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

January 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	$337K	Sell	5,915 -71	-1%	-$3.78K	0.28%	41
2026 Q1	$292K	Buy	+5,986	New	+$309K	0.39%	44
2022 Q2	$236K	Hold	7,589	–	–	0.21%	37
2022 Q1	$236K	Sell	7,589 -59	-0.8%	-$2.66K	0.21%	37
2021 Q4	$340K	Buy	+7,648	New	+$348K	0.27%	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 $3.38T AUM 44.17% 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

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

January Capital Advisors reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $3.78K and leaving 5,915 shares worth $337K. The position accounts for 0.28% of the portfolio, ranked #41.

January Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 5 quarters since. The position peaked at $340K in Q4 2021. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

January Capital Advisors held 5,915 shares of Bank of America worth $337K as of Q2 2026.
January Capital Advisors sold 71 Bank of America shares in Q2 2026, an estimated $3.78K.
Bank of America made up 0.28% of January Capital Advisors's portfolio in Q2 2026, its #41 holding.
January Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 5 quarters since.
January Capital Advisors's Bank of America position peaked at $340K in Q4 2021.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.