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Edgemoor Investment Advisors’s Bank of America BAC Stock Holding History

Edgemoor Investment 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 		$458K Hold
8,031
– – 0.03% 130
2026
Q1 		$392K Sell
8,031
-2,900
-27% -$150K 0.03% 131
2025
Q4 		$601K Sell
10,931
-375
-3% -$19.8K 0.05% 116
2025
Q3 		$583K Buy
+11,306
New +$552K 0.05% 124
2023
Q3 		– Sell
-7,223
Closed -$207K – 157
2023
Q2 		$207K Sell
7,223
-264,460
-97% -$7.55M 0.02% 156
2023
Q1 		$7.77M Sell
271,683
-7,530
-3% -$249K 0.94% 32
2022
Q4 		$9.25M Sell
279,213
-9,021
-3% -$311K 1.16% 27
2022
Q3 		$8.71M Sell
288,234
-212
-0.1% -$7.09K 1.16% 27
2022
Q2 		$8.98M Sell
288,446
-2,484
-0.9% -$89.4K 1.13% 30
2022
Q1 		$12M Buy
290,930
+20
+0% +$902 1.26% 23
2021
Q4 		$12.9M Sell
290,910
-2,020
-0.7% -$92K 1.33% 21
2021
Q3 		$12.4M Sell
292,930
-69,411
-19% -$2.8M 1.42% 19
2021
Q2 		$14.9M Buy
362,341
+2,266
+0.6% +$92.9K 1.39% 24
2021
Q1 		$13.9M Buy
360,075
+26,790
+8% +$924K 1.4% 23
2020
Q4 		$10.1M Buy
333,285
+14,261
+4% +$382K 1.13% 33
2020
Q3 		$7.68M Sell
319,024
-7,899
-2% -$197K 0.95% 39
2020
Q2 		$7.76M Buy
326,923
+9,090
+3% +$215K 1.04% 38
2020
Q1 		$6.75M Buy
317,833
+12,923
+4% +$387K 1.1% 35
2019
Q4 		$10.7M Buy
304,910
+12,886
+4% +$416K 1.22% 33
2019
Q3 		$8.52M Buy
292,024
+37,332
+15% +$1.07M 1.05% 41
2019
Q2 		$7.39M Buy
254,692
+89,170
+54% +$2.57M 0.93% 42
2019
Q1 		$4.57M Buy
165,522
+88,870
+116% +$2.51M 0.6% 52
2018
Q4 		$1.89M Buy
76,652
+65,535
+590% +$1.78M 0.28% 70
2018
Q3 		$328K Hold
11,117
– – 0.04% 108
2018
Q2 		$313K Hold
11,117
– – 0.04% 109
2018
Q1 		$333K Hold
11,117
– – 0.04% 112
2017
Q4 		$347K Buy
11,117
+2,857
+35% +$78.8K 0.04% 110
2017
Q3 		$209K Buy
+8,260
New +$200K 0.03% 136

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

Edgemoor Investment Advisors's BAC Position: Q2 2026 in Review

Edgemoor Investment Advisors held its Bank of America (BAC) position steady in Q2 2026 at 8,031 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #130.

Edgemoor Investment Advisors first reported a position in BAC in Q3 2017 and has held it in 28 quarters since. The position peaked at $14.9M in Q2 2021. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Edgemoor Investment Advisors held 8,031 shares of Bank of America worth $458K as of Q2 2026.
  • Edgemoor Investment Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Edgemoor Investment Advisors first reported a position in Bank of America in Q3 2017 and has held it in 28 quarters since.
  • Edgemoor Investment Advisors's Bank of America position peaked at $14.9M in Q2 2021.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.