JWCA
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J.W. Cole Advisors’s Bank of America BAC Stock Holding History

J.W. Cole 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 		$12.3M Buy
216,525
+765
+0.4% +$40.7K 0.21% 102
2026
Q1 		$10.5M Sell
215,760
-37,911
-15% -$1.96M 0.36% 59
2025
Q4 		$12.6M Sell
253,671
-20,530
-7% -$1.09M 0.3% 59
2025
Q3 		$14.1M Buy
274,201
+4,141
+2% +$202K 0.27% 62
2025
Q2 		$12.8M Buy
270,060
+30,669
+13% +$1.29M 0.27% 64
2025
Q1 		$9.99M Buy
239,391
+128,954
+117% +$5.75M 0.31% 57
2024
Q4 		$4.85M Buy
110,437
+2,834
+3% +$125K 0.2% 110
2024
Q3 		$4.27M Buy
107,603
+1,425
+1% +$57.1K 0.18% 127
2024
Q2 		$4.22M Sell
106,178
-5,824
-5% -$223K 0.2% 106
2024
Q1 		$4.25M Sell
112,002
-2,912
-3% -$100K 0.21% 102
2023
Q4 		$3.87M Buy
114,914
+655
+0.6% +$19.1K 0.23% 101
2023
Q3 		$3.13M Sell
114,259
-5,454
-5% -$161K 0.23% 106
2023
Q2 		$3.43M Buy
119,713
+1,621
+1% +$46.3K 0.24% 99
2023
Q1 		$3.38M Buy
118,092
+20,829
+21% +$688K 0.24% 105
2022
Q4 		$3.22M Buy
97,263
+4,845
+5% +$167K 0.25% 99
2022
Q3 		$2.79M Sell
92,418
-11,919
-11% -$398K 0.23% 108
2022
Q2 		$3.25M Buy
104,337
+5,423
+5% +$195K 0.26% 92
2022
Q1 		$4.08M Buy
98,914
+34,931
+55% +$1.58M 0.27% 83
2021
Q4 		$2.85M Sell
63,983
-269
-0.4% -$12.3K 0.19% 130
2021
Q3 		$2.73M Buy
64,252
+18,121
+39% +$730K 0.19% 84
2021
Q2 		$1.9M Sell
46,131
-970
-2% -$39.8K 0.15% 162
2021
Q1 		$1.82M Buy
47,101
+2,419
+5% +$83.5K 0.18% 139
2020
Q4 		$1.35M Sell
44,682
-171,841
-79% -$4.61M 0.14% 180
2020
Q3 		$5.22M Buy
216,523
+158,992
+276% +$3.96M 0.4% 57
2020
Q2 		$1.37M Buy
+57,531
New +$1.36M 0.21% 128
2020
Q1 		– Sell
-51,053
Closed -$1.8M – 135
2019
Q4 		$1.8M Buy
+51,053
New +$1.65M 0.23% 121

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's BAC Position: Q2 2026 in Review

J.W. Cole Advisors increased its Bank of America (BAC) stake by 0.35% in Q2 2026, buying an estimated $40.7K and bringing the position to 216,525 shares worth $12.3M. The position accounts for 0.21% of the portfolio, ranked #102.

J.W. Cole Advisors first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.1M in Q3 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • J.W. Cole Advisors held 216,525 shares of Bank of America worth $12.3M as of Q2 2026.
  • J.W. Cole Advisors bought 765 Bank of America shares in Q2 2026, an estimated $40.7K.
  • Bank of America made up 0.21% of J.W. Cole Advisors's portfolio in Q2 2026, its #102 holding.
  • J.W. Cole Advisors first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Bank of America position peaked at $14.1M in Q3 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.