CFS Investment Advisory Services’s Bank of America BAC Stock Holding History

CFS Investment Advisory Services’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	$2.26M	Buy	38,443 +788	+2%	+$41.9K	0.15%	125
2026 Q1	$2.03M	Buy	37,655 +260	+0.7%	+$13.4K	0.14%	127
2025 Q4	$2.06M	Buy	37,395 +1,301	+4%	+$68.8K	0.15%	118
2025 Q3	$1.9M	Buy	36,094 +2,081	+6%	+$102K	0.14%	126
2025 Q2	$1.61M	Buy	34,013 +1,819	+6%	+$76.5K	0.13%	133
2025 Q1	$1.34M	Buy	32,194 +591	+2%	+$26.3K	0.12%	140
2024 Q4	$1.39M	Sell	31,603 -121	-0.4%	-$5.32K	0.12%	133
2024 Q3	$1.26M	Buy	+31,724	New	+$1.27M	0.11%	140
2024 Q2	–	Sell	-31,788	Closed	-$1.21M	–	270
2024 Q1	$1.21M	Sell	31,788 -24	-0.1%	-$824	0.2%	74
2023 Q4	$1.07M	Buy	31,812 +12,369	+64%	+$360K	0.19%	76
2023 Q3	$532K	Buy	+19,443	New	+$575K	0.08%	113
2021 Q4	$228K	Buy	4,961 +126	+3%	+$5.74K	0.03%	203
2021 Q3	$205K	Buy	+4,835	New	+$195K	0.03%	193

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFS Investment Advisory Services's BAC Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $41.9K and bringing the position to 38,443 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #125.

CFS Investment Advisory Services first reported a position in BAC in Q3 2021 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

CFS Investment Advisory Services held 38,443 shares of Bank of America worth $2.26M as of Q2 2026.
CFS Investment Advisory Services bought 788 Bank of America shares in Q2 2026, an estimated $41.9K.
Bank of America made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #125 holding.
CFS Investment Advisory Services first reported a position in Bank of America in Q3 2021 and has held it in 13 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.