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

Cottonwood 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 		$271K Buy
4,751
+13
+0.3% +$691 0.16% 80
2026
Q1 		$231K Buy
4,738
+19
+0.4% +$980 0.16% 85
2025
Q4 		$260K Buy
4,719
+15
+0.3% +$793 0.19% 79
2025
Q3 		$243K Sell
4,704
-5,305
-53% -$259K 0.18% 81
2025
Q2 		$474K Sell
10,009
-51
-0.5% -$2.15K 0.32% 67
2025
Q1 		$420K Sell
10,060
-784
-7% -$34.9K 0.31% 70
2024
Q4 		$477K Buy
10,844
+2,938
+37% +$129K 0.34% 59
2024
Q3 		$314K Sell
7,906
-299
-4% -$12K 0.23% 86
2024
Q2 		$340K Sell
8,205
-1,319
-14% -$50.5K 0.27% 77
2024
Q1 		$342K Sell
9,524
-726
-7% -$24.9K 0.27% 79
2023
Q4 		$345K Sell
10,250
-1,634
-14% -$47.6K 0.28% 77
2023
Q3 		$325K Buy
11,884
+551
+5% +$16.3K 0.3% 73
2023
Q2 		$325K Sell
11,333
-413
-4% -$11.8K 0.3% 69
2023
Q1 		$336K Buy
11,746
+430
+4% +$14.2K 0.31% 66
2022
Q4 		$375K Buy
11,316
+1,164
+11% +$40.1K 0.33% 63
2022
Q3 		$307K Buy
10,152
+1,672
+20% +$55.9K 0.29% 69
2022
Q2 		$264K Buy
8,480
+1,618
+24% +$58.3K 0.24% 73
2022
Q1 		$283K Sell
6,862
-39
-0.6% -$1.76K 0.22% 76
2021
Q4 		$307K Buy
+6,901
New +$314K 0.24% 77

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cottonwood Capital Advisors increased its Bank of America (BAC) stake by 0.27% in Q2 2026, buying an estimated $691 and bringing the position to 4,751 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #80.

Cottonwood Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $477K in Q4 2024. 1,675 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cottonwood Capital Advisors held 4,751 shares of Bank of America worth $271K as of Q2 2026.
  • Cottonwood Capital Advisors bought 13 Bank of America shares in Q2 2026, an estimated $691.
  • Bank of America made up 0.16% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #80 holding.
  • Cottonwood Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's Bank of America position peaked at $477K in Q4 2024.
  • 1,675 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.