Evergreen Advisors’s Bank of America BAC Stock Holding History

Evergreen 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	–	Sell	-5	Closed	-$261	–	44
2026 Q1	$261	Buy	+5	New	+$258	﹤0.01%	165

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Advisors's BAC Position: Q2 2026 in Review

Evergreen Advisors sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5 shares — an estimated $261 sold.

Evergreen Advisors first reported a position in BAC in Q1 2026 and held it in 1 quarter. The position peaked at $261 in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Evergreen Advisors reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 5 Bank of America shares in Q2 2026, an estimated $261.
Evergreen Advisors first reported a position in Bank of America in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Bank of America position peaked at $261 in Q1 2026.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.