Cora Capital Advisors
BAC icon

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

Cora 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
Q3 		$398K Buy
7,308
+3
+0% +$183 0.11% 84
2026
Q2 		$416K Sell
7,305
-41
-0.6% -$2.18K 0.12% 81
2026
Q1 		$358K Sell
7,346
-296
-4% -$15.3K 0.12% 85
2025
Q4 		$420K Buy
7,642
+972
+15% +$51.4K 0.16% 70
2025
Q3 		$344K Sell
6,670
-182
-3% -$8.88K 0.15% 74
2025
Q2 		$324K Buy
6,852
+901
+15% +$37.9K 0.14% 74
2025
Q1 		$248K Buy
5,951
+125
+2% +$5.57K 0.12% 88
2024
Q4 		$256K Buy
5,826
+12
+0.2% +$528 0.12% 85
2024
Q3 		$231K Sell
5,814
-522
-8% -$20.9K 0.11% 88
2024
Q2 		$252K Buy
6,336
+2
+0% +$77 0.13% 81
2024
Q1 		$240K Buy
6,334
+8
+0.1% +$275 0.13% 81
2023
Q4 		$213K Buy
+6,326
New +$184K 0.13% 90

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Cora Capital Advisors's BAC Position: Q3 2026 in Review

Cora Capital Advisors increased its Bank of America (BAC) stake by 0.04% in Q3 2026, buying an estimated $183 and bringing the position to 7,308 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #84.

Cora Capital Advisors first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $420K in Q4 2025. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Cora Capital Advisors held 7,308 shares of Bank of America worth $398K as of Q3 2026.
  • Cora Capital Advisors bought 3 Bank of America shares in Q3 2026, an estimated $183.
  • Bank of America made up 0.11% of Cora Capital Advisors's portfolio in Q3 2026, its #84 holding.
  • Cora Capital Advisors first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Cora Capital Advisors's Bank of America position peaked at $420K in Q4 2025.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Cora Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.