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Elevated Capital Advisors’s Bank of America BAC Stock Holding History

Elevated Capital 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 		$433K Sell
7,601
-3,315
-30% -$176K 0.12% 141
2026
Q1 		$532K Sell
10,916
-5,635
-34% -$291K 0.13% 172
2025
Q4 		$910K Buy
16,551
+3,429
+26% +$181K 0.21% 120
2025
Q3 		$677K Buy
13,122
+3,248
+33% +$158K 0.17% 162
2025
Q2 		$412K Hold
9,874
– – 0.12% 205
2025
Q1 		$412K Sell
9,874
-278
-3% -$12.4K 0.12% 205
2024
Q4 		$446K Buy
10,152
+2,325
+30% +$102K 0.12% 202
2024
Q3 		$311K Buy
+7,827
New +$314K 0.08% 241
2021
Q1 		– Sell
-10,445
Closed -$317K – 161
2020
Q4 		$317K Buy
+10,445
New +$280K 0.14% 148

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

Elevated Capital Advisors's BAC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Bank of America (BAC) stake by 30% in Q2 2026, selling an estimated $176K and leaving 7,601 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #141.

Elevated Capital Advisors first reported a position in BAC in Q4 2020 and has held it in 9 quarters since. The position peaked at $910K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Elevated Capital Advisors held 7,601 shares of Bank of America worth $433K as of Q2 2026.
  • Elevated Capital Advisors sold 3,315 Bank of America shares in Q2 2026, an estimated $176K.
  • Bank of America made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Elevated Capital Advisors first reported a position in Bank of America in Q4 2020 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Bank of America position peaked at $910K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.