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D'Orazio & Associates’s Bank of America BAC Stock Holding History

D'Orazio & Associates’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 Buy
5,869
+832
+17% +$44.2K 0.04% 203
2026
Q1 		$246K Sell
5,037
-1,285
-20% -$66.3K 0.03% 244
2025
Q4 		$348K Buy
6,322
+2,003
+46% +$106K 0.04% 161
2025
Q3 		$223K Sell
4,319
-74
-2% -$3.61K 0.03% 236
2025
Q2 		$208K Sell
4,393
-2,971
-40% -$125K 0.03% 248
2025
Q1 		$307K Buy
7,364
+589
+9% +$26.2K 0.05% 161
2024
Q4 		$298K Buy
6,775
+639
+10% +$28.1K 0.04% 159
2024
Q3 		$243K Buy
6,136
+171
+3% +$6.85K 0.03% 186
2024
Q2 		$237K Buy
+5,965
New +$229K 0.04% 168
2023
Q4 		– Sell
-8,040
Closed -$220K – 190
2023
Q3 		$220K Sell
8,040
-1,882
-19% -$55.7K 0.05% 122
2023
Q2 		$285K Buy
+9,922
New +$283K 0.07% 100
2023
Q1 		– Sell
-10,953
Closed -$363K – 144
2022
Q4 		$363K Sell
10,953
-1,180
-10% -$40.6K 0.09% 90
2022
Q3 		$366K Buy
+12,133
New +$406K 0.11% 70
2022
Q2 		– Sell
-7,088
Closed -$292K – 116
2022
Q1 		$292K Sell
7,088
-776
-10% -$35K 0.07% 80
2021
Q4 		$350K Buy
7,864
+879
+13% +$40K 0.08% 69
2021
Q3 		$297K Buy
6,985
+1,724
+33% +$69.4K 0.07% 69
2021
Q2 		$217K Buy
5,261
+4,001
+318% +$164K 0.06% 78
2021
Q1 		$49K Buy
1,260
+333
+36% +$11.5K 0.01% 168
2020
Q4 		$28K Sell
927
-201
-18% -$5.39K 0.01% 197
2020
Q3 		$27K Buy
1,128
+59
+6% +$1.47K 0.01% 173
2020
Q2 		$25K Buy
1,069
+2
+0.2% +$47 0.01% 184
2020
Q1 		$23K Buy
1,067
+84
+9% +$2.52K 0.01% 174
2019
Q4 		$35K Buy
983
+61
+7% +$1.97K 0.01% 173
2019
Q3 		$27K Hold
922
– – 0.01% 187
2019
Q2 		$27K Buy
922
+342
+59% +$9.86K 0.01% 176
2019
Q1 		$16K Hold
580
– – ﹤0.01% 207
2018
Q4 		$14K Buy
+580
New +$15.7K ﹤0.01% 204
2018
Q1 		– Sell
-450
Closed -$13K – 293
2017
Q4 		$13K Buy
+450
New +$12.4K ﹤0.01% 201
2017
Q3 		– Sell
-2,000
Closed -$49K – 270
2017
Q2 		$49K Buy
2,000
+500
+33% +$11.7K 0.02% 124
2017
Q1 		$35K Buy
+1,500
New +$35.6K 0.01% 139
2016
Q4 		– Sell
-500
Closed -$7K – 272
2016
Q3 		$7K Hold
500
– – ﹤0.01% 219
2016
Q2 		$7K Hold
500
– – ﹤0.01% 228
2016
Q1 		$6K Hold
500
– – ﹤0.01% 240
2015
Q4 		$8K Hold
500
– – ﹤0.01% 197
2015
Q3 		$8K Hold
500
– – ﹤0.01% 207
2015
Q2 		$9K Hold
500
– – 0.01% 186
2015
Q1 		$8K Hold
500
– – 0.01% 196
2014
Q4 		$9K Hold
500
– – 0.01% 174
2014
Q3 		$9K Hold
500
– – 0.01% 176
2014
Q2 		$8K Hold
500
– – 0.01% 184
2014
Q1 		$9K Hold
500
– – 0.01% 180
2013
Q4 		$8K Buy
+500
New +$7.42K 0.01% 171

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

D'Orazio & Associates's BAC Position: Q2 2026 in Review

D'Orazio & Associates increased its Bank of America (BAC) stake by 17% in Q2 2026, buying an estimated $44.2K and bringing the position to 5,869 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #203.

D'Orazio & Associates first reported a position in BAC in Q4 2013 and has held it in 42 quarters since. The position peaked at $366K in Q3 2022. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • D'Orazio & Associates held 5,869 shares of Bank of America worth $334K as of Q2 2026.
  • D'Orazio & Associates bought 832 Bank of America shares in Q2 2026, an estimated $44.2K.
  • Bank of America made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #203 holding.
  • D'Orazio & Associates first reported a position in Bank of America in Q4 2013 and has held it in 42 quarters since.
  • D'Orazio & Associates's Bank of America position peaked at $366K in Q3 2022.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.