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Coppell Advisory Solutions’s Bank of America BAC Stock Holding History

Coppell Advisory Solutions’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 		$17.9K Sell
18,027
-18,787
-51% -$999K ﹤0.01% 482
2026
Q1 		$1.74M Buy
36,814
+1,888
+5% +$97.4K 1.02% 14
2025
Q4 		$1.93M Sell
34,926
-18,820
-35% -$995K 0.19% 108
2025
Q3 		$2.82M Buy
53,746
+21,147
+65% +$1.03M 0.3% 67
2025
Q2 		$1.54M Sell
32,599
-6,739
-17% -$284K 0.18% 122
2025
Q1 		$1.57M Sell
39,338
-8,064
-17% -$359K 0.22% 114
2024
Q4 		$2.08M Sell
47,402
-810
-2% -$35.6K 0.29% 71
2024
Q3 		$1.9M Buy
48,212
+834
+2% +$33.4K 0.28% 80
2024
Q2 		$1.88M Buy
+47,378
New +$1.82M 0.31% 71
2023
Q4 		$1.5M Buy
44,647
+22,809
+104% +$664K 0.3% 78
2023
Q3 		$723K Sell
21,838
-15,079
-41% -$446K 0.25% 93
2023
Q2 		$1.06M Buy
36,917
+5,003
+16% +$143K 0.3% 75
2023
Q1 		$908K Buy
31,914
+10,076
+46% +$333K 0.3% 87
2022
Q4 		$723K Buy
+21,838
New +$752K 0.24% 97
2020
Q4 		$427K Buy
+14,095
New +$378K 0.22% 106

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

Coppell Advisory Solutions's BAC Position: Q2 2026 in Review

Coppell Advisory Solutions reduced its Bank of America (BAC) stake by 51% in Q2 2026, selling an estimated $999K and leaving 18,027 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Coppell Advisory Solutions first reported a position in BAC in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.82M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Coppell Advisory Solutions held 18,027 shares of Bank of America worth $17.9K as of Q2 2026.
  • Coppell Advisory Solutions sold 18,787 Bank of America shares in Q2 2026, an estimated $999K.
  • Bank of America made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #482 holding.
  • Coppell Advisory Solutions first reported a position in Bank of America in Q4 2020 and has held it in 15 quarters since.
  • Coppell Advisory Solutions's Bank of America position peaked at $2.82M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.