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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.39M Sell
41,891
-2,297
-5% -$122K 0.38% 49
2026
Q1
$2.15M Sell
44,188
-300
-0.7% -$15.5K 0.38% 51
2025
Q4
$2.45M Sell
44,488
-855
-2% -$45.2K 0.45% 43
2025
Q3
$2.34M Hold
45,343
0.45% 43
2025
Q2
$2.15M Buy
45,343
+8,936
+25% +$376K 0.44% 42
2025
Q1
$1.52M Sell
36,407
-999
-3% -$44.5K 0.34% 47
2024
Q4
$1.64M Sell
37,406
-506
-1% -$22.3K 0.38% 46
2024
Q3
$1.5M Sell
37,912
-2,061
-5% -$82.6K 0.35% 47
2024
Q2
$1.59M Sell
39,973
-2,100
-5% -$80.5K 0.39% 44
2024
Q1
$1.6M Sell
42,073
-1,490
-3% -$51.1K 0.4% 44
2023
Q4
$1.47M Sell
43,563
-6,074
-12% -$177K 0.4% 44
2023
Q3
$1.36M Sell
49,637
-12,223
-20% -$362K 0.41% 44
2023
Q2
$1.77M Buy
61,860
+14,426
+30% +$412K 0.52% 43
2023
Q1
$1.36M Buy
47,434
+4,149
+10% +$137K 0.41% 51
2022
Q4
$1.43M Buy
43,285
+2,515
+6% +$86.6K 0.45% 50
2022
Q3
$1.23M Sell
40,770
-3,900
-9% -$130K 0.43% 52
2022
Q2
$1.39M Buy
44,670
+1,000
+2% +$36K 0.46% 54
2022
Q1
$1.8M Buy
43,670
+1,174
+3% +$53K 0.51% 51
2021
Q4
$1.89M Hold
42,496
0.53% 52
2021
Q3
$1.8M Hold
42,496
0.53% 53
2021
Q2
$1.75M Hold
42,496
0.52% 55
2021
Q1
$1.64M Sell
42,496
-223
-0.5% -$7.7K 0.51% 55
2020
Q4
$1.29M Buy
42,719
+10
+0% +$268 0.43% 57
2020
Q3
$1.03M Sell
42,709
-6,450
-13% -$161K 0.38% 61
2020
Q2
$1.16M Buy
49,159
+8,300
+20% +$196K 0.46% 50
2020
Q1
$840K Buy
40,859
+7,356
+22% +$221K 0.39% 42
2019
Q4
$1.18M Buy
33,503
+183
+0.5% +$5.91K 0.47% 33
2019
Q3
$972K Sell
33,320
-2,392
-7% -$68.8K 0.41% 38
2019
Q2
$1.04M Buy
35,712
+5,197
+17% +$150K 0.43% 38
2019
Q1
$842K Buy
30,515
+9,250
+43% +$261K 0.38% 43
2018
Q4
$524K Buy
+21,265
New +$577K 0.35% 48

Other funds holding BAC

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

FLC Capital Advisors reduced its Bank of America (BAC) stake by 5.2% in Q2 2026, selling an estimated $122K and leaving 41,891 shares worth $2.39M. The position accounts for 0.38% of the portfolio, ranked #49.

FLC Capital Advisors first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • FLC Capital Advisors held 41,891 shares of Bank of America worth $2.39M as of Q2 2026.
  • FLC Capital Advisors sold 2,297 Bank of America shares in Q2 2026, an estimated $122K.
  • Bank of America made up 0.38% of FLC Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • FLC Capital Advisors first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • FLC Capital Advisors's Bank of America position peaked at $2.45M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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