Certified Advisory Corp’s Bank of America BAC Stock Holding History

Certified Advisory Corp’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	$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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

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. 1,263 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.
1,263 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.