CX Institutional’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Buy |
34,279
+1,760
| +5% | +$93.6K | 0.06% | 254 |
|
|
2026
Q1 | $1.58M | Sell |
32,519
-2,048
| -6% | -$106K | 0.05% | 282 |
|
|
2025
Q4 | $1.9M | Sell |
34,567
-1,064
| -3% | -$56.2K | 0.06% | 206 |
|
|
2025
Q3 | $1.84M | Buy |
35,631
+1,481
| +4% | +$72.3K | 0.06% | 211 |
|
|
2025
Q2 | $1.62M | Buy |
34,150
+2,439
| +8% | +$103K | 0.06% | 211 |
|
|
2025
Q1 | $1.32M | Sell |
31,711
-1,457
| -4% | -$64.9K | 0.05% | 241 |
|
|
2024
Q4 | $1.46M | Sell |
33,168
-95
| -0.3% | -$4.18K | 0.06% | 209 |
|
|
2024
Q3 | $1.32M | Buy |
33,263
+1,667
| +5% | +$66.8K | 0.06% | 245 |
|
|
2024
Q2 | $1.26M | Buy |
31,596
+925
| +3% | +$35.5K | 0.06% | 243 |
|
|
2024
Q1 | $1.16M | Buy |
30,671
+11,746
| +62% | +$403K | 0.06% | 260 |
|
|
2023
Q4 | $637K | Sell |
18,925
-18,101
| -49% | -$527K | 0.03% | 307 |
|
|
2023
Q3 | $1.01M | Buy |
37,026
+3,892
| +12% | +$115K | 0.06% | 249 |
|
|
2023
Q2 | $951K | Buy |
33,134
+19,290
| +139% | +$550K | 0.05% | 283 |
|
|
2023
Q1 | $396K | Sell |
13,844
-3,825
| -22% | -$126K | 0.02% | 370 |
|
|
2022
Q4 | $585K | Buy |
17,669
+6,614
| +60% | +$228K | 0.04% | 349 |
|
|
2022
Q3 | $334K | Sell |
11,055
-554
| -5% | -$18.5K | 0.02% | 380 |
|
|
2022
Q2 | $361K | Sell |
11,609
-621
| -5% | -$22.4K | 0.03% | 367 |
|
|
2022
Q1 | $504K | Sell |
12,230
-95
| -0.8% | -$4.29K | 0.04% | 270 |
|
|
2021
Q4 | $548K | Buy |
12,325
+744
| +6% | +$33.9K | 0.04% | 242 |
|
|
2021
Q3 | $492K | Sell |
11,581
-579
| -5% | -$23.3K | 0.04% | 264 |
|
|
2021
Q2 | $501K | Sell |
12,160
-250
| -2% | -$10.2K | 0.04% | 248 |
|
|
2021
Q1 | $480K | Sell |
12,410
-90,263
| -88% | -$3.11M | 0.04% | 231 |
|
|
2020
Q4 | $3.11M | Sell |
102,673
-13,714
| -12% | -$368K | 0.3% | 89 |
|
|
2020
Q3 | $2.8M | Buy |
116,387
+111,767
| +2,419% | +$2.78M | 0.3% | 92 |
|
|
2020
Q2 | $110K | Buy |
4,620
+1,098
| +31% | +$25.9K | 0.01% | 278 |
|
|
2020
Q1 | $75K | Sell |
3,522
-274
| -7% | -$8.21K | 0.01% | 292 |
|
|
2019
Q4 | $134K | Buy |
3,796
+946
| +33% | +$30.6K | 0.02% | 212 |
|
|
2019
Q3 | $83K | Buy |
2,850
+459
| +19% | +$13.2K | 0.01% | 264 |
|
|
2019
Q2 | $69K | Buy |
2,391
+1,377
| +136% | +$39.7K | 0.01% | 302 |
|
|
2019
Q1 | $28K | Buy |
1,014
+173
| +21% | +$4.89K | ﹤0.01% | 371 |
|
|
2018
Q4 | $21K | Sell |
841
-44,269
| -98% | -$1.2M | ﹤0.01% | 314 |
|
|
2018
Q3 | $1.33M | Buy |
45,110
+2,294
| +5% | +$69.9K | 0.44% | 72 |
|
|
2018
Q2 | $1.21M | Buy |
+42,816
| New | +$1.28M | 0.45% | 68 |
|
Other funds holding BAC
LMFP
FWIA
CRM
OIAM
DJC
CNB
CX Institutional's BAC Position: Q2 2026 in Review
CX Institutional increased its Bank of America (BAC) stake by 5.4% in Q2 2026, buying an estimated $93.6K and bringing the position to 34,279 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #254.
CX Institutional first reported a position in BAC in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.11M in Q4 2020. 840 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- CX Institutional held 34,279 shares of Bank of America worth $1.95M as of Q2 2026.
- CX Institutional bought 1,760 Bank of America shares in Q2 2026, an estimated $93.6K.
- Bank of America made up 0.06% of CX Institutional's portfolio in Q2 2026, its #254 holding.
- CX Institutional first reported a position in Bank of America in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Bank of America position peaked at $3.11M in Q4 2020.
- 840 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.