Certified Advisory Corp’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 | $578K | Buy |
10,143
+20
| +0.2% | +$1.06K | 0.05% | 214 |
|
|
2026
Q1 | $493K | Sell |
10,123
-472
| -4% | -$24.4K | 0.04% | 213 |
|
|
2025
Q4 | $583K | Buy |
10,595
+100
| +1% | +$5.29K | 0.05% | 198 |
|
|
2025
Q3 | $541K | Buy |
10,495
+48
| +0.5% | +$2.34K | 0.05% | 199 |
|
|
2025
Q2 | $494K | Buy |
10,447
+45
| +0.4% | +$1.89K | 0.05% | 201 |
|
|
2025
Q1 | $434K | Sell |
10,402
-43
| -0.4% | -$1.92K | 0.05% | 207 |
|
|
2024
Q4 | $459K | Sell |
10,445
-61
| -0.6% | -$2.68K | 0.05% | 201 |
|
|
2024
Q3 | $417K | Buy |
10,506
+1,056
| +11% | +$42.3K | 0.05% | 213 |
|
|
2024
Q2 | $376K | Buy |
9,450
+252
| +3% | +$9.66K | 0.05% | 207 |
|
|
2024
Q1 | $349K | Buy |
9,198
+2
| +0% | +$69 | 0.05% | 211 |
|
|
2023
Q4 | $310K | Sell |
9,196
-4
| -0% | -$116 | 0.05% | 216 |
|
|
2023
Q3 | $252K | Sell |
9,200
-371
| -4% | -$11K | 0.05% | 205 |
|
|
2023
Q2 | $275K | Sell |
9,571
-24
| -0.3% | -$685 | 0.05% | 193 |
|
|
2023
Q1 | $274K | Buy |
9,595
+322
| +3% | +$10.6K | 0.05% | 203 |
|
|
2022
Q4 | $307K | Sell |
9,273
-1,263
| -12% | -$43.5K | 0.06% | 189 |
|
|
2022
Q3 | $318K | Buy |
10,536
+889
| +9% | +$29.7K | 0.07% | 175 |
|
|
2022
Q2 | $300K | Buy |
9,647
+28
| +0.3% | +$1.01K | 0.07% | 177 |
|
|
2022
Q1 | $396K | Buy |
9,619
+38
| +0.4% | +$1.72K | 0.08% | 163 |
|
|
2021
Q4 | $426K | Buy |
9,581
+20
| +0.2% | +$911 | 0.09% | 167 |
|
|
2021
Q3 | $406K | Buy |
9,561
+40
| +0.4% | +$1.61K | 0.1% | 164 |
|
|
2021
Q2 | $393K | Buy |
9,521
+33
| +0.3% | +$1.35K | 0.1% | 163 |
|
|
2021
Q1 | $368K | Buy |
+9,488
| New | +$327K | 0.1% | 157 |
|
|
2020
Q2 | $238K | Buy |
10,001
+60
| +0.6% | +$1.42K | 0.08% | 170 |
|
|
2020
Q1 | $211K | Buy |
9,941
+24
| +0.2% | +$719 | 0.08% | 161 |
|
|
2019
Q4 | $349K | Sell |
9,917
-109
| -1% | -$3.52K | 0.11% | 150 |
|
|
2019
Q3 | $292K | Buy |
10,026
+52
| +0.5% | +$1.5K | 0.1% | 157 |
|
|
2019
Q2 | $289K | Buy |
9,974
+42
| +0.4% | +$1.21K | 0.11% | 147 |
|
|
2019
Q1 | $274K | Buy |
9,932
+2,953
| +42% | +$83.5K | 0.12% | 142 |
|
|
2018
Q4 | $172K | Sell |
6,979
-566
| -8% | -$15.4K | 0.09% | 155 |
|
|
2018
Q3 | $222K | Buy |
7,545
+22
| +0.3% | +$670 | 0.1% | 146 |
|
|
2018
Q2 | $212K | Buy |
7,523
+34
| +0.5% | +$1.01K | 0.12% | 135 |
|
|
2018
Q1 | $224K | Buy |
7,489
+841
| +13% | +$26.4K | 0.13% | 134 |
|
|
2017
Q4 | $196K | Buy |
+6,648
| New | +$183K | 0.14% | 112 |
|
Other funds holding BAC
Certified Advisory Corp's BAC Position: Q2 2026 in Review
Certified Advisory Corp increased its Bank of America (BAC) stake by 0.2% in Q2 2026, buying an estimated $1.06K and bringing the position to 10,143 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #214.
Certified Advisory Corp first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $583K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Certified Advisory Corp held 10,143 shares of Bank of America worth $578K as of Q2 2026.
- Certified Advisory Corp bought 20 Bank of America shares in Q2 2026, an estimated $1.06K.
- Bank of America made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #214 holding.
- Certified Advisory Corp first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's Bank of America position peaked at $583K in Q4 2025.
- 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.