Clearwater Capital Advisors’s Bank of America BAC Stock Holding History

Clearwater Capital 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	$235K	Buy	+4,122	New	+$219K	0.02%	170
2020 Q1	–	Sell	-17,380	Closed	-$612K	–	143
2019 Q4	$612K	Sell	17,380 -684	-4%	-$22.1K	0.1%	116
2019 Q3	$527K	Buy	18,064 +5	+0%	+$144	0.09%	130
2019 Q2	$524K	Sell	18,059 -3,100	-15%	-$89.4K	0.1%	140
2019 Q1	$584K	Hold	21,159	–	–	0.11%	139
2018 Q4	$521K	Sell	21,159 -698	-3%	-$18.9K	0.11%	137
2018 Q3	$644K	Buy	21,857 +168	+0.8%	+$5.12K	0.13%	132
2018 Q2	$611K	Buy	21,689 +4,500	+26%	+$134K	0.13%	124
2018 Q1	$515K	Hold	17,189	–	–	0.11%	126
2017 Q4	$507K	Buy	17,189 +2,300	+15%	+$63.4K	0.11%	123
2017 Q3	$385K	Sell	14,889 -260	-2%	-$6.31K	0.09%	131
2017 Q2	$377K	Hold	15,149	–	–	0.1%	127
2017 Q1	$351K	Buy	15,149 +3,170	+26%	+$75.2K	0.1%	130
2016 Q4	$270K	Buy	11,979 +1,311	+12%	+$25.3K	0.09%	128
2016 Q3	$169K	Sell	10,668 -2,110	-17%	-$31.4K	0.06%	139
2016 Q2	$164K	Buy	+12,778	New	+$180K	0.06%	129

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

Clearwater Capital Advisors's BAC Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in Bank of America (BAC) in Q2 2026: 4,122 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in BAC as recently as Q4 2019.

Clearwater Capital Advisors first reported a position in BAC in Q2 2016 and has held it in 16 quarters since. The position peaked at $644K in Q3 2018. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Clearwater Capital Advisors held 4,122 shares of Bank of America worth $235K as of Q2 2026.
Bank of America was a new Clearwater Capital Advisors position in Q2 2026.
Bank of America made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #170 holding.
Clearwater Capital Advisors first reported a position in Bank of America in Q2 2016 and has held it in 16 quarters since.
Clearwater Capital Advisors's Bank of America position peaked at $644K in Q3 2018.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.