Cypress Wealth Services’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 | $466K | Buy |
8,176
+8
| +0.1% | +$425 | 0.06% | 253 |
|
|
2026
Q1 | $398K | Sell |
8,168
-3,337
| -29% | -$172K | 0.06% | 258 |
|
|
2025
Q4 | $633K | Buy |
11,505
+1,699
| +17% | +$89.8K | 0.09% | 182 |
|
|
2025
Q3 | $506K | Buy |
9,806
+344
| +4% | +$16.8K | 0.08% | 179 |
|
|
2025
Q2 | $448K | Buy |
9,462
+48
| +0.5% | +$2.02K | 0.08% | 185 |
|
|
2025
Q1 | $393K | Sell |
9,414
-2,341
| -20% | -$104K | 0.08% | 179 |
|
|
2024
Q4 | $517K | Buy |
11,755
+608
| +5% | +$26.8K | 0.1% | 152 |
|
|
2024
Q3 | $442K | Buy |
11,147
+146
| +1% | +$5.85K | 0.09% | 161 |
|
|
2024
Q2 | $438K | Buy |
11,001
+726
| +7% | +$27.8K | 0.1% | 159 |
|
|
2024
Q1 | $390K | Sell |
10,275
-73
| -0.7% | -$2.51K | 0.09% | 170 |
|
|
2023
Q4 | $348K | Sell |
10,348
-870
| -8% | -$25.3K | 0.09% | 176 |
|
|
2023
Q3 | $307K | Buy |
11,218
+117
| +1% | +$3.46K | 0.09% | 183 |
|
|
2023
Q2 | $326K | Sell |
11,101
-3,484
| -24% | -$99.4K | 0.09% | 178 |
|
|
2023
Q1 | $417K | Buy |
14,585
+648
| +5% | +$21.4K | 0.12% | 144 |
|
|
2022
Q4 | $462K | Buy |
13,937
+1,065
| +8% | +$36.7K | 0.15% | 127 |
|
|
2022
Q3 | $396K | Sell |
12,872
-984
| -7% | -$32.9K | 0.13% | 136 |
|
|
2022
Q2 | $431K | Buy |
13,856
+646
| +5% | +$23.3K | 0.14% | 129 |
|
|
2022
Q1 | $545K | Sell |
13,210
-226
| -2% | -$10.2K | 0.15% | 113 |
|
|
2021
Q4 | $598K | Sell |
13,436
-141
| -1% | -$6.42K | 0.16% | 97 |
|
|
2021
Q3 | $576K | Sell |
13,577
-2,294
| -14% | -$92.4K | 0.17% | 93 |
|
|
2021
Q2 | $654K | Sell |
15,871
-1,460
| -8% | -$59.8K | 0.18% | 100 |
|
|
2021
Q1 | $671K | Sell |
17,331
-47
| -0.3% | -$1.62K | 0.14% | 120 |
|
|
2020
Q4 | $527K | Buy |
+17,378
| New | +$466K | 0.12% | 146 |
|
|
2020
Q3 | – | Sell |
-17,077
| Closed | -$425K | – | 282 |
|
|
2020
Q2 | $406K | Buy |
17,077
+449
| +3% | +$10.6K | 0.1% | 166 |
|
|
2020
Q1 | $353K | Sell |
16,628
-424
| -2% | -$12.7K | 0.1% | 159 |
|
|
2019
Q4 | $601K | Sell |
17,052
-471
| -3% | -$15.2K | 0.15% | 116 |
|
|
2019
Q3 | $511K | Buy |
17,523
+593
| +4% | +$17.1K | 0.14% | 128 |
|
|
2019
Q2 | $491K | Buy |
16,930
+4,956
| +41% | +$143K | 0.14% | 131 |
|
|
2019
Q1 | $330K | Buy |
+11,974
| New | +$338K | 0.1% | 170 |
|
|
2018
Q4 | – | Sell |
-6,914
| Closed | -$204K | – | 225 |
|
|
2018
Q3 | $204K | Sell |
6,914
-1,518
| -18% | -$46.2K | 0.07% | 212 |
|
|
2018
Q2 | $238K | Buy |
8,432
+341
| +4% | +$10.2K | 0.09% | 191 |
|
|
2018
Q1 | $243K | Buy |
8,091
+2
| +0% | +$63 | 0.1% | 160 |
|
|
2017
Q4 | $239K | Buy |
+8,089
| New | +$223K | 0.1% | 174 |
|
Other funds holding BAC
LMFP
FWIA
ATO
AAIS
CRM
Cypress Wealth Services's BAC Position: Q2 2026 in Review
Cypress Wealth Services increased its Bank of America (BAC) stake by 0.1% in Q2 2026, buying an estimated $425 and bringing the position to 8,176 shares worth $466K. The position accounts for 0.06% of the portfolio, ranked #253.
Cypress Wealth Services first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $671K in Q1 2021. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Cypress Wealth Services held 8,176 shares of Bank of America worth $466K as of Q2 2026.
- Cypress Wealth Services bought 8 Bank of America shares in Q2 2026, an estimated $425.
- Bank of America made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #253 holding.
- Cypress Wealth Services first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
- Cypress Wealth Services's Bank of America position peaked at $671K in Q1 2021.
- 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.