Checchi Capital Advisers’s Bank of America BAC Stock Holding History

Checchi Capital Advisers’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	$4.17M	Sell	73,125 -245	-0.3%	-$13K	0.19%	93
2026 Q1	$3.58M	Buy	73,370 +2,895	+4%	+$149K	0.18%	97
2025 Q4	$3.88M	Buy	70,475 +84	+0.1%	+$4.44K	0.2%	85
2025 Q3	$3.63M	Sell	70,391 -5,648	-7%	-$276K	0.19%	90
2025 Q2	$3.6M	Sell	76,039 -1,050	-1%	-$44.2K	0.2%	94
2025 Q1	$3.22M	Buy	77,089 +3,012	+4%	+$134K	0.17%	99
2024 Q4	$3.26M	Buy	74,077 +394	+0.5%	+$17.3K	0.19%	90
2024 Q3	$2.92M	Buy	73,683 +1,800	+3%	+$72.1K	0.16%	97
2024 Q2	$2.86M	Buy	71,883 +1,226	+2%	+$47K	0.14%	94
2024 Q1	$2.68M	Sell	70,657 -807	-1%	-$27.7K	0.21%	95
2023 Q4	$2.41M	Sell	71,464 -1,498	-2%	-$43.6K	0.2%	98
2023 Q3	$2M	Sell	72,962 -598	-0.8%	-$17.7K	0.19%	100
2023 Q2	$2.11M	Buy	73,560 +664	+0.9%	+$18.9K	0.19%	100
2023 Q1	$2.08M	Sell	72,896 -882	-1%	-$29.1K	0.2%	97
2022 Q4	$2.44M	Sell	73,778 -698	-0.9%	-$24K	0.25%	84
2022 Q3	$2.25M	Sell	74,476 -2,313	-3%	-$77.3K	0.21%	94
2022 Q2	$2.6M	Buy	76,789 +3,299	+4%	+$119K	0.22%	86
2022 Q1	$3.03M	Buy	73,490 +1,894	+3%	+$85.5K	0.26%	70
2021 Q4	$3.19M	Buy	71,596 +1,040	+1%	+$47.4K	0.28%	68
2021 Q3	$3M	Buy	70,556 +740	+1%	+$29.8K	0.3%	64
2021 Q2	$2.88M	Sell	69,816 -646	-0.9%	-$26.5K	0.28%	67
2021 Q1	$2.73M	Sell	70,462 -3,926	-5%	-$135K	0.27%	67
2020 Q4	$2.25M	Sell	74,388 -1,599	-2%	-$42.9K	0.23%	80
2020 Q3	$1.83M	Sell	75,987 -2,211	-3%	-$55K	0.2%	78
2020 Q2	$1.86M	Buy	78,198 +2,450	+3%	+$57.9K	0.22%	72
2020 Q1	$1.61M	Sell	75,748 -4,082	-5%	-$122K	0.15%	71
2019 Q4	$2.81M	Sell	79,830 -2,159	-3%	-$69.8K	0.38%	44
2019 Q3	$2.39M	Buy	81,989 +2,717	+3%	+$78.1K	0.31%	49
2019 Q2	$2.3M	Sell	79,272 -819	-1%	-$23.6K	0.29%	50
2019 Q1	$2.21M	Sell	80,091 -3,020	-4%	-$85.3K	0.26%	55
2018 Q4	$2.05M	Sell	83,111 -23,672	-22%	-$642K	0.26%	56
2018 Q3	$3.15M	Buy	106,783 +11,856	+12%	+$361K	0.36%	37
2018 Q2	$2.68M	Buy	94,927 +3,009	+3%	+$89.8K	0.34%	37
2018 Q1	$2.76M	Buy	91,918 +5,841	+7%	+$183K	0.36%	33
2017 Q4	$2.54M	Buy	86,077 +5,915	+7%	+$163K	0.34%	38
2017 Q3	$2.03M	Buy	80,162 +3,237	+4%	+$78.6K	0.21%	50
2017 Q2	$1.87M	Sell	76,925 -5,261	-6%	-$123K	0.2%	55
2017 Q1	$1.94M	Sell	82,186 -12,352	-13%	-$293K	0.22%	54
2016 Q4	$2.09M	Buy	94,538 +5,855	+7%	+$113K	0.28%	43
2016 Q3	$1.39M	Buy	88,683 +3,397	+4%	+$50.6K	0.16%	73
2016 Q2	$1.13M	Sell	85,286 -5,609	-6%	-$78.8K	0.13%	79
2016 Q1	$1.23M	Buy	90,895 +4,973	+6%	+$67.1K	0.27%	72
2015 Q4	$1.45M	Buy	85,922 +2,433	+3%	+$41.1K	0.36%	52
2015 Q3	$1.3M	Buy	83,489 +4,981	+6%	+$83.8K	0.35%	59
2015 Q2	$1.34M	Buy	78,508 +2,386	+3%	+$39.3K	0.35%	60
2015 Q1	$1.17M	Buy	76,122 +62	+0.1%	+$996	0.35%	62
2014 Q4	$1.36M	Buy	76,060 +16,583	+28%	+$284K	0.51%	48
2014 Q3	$1.01M	Buy	59,477 +15,534	+35%	+$247K	0.42%	55
2014 Q2	$675K	Buy	43,943 +9,108	+26%	+$141K	0.31%	71
2014 Q1	$599K	Buy	34,835 +9,762	+39%	+$164K	0.37%	60
2013 Q4	$390K	Buy	+25,073	New	+$372K	0.3%	70

Other funds holding BAC

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Checchi Capital Advisers's BAC Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Bank of America (BAC) stake by 0.33% in Q2 2026, selling an estimated $13K and leaving 73,125 shares worth $4.17M. The position accounts for 0.19% of the portfolio, ranked #93.

Checchi Capital Advisers first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. 2,515 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Checchi Capital Advisers held 73,125 shares of Bank of America worth $4.17M as of Q2 2026.
Checchi Capital Advisers sold 245 Bank of America shares in Q2 2026, an estimated $13K.
Bank of America made up 0.19% of Checchi Capital Advisers's portfolio in Q2 2026, its #93 holding.
Checchi Capital Advisers first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
2,515 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.