Joseph P. Lucia & Associates’s Bank of America BAC Stock Holding History

Joseph P. Lucia & Associates’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	$233K	Buy	+4,084	New	+$217K	0.07%	170
2026 Q1	–	Sell	-4,201	Closed	-$231K	–	171
2025 Q4	$231K	Buy	4,201 +1	+0%	+$53	0.08%	149
2025 Q3	$217K	Buy	+4,200	New	+$205K	0.08%	147
2022 Q3	–	Sell	-3,363	Closed	-$105K	–	129
2022 Q2	$105K	Sell	3,363 -325	-9%	-$11.7K	0.07%	137
2022 Q1	$152K	Buy	+3,688	New	+$166K	0.09%	132
2021 Q4	–	Sell	-4,388	Closed	-$186K	–	159
2021 Q3	$186K	Sell	4,388 -51	-1%	-$2.05K	0.11%	129
2021 Q2	$183K	Buy	4,439 +250	+6%	+$10.2K	0.11%	129
2021 Q1	$162K	Hold	4,189	–	–	0.07%	123
2020 Q4	$127K	Buy	+4,189	New	+$112K	0.09%	133
2020 Q3	–	Sell	-3,741	Closed	-$89K	–	113
2020 Q2	$89K	Hold	3,741	–	–	0.08%	144
2020 Q1	$79K	Buy	3,741 +25	+0.7%	+$749	0.09%	136
2019 Q4	$131K	Hold	3,716	–	–	0.12%	119
2019 Q3	$108K	Hold	3,716	–	–	0.11%	123
2019 Q2	$108K	Hold	3,716	–	–	0.11%	118
2019 Q1	$108K	Buy	+3,716	New	+$105K	0.19%	79

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

Joseph P. Lucia & Associates's BAC Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in Bank of America (BAC) in Q2 2026: 4,084 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in BAC as recently as Q4 2025.

Joseph P. Lucia & Associates first reported a position in BAC in Q1 2019 and has held it in 15 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Joseph P. Lucia & Associates held 4,084 shares of Bank of America worth $233K as of Q2 2026.
Bank of America was a new Joseph P. Lucia & Associates position in Q2 2026.
Bank of America made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #170 holding.
Joseph P. Lucia & Associates first reported a position in Bank of America in Q1 2019 and has held it in 15 quarters since.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.