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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
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 $6.73T 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

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

Cora Capital Advisors reduced its Bank of America (BAC) stake by 0.56% in Q2 2026, selling an estimated $2.18K and leaving 7,305 shares worth $416K. The position accounts for 0.12% of the portfolio, ranked #81.

Cora Capital Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cora Capital Advisors held 7,305 shares of Bank of America worth $416K as of Q2 2026.
  • Cora Capital Advisors sold 41 Bank of America shares in Q2 2026, an estimated $2.18K.
  • Bank of America made up 0.12% of Cora Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Cora Capital Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Cora Capital Advisors's Bank of America position peaked at $420K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.