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Cerro Pacific Wealth Advisors’s Bank of America BAC Stock Holding History

Cerro Pacific Wealth 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 		$1.02M Buy
17,960
+2,331
+15% +$124K 0.23% 72
2026
Q1 		$762K Buy
15,629
+1,906
+14% +$98.4K 0.2% 80
2025
Q4 		$755K Buy
13,723
+18
+0.1% +$951 0.2% 80
2025
Q3 		$707K Sell
13,705
-4,095
-23% -$200K 0.19% 86
2025
Q2 		$842K Buy
17,800
+1,440
+9% +$60.6K 0.23% 77
2025
Q1 		$719K Buy
16,360
+16
+0.1% +$713 0.23% 82
2024
Q4 		$649K Buy
16,344
+753
+5% +$33.1K 0.21% 93
2024
Q3 		$620K Hold
15,591
– – 0.23% 87
2024
Q2 		$620K Buy
+15,591
New +$598K 0.24% 88
2023
Q1 		$581K Buy
20,299
+3,144
+18% +$104K 0.32% 79
2022
Q4 		$568K Buy
17,155
+284
+2% +$9.78K 0.3% 86
2022
Q3 		$509K Buy
16,871
+1,574
+10% +$52.6K 0.31% 81
2022
Q2 		$476K Buy
15,297
+246
+2% +$8.86K 0.3% 92
2022
Q1 		$620K Sell
15,051
-102
-0.7% -$4.6K 0.38% 84
2021
Q4 		$674K Sell
15,153
-785
-5% -$35.8K 0.43% 73
2021
Q3 		$677K Sell
15,938
-356
-2% -$14.3K 0.49% 64
2021
Q2 		$672K Buy
+16,294
New +$668K 0.5% 63
2020
Q4 		$698K Buy
+23,034
New +$617K 0.42% 67

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

Cerro Pacific Wealth Advisors's BAC Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 17,960 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #72.

Cerro Pacific Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 18 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 17,960 shares of Bank of America worth $1.02M as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 2,331 Bank of America shares in Q2 2026, an estimated $124K.
  • Bank of America made up 0.23% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 18 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.