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

Gradient 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	$1.11M	Sell	19,534 -2,163	-10%	-$115K	0.26%	69
2026 Q1	$1.06M	Buy	21,697 +59	+0.3%	+$3.04K	0.27%	66
2025 Q4	$1.19M	Sell	21,638 -421	-2%	-$22.3K	0.31%	63
2025 Q3	$1.14M	Sell	22,059 -732	-3%	-$35.7K	0.31%	62
2025 Q2	$1.08M	Sell	22,791 -471	-2%	-$19.8K	0.32%	62
2025 Q1	$971K	Buy	23,262 +74	+0.3%	+$3.3K	0.32%	58
2024 Q4	$1.02M	Buy	23,188 +277	+1%	+$12.2K	0.33%	60
2024 Q3	$909K	Buy	22,911 +378	+2%	+$15.1K	0.3%	68
2024 Q2	$896K	Sell	22,533 -206	-0.9%	-$7.89K	0.32%	64
2024 Q1	$862K	Sell	22,739 -1,813	-7%	-$62.2K	0.32%	68
2023 Q4	$827K	Sell	24,552 -190	-0.8%	-$5.53K	0.31%	72
2023 Q3	$677K	Buy	24,742 +93	+0.4%	+$2.75K	0.28%	70
2023 Q2	$707K	Sell	24,649 -754	-3%	-$21.5K	0.28%	71
2023 Q1	$727K	Sell	25,403 -178	-0.7%	-$5.88K	0.31%	68
2022 Q4	$847K	Buy	25,581 +87	+0.3%	+$3K	0.39%	62
2022 Q3	$770K	Sell	25,494 -72	-0.3%	-$2.41K	0.37%	64
2022 Q2	$796K	Buy	25,566 +80	+0.3%	+$2.88K	0.38%	57
2022 Q1	$1.05M	Buy	25,486 +114	+0.4%	+$5.14K	0.45%	52
2021 Q4	$1.13M	Sell	25,372 -1,700	-6%	-$77.4K	0.47%	50
2021 Q3	$1.15M	Buy	27,072 +845	+3%	+$34K	0.53%	45
2021 Q2	$1.08M	Buy	26,227 +41	+0.2%	+$1.68K	0.51%	45
2021 Q1	$1.01M	Buy	26,186 +60	+0.2%	+$2.07K	0.54%	41
2020 Q4	$792K	Sell	26,126 -2,647	-9%	-$70.9K	0.45%	48
2020 Q3	$693K	Buy	28,773 +4,247	+17%	+$106K	0.43%	52
2020 Q2	$583K	Buy	24,526 +410	+2%	+$9.69K	0.39%	55
2020 Q1	$512K	Buy	24,116 +851	+4%	+$25.5K	0.41%	54
2019 Q4	$819K	Buy	23,265 +4,575	+24%	+$148K	0.57%	42
2019 Q3	$545K	Buy	18,690 +444	+2%	+$12.8K	0.41%	56
2019 Q2	$529K	Buy	18,246 +53	+0.3%	+$1.53K	0.41%	52
2019 Q1	$502K	Hold	18,193	–	–	0.4%	53
2018 Q4	$448K	Buy	18,193 +380	+2%	+$10.3K	0.39%	53
2018 Q3	$525K	Buy	17,813 +42	+0.2%	+$1.28K	0.44%	52
2018 Q2	$501K	Buy	17,771 +223	+1%	+$6.65K	0.47%	47
2018 Q1	$526K	Buy	17,548 +1,203	+7%	+$37.8K	0.53%	40
2017 Q4	$483K	Buy	+16,345	New	+$451K	0.49%	41

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Gradient Capital Advisors reduced its Bank of America (BAC) stake by 10% in Q2 2026, selling an estimated $115K and leaving 19,534 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #69.

Gradient Capital Advisors first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.19M in Q4 2025. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Gradient Capital Advisors held 19,534 shares of Bank of America worth $1.11M as of Q2 2026.
Gradient Capital Advisors sold 2,163 Bank of America shares in Q2 2026, an estimated $115K.
Bank of America made up 0.26% of Gradient Capital Advisors's portfolio in Q2 2026, its #69 holding.
Gradient Capital Advisors first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's Bank of America position peaked at $1.19M in Q4 2025.
739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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