Colonial Trust 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
$1.89M Buy
38,851
+52
+0.1% +$2.68K 0.15% 98
2025
Q4
$2.13M Buy
38,799
+1,153
+3% +$60.9K 0.16% 97
2025
Q3
$1.94M Sell
37,646
-9,174
-20% -$448K 0.15% 103
2025
Q2
$2.22M Buy
46,820
+15,217
+48% +$640K 0.18% 97
2025
Q1
$1.32M Sell
31,603
-384
-1% -$17.1K 0.12% 104
2024
Q4
$1.41M Sell
31,987
-43,744
-58% -$1.92M 0.12% 106
2024
Q3
$3M Buy
75,731
+6,772
+10% +$271K 0.26% 83
2024
Q2
$2.74M Buy
68,959
+32,546
+89% +$1.25M 0.26% 81
2024
Q1
$1.38M Buy
36,413
+6,696
+23% +$230K 0.14% 105
2023
Q4
$1M Sell
29,717
-1,451
-5% -$42.2K 0.11% 110
2023
Q3
$853K Sell
31,168
-3,947
-11% -$117K 0.1% 116
2023
Q2
$1.01M Sell
35,115
-13,637
-28% -$389K 0.11% 113
2023
Q1
$1.39M Sell
48,752
-5,142
-10% -$170K 0.16% 99
2022
Q4
$1.78M Buy
53,894
+4,500
+9% +$155K 0.22% 92
2022
Q3
$1.49M Buy
49,394
+378
+0.8% +$12.6K 0.2% 94
2022
Q2
$1.53M Sell
49,016
-2,245
-4% -$80.8K 0.21% 88
2022
Q1
$2.11M Buy
51,261
+460
+0.9% +$20.8K 0.25% 80
2021
Q4
$2.26M Buy
50,801
+3
+0% +$137 0.25% 78
2021
Q3
$2.16M Buy
50,798
+2
+0% +$81 0.27% 78
2021
Q2
$2.09M Buy
50,796
+236
+0.5% +$9.67K 0.26% 78
2021
Q1
$1.96M Buy
50,560
+391
+0.8% +$13.5K 0.26% 80
2020
Q4
$1.52M Buy
50,169
+713
+1% +$19.1K 0.21% 81
2020
Q3
$1.19M Sell
49,456
-3,429
-6% -$85.4K 0.19% 83
2020
Q2
$1.26M Buy
52,885
+5,726
+12% +$135K 0.21% 81
2020
Q1
$1M Buy
47,159
+336
+0.7% +$10.1K 0.21% 78
2019
Q4
$1.65M Sell
46,823
-2,598
-5% -$84K 0.27% 78
2019
Q3
$1.44M Sell
49,421
-97
-0.2% -$2.79K 0.26% 81
2019
Q2
$1.44M Sell
49,518
-6,147
-11% -$177K 0.26% 79
2019
Q1
$1.54M Buy
55,665
+1,995
+4% +$56.4K 0.29% 76
2018
Q4
$1.32M Buy
53,670
+219
+0.4% +$5.94K 0.32% 72
2018
Q3
$1.57M Buy
53,451
+973
+2% +$29.6K 0.29% 82
2018
Q2
$1.48M Sell
52,478
-248
-0.5% -$7.4K 0.29% 83
2018
Q1
$1.58M Sell
52,726
-1,796
-3% -$56.4K 0.32% 82
2017
Q4
$1.61M Buy
54,522
+3,040
+6% +$83.8K 0.25% 88
2017
Q3
$1.3M Buy
51,482
+2
+0% +$49 0.29% 86
2017
Q2
$1.25M Buy
51,480
+3,129
+6% +$73K 0.28% 86
2017
Q1
$1.16M Buy
48,351
+1,626
+3% +$38.6K 0.36% 77
2016
Q4
$1.03M Sell
46,725
-23
-0% -$443 0.33% 82
2016
Q3
$732K Sell
46,748
-498
-1% -$7.42K 0.23% 93
2016
Q2
$627K Buy
47,246
+2
+0% +$28 0.2% 93
2016
Q1
$639K Buy
47,244
+1
+0% +$13 0.21% 92
2015
Q4
$795K Buy
47,243
+2
+0% +$34 0.26% 86
2015
Q3
$736K Buy
47,241
+1
+0% +$17 0.25% 87
2015
Q2
$804K Buy
47,240
+901
+2% +$14.8K 0.25% 91
2015
Q1
$713K Buy
46,339
+13,230
+40% +$212K 0.22% 96
2014
Q4
$592K Sell
33,109
-13,430
-29% -$230K 0.23% 91
2014
Q3
$793K Sell
46,539
-1,058
-2% -$16.8K 0.25% 83
2014
Q2
$732K Hold
47,597
0.22% 87
2014
Q1
$819K Buy
47,597
+5,751
+14% +$96.7K 0.26% 79
2013
Q4
$652K Buy
41,846
+1,250
+3% +$18.5K 0.2% 82
2013
Q3
$560K Buy
40,596
+6,200
+18% +$88.5K 0.19% 86
2013
Q2
$442K Buy
+34,396
New +$439K 0.16% 87

Other funds holding BAC

Colonial Trust Advisors's BAC Position: Q1 2026 in Review

Colonial Trust Advisors increased its Bank of America (BAC) stake by 0.13% in Q1 2026, buying an estimated $2.68K and bringing the position to 38,851 shares worth $1.89M. The position accounts for 0.15% of the portfolio, ranked #98.

Colonial Trust Advisors first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3M in Q3 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Colonial Trust Advisors held 38,851 shares of Bank of America worth $1.89M as of Q1 2026.
  • Colonial Trust Advisors bought 52 Bank of America shares in Q1 2026, an estimated $2.68K.
  • Bank of America made up 0.15% of Colonial Trust Advisors's portfolio in Q1 2026, its #98 holding.
  • Colonial Trust Advisors first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Colonial Trust Advisors's Bank of America position peaked at $3M in Q3 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.