Coastal Bridge 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
Q1 | $3.93M | Buy |
80,630
+617
| +0.8% | +$31.8K | 0.28% | 83 |
|
|
2025
Q4 | $4.4M | Buy |
80,013
+298
| +0.4% | +$15.8K | 0.33% | 74 |
|
|
2025
Q3 | $4.11M | Sell |
79,715
-160
| -0.2% | -$7.81K | 0.31% | 81 |
|
|
2025
Q2 | $3.78M | Buy |
+79,875
| New | +$3.36M | 0.31% | 88 |
|
|
2025
Q1 | – | Sell |
-35,751
| Closed | -$1.57M | – | 277 |
|
|
2024
Q4 | $1.57M | Buy |
35,751
+23
| +0.1% | +$1.01K | 0.4% | 50 |
|
|
2024
Q3 | $1.42M | Buy |
35,728
+25
| +0.1% | +$1K | 0.35% | 52 |
|
|
2024
Q2 | $1.42M | Buy |
35,703
+378
| +1% | +$14.5K | 0.35% | 50 |
|
|
2024
Q1 | $1.34M | Hold |
35,325
| – | – | 0.31% | 55 |
|
|
2023
Q4 | $1.19M | Sell |
35,325
-4,316
| -11% | -$126K | 0.3% | 57 |
|
|
2023
Q3 | $1.09M | Sell |
39,641
-135
| -0.3% | -$3.99K | 0.29% | 58 |
|
|
2023
Q2 | $1.14M | Sell |
39,776
-171
| -0.4% | -$4.88K | 0.28% | 58 |
|
|
2023
Q1 | $1.14M | Buy |
39,947
+228
| +0.6% | +$7.53K | 0.29% | 53 |
|
|
2022
Q4 | $1.32M | Buy |
39,719
+25
| +0.1% | +$861 | 0.37% | 49 |
|
|
2022
Q3 | $1.2M | Sell |
39,694
-325
| -0.8% | -$10.9K | 0.32% | 52 |
|
|
2022
Q2 | $1.25M | Buy |
40,019
+3,374
| +9% | +$121K | 0.38% | 48 |
|
|
2022
Q1 | $1.51M | Buy |
36,645
+17
| +0% | +$767 | 0.35% | 46 |
|
|
2021
Q4 | $1.63M | Buy |
36,628
+4,367
| +14% | +$199K | 0.34% | 47 |
|
|
2021
Q3 | $1.37M | Buy |
32,261
+18
| +0.1% | +$725 | 0.32% | 47 |
|
|
2021
Q2 | $1.33M | Buy |
32,243
+182
| +0.6% | +$7.46K | 0.27% | 52 |
|
|
2021
Q1 | $1.24M | Buy |
32,061
+17
| +0.1% | +$587 | 0.23% | 46 |
|
|
2020
Q4 | $971K | Buy |
32,044
+2,439
| +8% | +$65.4K | 0.19% | 52 |
|
|
2020
Q3 | $713K | Sell |
29,605
-2,960
| -9% | -$73.7K | 0.22% | 58 |
|
|
2020
Q2 | $773K | Sell |
32,565
-51
| -0.2% | -$1.21K | 0.25% | 54 |
|
|
2020
Q1 | $692K | Buy |
32,616
+4,166
| +15% | +$125K | 0.25% | 55 |
|
|
2019
Q4 | $1M | Sell |
28,450
-396
| -1% | -$12.8K | 0.26% | 48 |
|
|
2019
Q3 | $841K | Buy |
28,846
+2,912
| +11% | +$83.7K | 0.29% | 52 |
|
|
2019
Q2 | $752K | Sell |
25,934
-414
| -2% | -$11.9K | 0.22% | 54 |
|
|
2019
Q1 | $727K | Sell |
26,348
-3,208
| -11% | -$90.7K | 0.25% | 55 |
|
|
2018
Q4 | $728K | Buy |
29,556
+21
| +0.1% | +$570 | 0.29% | 49 |
|
|
2018
Q3 | $870K | Buy |
29,535
+154
| +0.5% | +$4.69K | 0.33% | 44 |
|
|
2018
Q2 | $828K | Buy |
29,381
+327
| +1% | +$9.76K | 0.33% | 45 |
|
|
2018
Q1 | $871K | Buy |
29,054
+1,308
| +5% | +$41.1K | 0.32% | 45 |
|
|
2017
Q4 | $830K | Buy |
27,746
+13
| +0% | +$358 | 0.27% | 46 |
|
|
2017
Q3 | $703K | Buy |
27,733
+16
| +0.1% | +$388 | 0.23% | 52 |
|
|
2017
Q2 | $672K | Buy |
27,717
+10
| +0% | +$233 | 0.23% | 52 |
|
|
2017
Q1 | $654K | Sell |
27,707
-489
| -2% | -$11.6K | 0.22% | 44 |
|
|
2016
Q4 | $623K | Buy |
28,196
+10
| +0% | +$193 | 0.24% | 43 |
|
|
2016
Q3 | $441K | Buy |
28,186
+15
| +0.1% | +$223 | 0.21% | 38 |
|
|
2016
Q2 | $374K | Buy |
28,171
+3,851
| +16% | +$54.1K | 0.2% | 43 |
|
|
2016
Q1 | $329K | Buy |
24,320
+104
| +0.4% | +$1.4K | 0.23% | 40 |
|
|
2015
Q4 | $408K | Buy |
+24,216
| New | +$410K | 0.23% | 37 |
|
Other funds holding BAC
VCM
VPM
Coastal Bridge Advisors's BAC Position: Q1 2026 in Review
Coastal Bridge Advisors increased its Bank of America (BAC) stake by 0.77% in Q1 2026, buying an estimated $31.8K and bringing the position to 80,630 shares worth $3.93M. The position accounts for 0.28% of the portfolio, ranked #83.
Coastal Bridge Advisors first reported a position in BAC in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.4M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Coastal Bridge Advisors held 80,630 shares of Bank of America worth $3.93M as of Q1 2026.
- Coastal Bridge Advisors bought 617 Bank of America shares in Q1 2026, an estimated $31.8K.
- Bank of America made up 0.28% of Coastal Bridge Advisors's portfolio in Q1 2026, its #83 holding.
- Coastal Bridge Advisors first reported a position in Bank of America in Q4 2015 and has held it in 41 quarters since.
- Coastal Bridge Advisors's Bank of America position peaked at $4.4M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.