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Cherry Creek Investment Advisors’s Bank of America BAC Stock Holding History

Cherry Creek Investment 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 		$1.18M Sell
20,652
-43
-0.2% -$2.29K 0.46% 43
2026
Q1 		$1.01M Buy
20,695
+100
+0.5% +$5.16K 0.44% 45
2025
Q4 		$1.13M Sell
20,595
-93
-0.4% -$4.92K 0.48% 40
2025
Q3 		$1.07M Sell
20,688
-480
-2% -$23.4K 0.46% 40
2025
Q2 		$1M Sell
21,168
-33
-0.2% -$1.39K 0.47% 40
2025
Q1 		$885K Buy
21,201
+122
+0.6% +$5.44K 0.46% 39
2024
Q4 		$926K Buy
21,079
+2,318
+12% +$102K 0.46% 38
2024
Q3 		$744K Buy
18,761
+114
+0.6% +$4.57K 0.38% 41
2024
Q2 		$742K Buy
18,647
+199
+1% +$7.63K 0.39% 40
2024
Q1 		$700K Sell
18,448
-145
-0.8% -$4.98K 0.38% 46
2023
Q4 		$626K Buy
18,593
+200
+1% +$5.82K 0.38% 48
2023
Q3 		$504K Buy
18,393
+159
+0.9% +$4.7K 0.34% 52
2023
Q2 		$523K Buy
18,234
+50
+0.3% +$1.43K 0.35% 48
2023
Q1 		$520K Buy
18,184
+93
+0.5% +$3.07K 0.38% 51
2022
Q4 		$599K Sell
18,091
-221
-1% -$7.61K 0.46% 47
2022
Q3 		$553K Buy
18,312
+504
+3% +$16.8K 0.46% 46
2022
Q2 		$554K Buy
17,808
+2,641
+17% +$95.1K 0.45% 48
2022
Q1 		$625K Buy
15,167
+362
+2% +$16.3K 0.41% 50
2021
Q4 		$659K Hold
14,805
– – 0.41% 51
2021
Q3 		$628K Sell
14,805
-132
-0.9% -$5.32K 0.42% 51
2021
Q2 		$616K Buy
+14,937
New +$612K 0.4% 54

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

Cherry Creek Investment Advisors's BAC Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its Bank of America (BAC) stake by 0.21% in Q2 2026, selling an estimated $2.29K and leaving 20,652 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #43.

Cherry Creek Investment Advisors first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cherry Creek Investment Advisors held 20,652 shares of Bank of America worth $1.18M as of Q2 2026.
  • Cherry Creek Investment Advisors sold 43 Bank of America shares in Q2 2026, an estimated $2.29K.
  • Bank of America made up 0.46% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Cherry Creek Investment Advisors first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.