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 Q3	$1.03M	Buy	18,844 +814	+5%	+$49.6K	0.32%	66
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Genesee Capital Advisors's BAC Position: Q3 2026 in Review

Genesee Capital Advisors increased its Bank of America (BAC) stake by 4.5% in Q3 2026, buying an estimated $49.6K and bringing the position to 18,844 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #66.

Genesee Capital Advisors first reported a position in BAC in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2019. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Genesee Capital Advisors held 18,844 shares of Bank of America worth $1.03M as of Q3 2026.
Genesee Capital Advisors bought 814 Bank of America shares in Q3 2026, an estimated $49.6K.
Bank of America made up 0.32% of Genesee Capital Advisors's portfolio in Q3 2026, its #66 holding.
Genesee Capital Advisors first reported a position in Bank of America in Q2 2019 and has held it in 8 quarters since.
Genesee Capital Advisors's Bank of America position peaked at $1.25M in Q4 2019.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.