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DCM Advisors’s Bank of America BAC Stock Holding History

DCM 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 		$11.6M Buy
203,369
+7,332
+4% +$390K 4.57% 4
2026
Q1 		$9.56M Sell
196,037
-1,083
-0.5% -$55.9K 4.35% 5
2025
Q4 		$10.8M Sell
197,120
-580
-0.3% -$30.7K 4.5% 7
2025
Q3 		$10.2M Sell
197,700
-8,409
-4% -$410K 4.3% 9
2025
Q2 		$9.75M Buy
206,109
+19,425
+10% +$817K 4.18% 11
2025
Q1 		$7.73M Sell
186,684
-13,972
-7% -$623K 4.12% 10
2024
Q4 		$8.8M Buy
200,656
+13,945
+7% +$614K 4.13% 10
2024
Q3 		$7.41M Sell
186,711
-1,275
-0.7% -$51.1K 3.73% 11
2024
Q2 		$7.48M Sell
187,986
-29,768
-14% -$1.14M 3.95% 7
2024
Q1 		$8.26M Sell
217,754
-22,554
-9% -$774K 3.4% 8
2023
Q4 		$8.09M Buy
240,308
+7,860
+3% +$229K 2.9% 9
2023
Q3 		$6.36M Sell
232,448
-2,590
-1% -$76.6K 2.88% 12
2023
Q2 		$6.74M Sell
235,038
-132
-0.1% -$3.77K 2.89% 11
2023
Q1 		$6.73M Sell
235,170
-964
-0.4% -$31.8K 3.13% 9
2022
Q4 		$7.82M Buy
236,134
+108,160
+85% +$3.73M 3.79% 4
2022
Q3 		$3.86M Buy
127,974
+274
+0.2% +$9.16K 1.94% 6
2022
Q2 		$3.98M Sell
127,700
-37,353
-23% -$1.34M 1.72% 7
2022
Q1 		$6.8M Sell
165,053
-8,159
-5% -$368K 2.41% 4
2021
Q4 		$7.71M Buy
173,212
+45,756
+36% +$2.08M 2.27% 5
2021
Q3 		$5.41M Buy
127,456
+92,425
+264% +$3.72M 2.08% 7
2021
Q2 		$1.44M Buy
35,031
+1,931
+6% +$79.2K 0.82% 30
2021
Q1 		$1.28M Buy
33,100
+19,500
+143% +$673K 0.75% 37
2020
Q4 		$412K Buy
+13,600
New +$365K 0.24% 113

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

DCM Advisors's BAC Position: Q2 2026 in Review

DCM Advisors increased its Bank of America (BAC) stake by 3.7% in Q2 2026, buying an estimated $390K and bringing the position to 203,369 shares worth $11.6M. The position accounts for 4.57% of the portfolio, ranked #4.

DCM Advisors first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • DCM Advisors held 203,369 shares of Bank of America worth $11.6M as of Q2 2026.
  • DCM Advisors bought 7,332 Bank of America shares in Q2 2026, an estimated $390K.
  • Bank of America made up 4.57% of DCM Advisors's portfolio in Q2 2026, its #4 holding.
  • DCM Advisors first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.