Claro Advisors’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 | $2.75M | Buy |
48,271
+1,512
| +3% | +$80.4K | 0.29% | 63 |
|
|
2026
Q1 | $2.28M | Buy |
46,759
+3,741
| +9% | +$193K | 0.27% | 69 |
|
|
2025
Q4 | $2.37M | Sell |
43,018
-3
| -0% | -$159 | 0.32% | 65 |
|
|
2025
Q3 | $2.22M | Buy |
43,021
+6,054
| +16% | +$295K | 0.32% | 64 |
|
|
2025
Q2 | $1.75M | Sell |
36,967
-8,981
| -20% | -$378K | 0.29% | 76 |
|
|
2025
Q1 | $1.92M | Sell |
45,948
-1,642
| -3% | -$73.2K | 0.26% | 68 |
|
|
2024
Q4 | $2.09M | Sell |
47,590
-12,722
| -21% | -$560K | 0.28% | 64 |
|
|
2024
Q3 | $2.39M | Buy |
60,312
+18,400
| +44% | +$737K | 0.31% | 60 |
|
|
2024
Q2 | $1.67M | Sell |
41,912
-15,530
| -27% | -$595K | 0.26% | 77 |
|
|
2024
Q1 | $2.18M | Buy |
57,442
+2,793
| +5% | +$95.9K | 0.38% | 48 |
|
|
2023
Q4 | $1.84M | Sell |
54,649
-1,014
| -2% | -$29.5K | 0.4% | 46 |
|
|
2023
Q3 | $1.52M | Sell |
55,663
-306
| -0.5% | -$9.05K | 0.38% | 56 |
|
|
2023
Q2 | $1.61M | Sell |
55,969
-163
| -0.3% | -$4.65K | 0.4% | 50 |
|
|
2023
Q1 | $1.61M | Buy |
56,132
+7,331
| +15% | +$242K | 0.47% | 45 |
|
|
2022
Q4 | $1.62M | Buy |
48,801
+4,453
| +10% | +$153K | 0.53% | 44 |
|
|
2022
Q3 | $1.38M | Hold |
44,348
| – | – | 0.55% | 41 |
|
|
2022
Q2 | $1.38M | Buy |
44,348
+1,959
| +5% | +$70.5K | 0.55% | 41 |
|
|
2022
Q1 | $1.89M | Hold |
42,389
| – | – | 0.68% | 31 |
|
|
2021
Q4 | $1.89M | Buy |
42,389
+2,017
| +5% | +$91.9K | 0.68% | 31 |
|
|
2021
Q3 | $1.71M | Sell |
40,372
-623
| -2% | -$25.1K | 0.72% | 30 |
|
|
2021
Q2 | $1.69M | Buy |
40,995
+1,195
| +3% | +$49K | 0.76% | 30 |
|
|
2021
Q1 | $1.54M | Sell |
39,800
-22
| -0.1% | -$759 | 0.78% | 27 |
|
|
2020
Q4 | $1.21M | Buy |
39,822
+1,964
| +5% | +$52.6K | 0.64% | 37 |
|
|
2020
Q3 | $912K | Sell |
37,858
-1,738
| -4% | -$43.3K | 0.58% | 37 |
|
|
2020
Q2 | $940K | Buy |
39,596
+148
| +0.4% | +$3.5K | 0.65% | 31 |
|
|
2020
Q1 | $837K | Buy |
39,448
+15
| +0% | +$450 | 0.78% | 29 |
|
|
2019
Q4 | $1.39M | Buy |
39,433
+436
| +1% | +$14.1K | 1.07% | 24 |
|
|
2019
Q3 | $1.14M | Sell |
38,997
-578
| -1% | -$16.6K | 1.01% | 26 |
|
|
2019
Q2 | $1.15M | Sell |
39,575
-518
| -1% | -$14.9K | 1.06% | 22 |
|
|
2019
Q1 | $1.11M | Sell |
40,093
-3,300
| -8% | -$93.3K | 1.09% | 22 |
|
|
2018
Q4 | $1.28M | Buy |
+43,393
| New | +$1.18M | 1.02% | 18 |
|
Other funds holding BAC
Claro Advisors's BAC Position: Q2 2026 in Review
Claro Advisors increased its Bank of America (BAC) stake by 3.2% in Q2 2026, buying an estimated $80.4K and bringing the position to 48,271 shares worth $2.75M. The position accounts for 0.29% of the portfolio, ranked #63.
Claro Advisors first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Claro Advisors held 48,271 shares of Bank of America worth $2.75M as of Q2 2026.
- Claro Advisors bought 1,512 Bank of America shares in Q2 2026, an estimated $80.4K.
- Bank of America made up 0.29% of Claro Advisors's portfolio in Q2 2026, its #63 holding.
- Claro Advisors first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
- 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.