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Emerald Advisors’s Bank of America BAC Stock Holding History

Emerald 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 		$208K Buy
+3,642
New +$194K 0.03% 126
2023
Q3 		– Sell
-10,881
Closed -$312K – 79
2023
Q2 		$312K Sell
10,881
-906
-8% -$25.9K 0.08% 67
2023
Q1 		$337K Sell
11,787
-636
-5% -$21K 0.09% 57
2022
Q4 		$411K Sell
12,423
-1,587
-11% -$54.7K 0.11% 50
2022
Q3 		$423K Buy
14,010
+343
+3% +$11.5K 0.12% 55
2022
Q2 		$425K Buy
13,667
+164
+1% +$5.91K 0.12% 54
2022
Q1 		$557K Buy
13,503
+337
+3% +$15.2K 0.13% 49
2021
Q4 		$586K Sell
13,166
-3,462
-21% -$158K 0.14% 47
2021
Q3 		$706K Buy
16,628
+336
+2% +$13.5K 0.2% 39
2021
Q2 		$672K Buy
16,292
+105
+0.6% +$4.3K 0.21% 38
2021
Q1 		$626K Sell
16,187
-2,858
-15% -$98.6K 0.23% 35
2020
Q4 		$577K Buy
+19,045
New +$510K 0.2% 34

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

Emerald Advisors's BAC Position: Q2 2026 in Review

Emerald Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,642 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #126 among its holdings. This is a return to the name: Emerald Advisors previously reported a position in BAC as recently as Q2 2023.

Emerald Advisors first reported a position in BAC in Q4 2020 and has held it in 12 quarters since. The position peaked at $706K in Q3 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Emerald Advisors held 3,642 shares of Bank of America worth $208K as of Q2 2026.
  • Bank of America was a new Emerald Advisors position in Q2 2026.
  • Bank of America made up 0.03% of Emerald Advisors's portfolio in Q2 2026, its #126 holding.
  • Emerald Advisors first reported a position in Bank of America in Q4 2020 and has held it in 12 quarters since.
  • Emerald Advisors's Bank of America position peaked at $706K in Q3 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.