Diversify Advisory 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
$18.6M Buy
+299,572
New +$15.9M 0.31% 63
2026
Q1
Sell
-98,958
Closed -$5.24M 265
2025
Q4
$5.24M Sell
98,958
-164
-0.2% -$8.67K 0.17% 100
2025
Q3
$5.31M Buy
99,122
+2,106
+2% +$103K 0.18% 94
2025
Q2
$4.61M Buy
97,016
+6,721
+7% +$283K 0.18% 94
2025
Q1
$3.61M Buy
90,295
+9,315
+12% +$415K 0.23% 77
2024
Q4
$3.65M Sell
80,980
-17,777
-18% -$782K 0.2% 73
2024
Q3
$4.18M Sell
98,757
-8,851
-8% -$355K 0.22% 83
2024
Q2
$4.46M Sell
107,608
-18,447
-15% -$707K 0.24% 77
2024
Q1
$4.73M Buy
+126,055
New +$4.33M 0.28% 78

Other funds holding BAC

Diversify Advisory Services's BAC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Bank of America (BAC) in Q2 2026: 299,572 shares worth $18.6M. The stake represents 0.31% of the portfolio and ranks #63 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BAC as recently as Q4 2025.

Diversify Advisory Services first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Diversify Advisory Services held 299,572 shares of Bank of America worth $18.6M as of Q2 2026.
  • Bank of America was a new Diversify Advisory Services position in Q2 2026.
  • Bank of America made up 0.31% of Diversify Advisory Services's portfolio in Q2 2026, its #63 holding.
  • Diversify Advisory Services first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.