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CoreCap Advisors’s Bank of America BAC Stock Holding History

CoreCap 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 		$1.83M Buy
33,671
+149
+0.4% +$9.08K 0.05% 265
2026
Q2 		$1.91M Sell
33,522
-219
-0.6% -$11.6K 0.06% 259
2026
Q1 		$1.64M Sell
33,741
-1,364
-4% -$70.4K 0.06% 263
2025
Q4 		$1.93M Buy
35,105
+1,105
+3% +$58.4K 0.07% 245
2025
Q3 		$1.75M Sell
34,000
-242
-0.7% -$11.8K 0.06% 256
2025
Q2 		$1.62M Sell
34,242
-68,046
-67% -$2.86M 0.07% 246
2025
Q1 		$4.27M Buy
102,288
+64,824
+173% +$2.89M 0.19% 106
2024
Q4 		$1.65M Sell
37,464
-551
-1% -$24.2K 0.08% 250
2024
Q3 		$1.51M Buy
+38,015
New +$1.52M 0.07% 260
2024
Q2 		– Sell
-36,393
Closed -$1.38M – 1684
2024
Q1 		$1.38M Buy
36,393
+2,155
+6% +$74K 0.07% 245
2023
Q4 		$1.15M Buy
34,238
+3,198
+10% +$93.1K 0.07% 234
2023
Q3 		$850K Sell
31,040
-1,506
-5% -$44.6K 0.06% 254
2023
Q2 		$934K Buy
+32,546
New +$929K 0.07% 257
2022
Q4 		$501K Buy
15,124
+538
+4% +$18.5K 0.04% 352
2022
Q3 		$441K Buy
14,586
+695
+5% +$23.2K 0.04% 334
2022
Q2 		$432K Sell
13,891
-2,623
-16% -$94.4K 0.03% 347
2022
Q1 		$681K Buy
16,514
+884
+6% +$39.9K 0.05% 289
2021
Q4 		$695K Buy
+15,630
New +$712K 0.05% 297

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's BAC Position: Q3 2026 in Review

CoreCap Advisors increased its Bank of America (BAC) stake by 0.44% in Q3 2026, buying an estimated $9.08K and bringing the position to 33,671 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #265.

CoreCap Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.27M in Q1 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • CoreCap Advisors held 33,671 shares of Bank of America worth $1.83M as of Q3 2026.
  • CoreCap Advisors bought 149 Bank of America shares in Q3 2026, an estimated $9.08K.
  • Bank of America made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #265 holding.
  • CoreCap Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Bank of America position peaked at $4.27M in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.