Krilogy Financial’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 | $4.8M | Buy |
84,273
+3,935
| +5% | +$209K | 0.14% | 123 |
|
|
2026
Q1 | $4.3M | Buy |
80,338
+4,607
| +6% | +$238K | 0.14% | 127 |
|
|
2025
Q4 | $3.94M | Buy |
75,731
+8,088
| +12% | +$428K | 0.13% | 127 |
|
|
2025
Q3 | $3.55M | Buy |
67,643
+26,514
| +64% | +$1.29M | 0.13% | 125 |
|
|
2025
Q2 | $1.95M | Buy |
41,129
+1,147
| +3% | +$48.3K | 0.11% | 139 |
|
|
2025
Q1 | $1.67M | Buy |
39,982
+6,194
| +18% | +$276K | 0.11% | 138 |
|
|
2024
Q4 | $1.48M | Sell |
33,788
-2,066
| -6% | -$90.9K | 0.1% | 139 |
|
|
2024
Q3 | $1.42M | Sell |
35,854
-332
| -0.9% | -$13.3K | 0.1% | 144 |
|
|
2024
Q2 | $1.44M | Buy |
36,186
+1,413
| +4% | +$54.2K | 0.11% | 137 |
|
|
2024
Q1 | $1.32M | Buy |
34,773
+1,871
| +6% | +$64.2K | 0.1% | 151 |
|
|
2023
Q4 | $1.11M | Buy |
32,902
+2,162
| +7% | +$62.9K | 0.09% | 143 |
|
|
2023
Q3 | $842K | Sell |
30,740
-1,980
| -6% | -$58.6K | 0.08% | 157 |
|
|
2023
Q2 | $939K | Sell |
32,720
-7,658
| -19% | -$219K | 0.08% | 153 |
|
|
2023
Q1 | $1.15M | Buy |
40,378
+332
| +0.8% | +$11K | 0.1% | 169 |
|
|
2022
Q4 | $1.33M | Buy |
40,046
+1,724
| +4% | +$59.4K | 0.13% | 136 |
|
|
2022
Q3 | $1.16M | Buy |
38,322
+1,653
| +5% | +$55.3K | 0.14% | 99 |
|
|
2022
Q2 | $1.14M | Buy |
36,669
+6,645
| +22% | +$239K | 0.13% | 105 |
|
|
2022
Q1 | $1.24M | Sell |
30,024
-2,832
| -9% | -$128K | 0.13% | 114 |
|
|
2021
Q4 | $1.46M | Buy |
32,856
+2,110
| +7% | +$96.1K | 0.15% | 97 |
|
|
2021
Q3 | $1.3M | Buy |
30,746
+77
| +0.3% | +$3.1K | 0.13% | 113 |
|
|
2021
Q2 | $1.26M | Buy |
30,669
+1,386
| +5% | +$56.8K | 0.13% | 114 |
|
|
2021
Q1 | $1.13M | Buy |
29,283
+1,299
| +5% | +$44.8K | 0.12% | 113 |
|
|
2020
Q4 | $848K | Buy |
27,984
+3,933
| +16% | +$105K | 0.1% | 135 |
|
|
2020
Q3 | $579K | Buy |
24,051
+348
| +1% | +$8.66K | 0.08% | 151 |
|
|
2020
Q2 | $563K | Sell |
23,703
-623
| -3% | -$14.7K | 0.09% | 145 |
|
|
2020
Q1 | $516K | Buy |
24,326
+2,889
| +13% | +$86.6K | 0.1% | 120 |
|
|
2019
Q4 | $755K | Sell |
21,437
-1,840
| -8% | -$59.5K | 0.12% | 97 |
|
|
2019
Q3 | $679K | Buy |
23,277
+2,610
| +13% | +$75K | 0.12% | 92 |
|
|
2019
Q2 | $599K | Buy |
20,667
+3,330
| +19% | +$96K | 0.11% | 95 |
|
|
2019
Q1 | $478K | Sell |
17,337
-3,397
| -16% | -$96K | 0.1% | 111 |
|
|
2018
Q4 | $511K | Sell |
20,734
-6,625
| -24% | -$180K | 0.14% | 71 |
|
|
2018
Q3 | $806K | Buy |
27,359
+433
| +2% | +$13.2K | 0.18% | 58 |
|
|
2018
Q2 | $759K | Buy |
26,926
+2,930
| +12% | +$87.4K | 0.19% | 58 |
|
|
2018
Q1 | $720K | Buy |
23,996
+636
| +3% | +$20K | 0.17% | 65 |
|
|
2017
Q4 | $690K | Sell |
23,360
-3,122
| -12% | -$86.1K | 0.17% | 68 |
|
|
2017
Q3 | $671K | Buy |
26,482
+619
| +2% | +$15K | 0.17% | 60 |
|
|
2017
Q2 | $627K | Buy |
25,863
+1,600
| +7% | +$37.3K | 0.18% | 57 |
|
|
2017
Q1 | $536K | Hold |
24,263
| – | – | 0.17% | 62 |
|
|
2016
Q4 | $536K | Sell |
24,263
-1,255
| -5% | -$24.2K | 0.17% | 62 |
|
|
2016
Q3 | $399K | Sell |
25,518
-1,973
| -7% | -$29.4K | 0.13% | 80 |
|
|
2016
Q2 | $365K | Buy |
27,491
+2,146
| +8% | +$30.1K | 0.13% | 84 |
|
|
2016
Q1 | $343K | Buy |
25,345
+4,357
| +21% | +$58.8K | 0.14% | 74 |
|
|
2015
Q4 | $353K | Buy |
20,988
+20,976
| +174,800% | +$355K | 0.33% | 41 |
|
|
2015
Q3 | $1K | Buy |
+12
| New | +$202 | ﹤0.01% | 569 |
|
Other funds holding BAC
Krilogy Financial's BAC Position: Q2 2026 in Review
Krilogy Financial increased its Bank of America (BAC) stake by 4.9% in Q2 2026, buying an estimated $209K and bringing the position to 84,273 shares worth $4.8M. The position accounts for 0.14% of the portfolio, ranked #123.
Krilogy Financial first reported a position in BAC in Q3 2015 and has held it in 44 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Krilogy Financial held 84,273 shares of Bank of America worth $4.8M as of Q2 2026.
- Krilogy Financial bought 3,935 Bank of America shares in Q2 2026, an estimated $209K.
- Bank of America made up 0.14% of Krilogy Financial's portfolio in Q2 2026, its #123 holding.
- Krilogy Financial first reported a position in Bank of America in Q3 2015 and has held it in 44 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.