Founders Capital Management (Connecticut)’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
$544K Sell
9,542
-176
-2% -$9.36K 0.08% 55
2026
Q1
$474K Sell
9,718
-72
-0.7% -$3.71K 0.08% 57
2025
Q4
$538K Sell
9,790
-721
-7% -$38.1K 0.08% 60
2025
Q3
$542K Hold
10,511
0.08% 59
2025
Q2
$497K Hold
10,511
0.08% 60
2025
Q1
$439K Sell
10,511
-1,920
-15% -$85.6K 0.08% 59
2024
Q4
$546K Hold
12,431
0.1% 55
2024
Q3
$493K Sell
12,431
-6,040
-33% -$242K 0.09% 60
2024
Q2
$735K Sell
18,471
-314
-2% -$12K 0.13% 50
2024
Q1
$712K Hold
18,785
0.13% 50
2023
Q4
$632K Hold
18,785
0.13% 52
2023
Q3
$514K Sell
18,785
-157
-0.8% -$4.64K 0.12% 53
2023
Q2
$543K Sell
18,942
-3
-0% -$86 0.12% 53
2023
Q1
$542K Buy
18,945
+175
+0.9% +$5.78K 0.13% 51
2022
Q4
$622K Hold
18,770
0.17% 51
2022
Q3
$567K Hold
18,770
0.16% 52
2022
Q2
$584K Hold
18,770
0.15% 52
2022
Q1
$774K Hold
18,770
0.17% 47
2021
Q4
$835K Sell
18,770
-5,080
-21% -$231K 0.18% 42
2021
Q3
$1.01M Sell
23,850
-5,000
-17% -$201K 0.26% 38
2021
Q2
$1.19M Buy
28,850
+635
+2% +$26K 0.29% 43
2021
Q1
$1.09M Buy
28,215
+945
+3% +$32.6K 0.27% 44
2020
Q4
$827K Hold
27,270
0.24% 44
2020
Q3
$657K Hold
27,270
0.21% 42
2020
Q2
$648K Buy
27,270
+15,680
+135% +$370K 0.22% 42
2020
Q1
$246K Buy
11,590
+4,739
+69% +$142K 0.1% 55
2019
Q4
$241K Buy
+6,851
New +$221K 0.08% 54

Other funds holding BAC

Founders Capital Management (Connecticut)'s BAC Position: Q2 2026 in Review

Founders Capital Management (Connecticut) reduced its Bank of America (BAC) stake by 1.8% in Q2 2026, selling an estimated $9.36K and leaving 9,542 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #55.

Founders Capital Management (Connecticut) first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q2 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Founders Capital Management (Connecticut) held 9,542 shares of Bank of America worth $544K as of Q2 2026.
  • Founders Capital Management (Connecticut) sold 176 Bank of America shares in Q2 2026, an estimated $9.36K.
  • Bank of America made up 0.08% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #55 holding.
  • Founders Capital Management (Connecticut) first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Founders Capital Management (Connecticut)'s Bank of America position peaked at $1.19M in Q2 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.