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

Genesee Capital 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	$1.03M	Buy	+18,030	New	+$959K	0.32%	70
2024 Q2	–	Sell	-7,103	Closed	-$269K	–	128
2024 Q1	$269K	Buy	7,103 +39	+0.6%	+$1.34K	0.15%	96
2023 Q4	$238K	Buy	+7,064	New	+$206K	0.15%	92
2020 Q2	–	Sell	-33,189	Closed	-$704K	–	75
2020 Q1	$704K	Sell	33,189 -2,293	-6%	-$68.7K	0.67%	51
2019 Q4	$1.25M	Buy	35,482 +1,387	+4%	+$44.8K	1.06%	29
2019 Q3	$994K	Buy	34,095 +2,776	+9%	+$79.8K	0.92%	37
2019 Q2	$908K	Buy	+31,319	New	+$903K	0.92%	39

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

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

Genesee Capital Advisors opened a new position in Bank of America (BAC) in Q2 2026: 18,030 shares worth $1.03M. The stake represents 0.32% of the portfolio and ranks #70 among its holdings. This is a return to the name: Genesee Capital Advisors previously reported a position in BAC as recently as Q1 2024.

Genesee Capital Advisors first reported a position in BAC in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2019. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Genesee Capital Advisors held 18,030 shares of Bank of America worth $1.03M as of Q2 2026.
Bank of America was a new Genesee Capital Advisors position in Q2 2026.
Bank of America made up 0.32% of Genesee Capital Advisors's portfolio in Q2 2026, its #70 holding.
Genesee Capital Advisors first reported a position in Bank of America in Q2 2019 and has held it in 7 quarters since.
Genesee Capital Advisors's Bank of America position peaked at $1.25M in Q4 2019.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.