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Excelsior Advisor Network’s Bank of America BAC Stock Holding History

Excelsior Advisor Network’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 		$2.06M Buy
36,142
+6,735
+23% +$358K 0.27% 86
2026
Q1 		$1.43M Sell
29,407
-348
-1% -$18K 0.55% 44
2025
Q4 		$1.64M Buy
+29,755
New +$1.57M 0.8% 28

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

Excelsior Advisor Network's BAC Position: Q2 2026 in Review

Excelsior Advisor Network increased its Bank of America (BAC) stake by 23% in Q2 2026, buying an estimated $358K and bringing the position to 36,142 shares worth $2.06M. The position accounts for 0.27% of the portfolio, ranked #86.

Excelsior Advisor Network first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,601 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Excelsior Advisor Network held 36,142 shares of Bank of America worth $2.06M as of Q2 2026.
  • Excelsior Advisor Network bought 6,735 Bank of America shares in Q2 2026, an estimated $358K.
  • Bank of America made up 0.27% of Excelsior Advisor Network's portfolio in Q2 2026, its #86 holding.
  • Excelsior Advisor Network first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,601 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.