022
Q4 		$4.54K Hold
137
– – ﹤0.01% 214
2022
Q3 		$4K Hold
137
– – ﹤0.01% 217
2022
Q2 		$4K Hold
137
– – ﹤0.01% 223
2022
Q1 		$6K Hold
137
– – ﹤0.01% 217
2021
Q4 		$6K Hold
137
– – ﹤0.01% 222
2021
Q3 		$6K Hold
137
– – ﹤0.01% 215
2021
Q2 		$6K Hold
137
– – ﹤0.01% 199
2021
Q1 		$5K Hold
137
– – ﹤0.01% 214
2020
Q4 		$4K Hold
137
– – ﹤0.01% 218
2020
Q3 		$3K Hold
137
– – ﹤0.01% 207
2020
Q2 		$3K Hold
137
– – ﹤0.01% 197
2020
Q1 		$3K Hold
137
– – ﹤0.01% 177
2019
Q4 		$5K Buy
+137
New +$4.43K ﹤0.01% 173

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cedar Mountain Advisors's BAC Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Bank of America (BAC) stake by 3.9% in Q2 2026, buying an estimated $2.98K and bringing the position to 1,483 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #121.

Cedar Mountain Advisors first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cedar Mountain Advisors held 1,483 shares of Bank of America worth $84.5K as of Q2 2026.
  • Cedar Mountain Advisors bought 56 Bank of America shares in Q2 2026, an estimated $2.98K.
  • Bank of America made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #121 holding.
  • Cedar Mountain Advisors first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.