Kovack Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.11M Buy
36,542
+6,574
+22% +$350K 0.1% 202
2026
Q1
$1.47M Sell
29,968
-4,786
-14% -$247K 0.08% 246
2025
Q4
$1.91M Buy
34,754
+7,796
+29% +$412K 0.09% 218
2025
Q3
$1.39M Buy
26,958
+447
+2% +$21.8K 0.13% 155
2025
Q2
$1.25M Sell
26,511
-3,969
-13% -$167K 0.12% 165
2025
Q1
$1.27M Sell
30,480
-275
-0.9% -$12.3K 0.13% 143
2024
Q4
$1.35M Buy
30,755
+3,726
+14% +$164K 0.13% 130
2024
Q3
$1.07M Sell
27,029
-2,775
-9% -$111K 0.11% 155
2024
Q2
$1.19M Buy
29,804
+1,050
+4% +$40.2K 0.13% 154
2024
Q1
$1.09M Buy
28,754
+232
+0.8% +$7.96K 0.13% 139
2023
Q4
$960K Sell
28,522
-581
-2% -$16.9K 0.11% 175
2023
Q3
$797K Buy
29,103
+122
+0.4% +$3.61K 0.11% 175
2023
Q2
$831K Sell
28,981
-935
-3% -$26.7K 0.11% 184
2023
Q1
$856K Sell
29,916
-1,380
-4% -$45.6K 0.12% 185
2022
Q4
$1.04M Sell
31,296
-1,118
-3% -$38.5K 0.15% 142
2022
Q3
$979K Buy
32,414
+262
+0.8% +$8.76K 0.14% 153
2022
Q2
$1M Sell
32,152
-5,019
-14% -$181K 0.13% 162
2022
Q1
$1.53M Sell
37,171
-2,190
-6% -$98.8K 0.16% 139
2021
Q4
$1.75M Buy
39,361
+1,525
+4% +$69.5K 0.17% 134
2021
Q3
$1.61M Sell
37,836
-3,930
-9% -$158K 0.17% 143
2021
Q2
$1.72M Buy
41,766
+410
+1% +$16.8K 0.2% 133
2021
Q1
$1.6M Buy
41,356
+3,839
+10% +$132K 0.21% 127
2020
Q4
$1.14M Buy
37,517
+2,912
+8% +$78K 0.16% 143
2020
Q3
$834K Buy
34,605
+356
+1% +$8.86K 0.15% 161
2020
Q2
$813K Buy
34,249
+3,673
+12% +$86.8K 0.16% 149
2020
Q1
$649K Buy
30,576
+1,728
+6% +$51.8K 0.15% 151
2019
Q4
$1.02M Sell
28,848
-2,019
-7% -$65.3K 0.18% 140
2019
Q3
$900K Buy
30,867
+6,519
+27% +$187K 0.18% 137
2019
Q2
$706K Sell
24,348
-2,817
-10% -$81.2K 0.16% 149
2019
Q1
$749K Sell
27,165
-660
-2% -$18.7K 0.19% 136
2018
Q4
$686K Buy
27,825
+3,117
+13% +$84.6K 0.2% 126
2018
Q3
$728K Sell
24,708
-2,721
-10% -$82.9K 0.19% 133
2018
Q2
$773K Sell
27,429
-20,654
-43% -$616K 0.22% 122
2018
Q1
$1.44M Sell
48,083
-3,332
-6% -$105K 0.36% 59
2017
Q4
$1.52M Buy
51,415
+15,109
+42% +$416K 0.38% 56
2017
Q3
$920K Sell
36,306
-2,439
-6% -$59.2K 0.31% 79
2017
Q2
$940K Buy
38,745
+6,288
+19% +$147K 0.3% 72
2017
Q1
$766K Buy
32,457
+439
+1% +$10.4K 0.3% 83
2016
Q4
$708K Sell
32,018
-4,858
-13% -$93.6K 0.34% 67
2016
Q3
$577K Buy
36,876
+5,452
+17% +$81.2K 0.28% 89
2016
Q2
$417K Sell
31,424
-3,955
-11% -$55.6K 0.22% 110
2016
Q1
$478K Buy
35,379
+3,052
+9% +$41.2K 0.3% 93
2015
Q4
$544K Buy
32,327
+3,898
+14% +$65.9K 0.36% 76
2015
Q3
$443K Sell
28,429
-1,448
-5% -$24.4K 0.31% 85
2015
Q2
$509K Sell
29,877
-3,138
-10% -$51.7K 0.36% 67
2015
Q1
$508K Buy
33,015
+1,330
+4% +$21.4K 0.43% 56
2014
Q4
$567K Buy
31,685
+12,100
+62% +$207K 0.59% 42
2014
Q3
$334K Sell
19,585
-1,074
-5% -$17.1K 0.49% 41
2014
Q2
$318K Buy
20,659
+5,808
+39% +$90.2K 0.46% 42
2014
Q1
$249K Buy
14,851
+1,011
+7% +$17K 0.85% 39
2013
Q4
$215K Sell
13,840
-776
-5% -$11.5K 1.17% 38
2013
Q3
$202K Buy
14,616
+752
+5% +$10.7K 1.04% 42
2013
Q2
$178K Buy
+13,864
New +$177K 1.05% 38

Other funds holding BAC

Kovack Advisors's BAC Position: Q2 2026 in Review

Kovack Advisors increased its Bank of America (BAC) stake by 22% in Q2 2026, buying an estimated $350K and bringing the position to 36,542 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #202.

Kovack Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kovack Advisors held 36,542 shares of Bank of America worth $2.11M as of Q2 2026.
  • Kovack Advisors bought 6,574 Bank of America shares in Q2 2026, an estimated $350K.
  • Bank of America made up 0.1% of Kovack Advisors's portfolio in Q2 2026, its #202 holding.
  • Kovack Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.