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CWC Advisors’s Bank of America BAC Stock Holding History

CWC 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 		$334K Sell
5,855
-59
-1% -$3.14K 0.15% 123
2026
Q1 		$288K Hold
5,914
– – 0.14% 123
2025
Q4 		$325K Sell
5,914
-85
-1% -$4.49K 0.16% 121
2025
Q3 		$309K Hold
5,999
– – 0.15% 122
2025
Q2 		$284K Hold
5,999
– – 0.15% 124
2025
Q1 		$250K Buy
+5,999
New +$267K 0.14% 126

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

CWC Advisors's BAC Position: Q2 2026 in Review

CWC Advisors reduced its Bank of America (BAC) stake by 1% in Q2 2026, selling an estimated $3.14K and leaving 5,855 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #123.

CWC Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CWC Advisors held 5,855 shares of Bank of America worth $334K as of Q2 2026.
  • CWC Advisors sold 59 Bank of America shares in Q2 2026, an estimated $3.14K.
  • Bank of America made up 0.15% of CWC Advisors's portfolio in Q2 2026, its #123 holding.
  • CWC Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.