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Legacy Advisors’s Bank of America BAC Stock Holding History

Legacy 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 		$2.57M Buy
45,115
+10,385
+30% +$552K 0.24% 55
2026
Q1 		$1.69M Sell
34,730
-615
-2% -$31.7K 0.2% 63
2025
Q4 		$1.94M Buy
35,345
+1,137
+3% +$60.1K 0.21% 58
2025
Q3 		$1.76M Buy
+34,208
New +$1.67M 0.22% 63
2025
Q2 		– Sell
-59,478
Closed -$2.48M – 56
2025
Q1 		$2.48M Buy
59,478
+2,054
+4% +$91.5K 0.26% 76
2024
Q4 		$2.52M Buy
57,424
+4,271
+8% +$188K 0.24% 69
2024
Q3 		$2.11M Buy
53,153
+5,063
+11% +$203K 0.23% 80
2024
Q2 		$1.91M Buy
48,090
+1,537
+3% +$58.9K 0.23% 78
2024
Q1 		$1.78M Buy
46,553
+2,309
+5% +$79.3K 0.22% 83
2023
Q4 		$1.49M Buy
44,244
+3,566
+9% +$104K 0.19% 97
2023
Q3 		$1.11M Sell
40,678
-1,340
-3% -$39.6K 0.18% 108
2023
Q2 		$1.21M Buy
42,018
+838
+2% +$23.9K 0.18% 103
2023
Q1 		$1.18M Buy
41,180
+2,050
+5% +$67.7K 0.22% 82
2022
Q4 		$1.3M Buy
39,130
+1,545
+4% +$53.2K 0.24% 75
2022
Q3 		$1.14M Sell
37,585
-3,217
-8% -$108K 0.25% 68
2022
Q2 		$1.27M Buy
40,802
+2,287
+6% +$82.3K 0.27% 66
2022
Q1 		$1.59M Sell
38,515
-11,301
-23% -$510K 0.31% 55
2021
Q4 		$2.22M Sell
49,816
-1,069
-2% -$48.7K 0.81% 24
2021
Q3 		$2.16M Buy
50,885
+1,230
+2% +$49.5K 0.86% 22
2021
Q2 		$2.05M Hold
49,655
– – 0.83% 24
2021
Q1 		$1.92M Hold
49,655
– – 0.85% 23
2020
Q4 		$1.5M Hold
49,655
– – 0.86% 27
2020
Q3 		$1.2M Hold
49,655
– – 0.79% 27
2020
Q2 		$1.18M Sell
49,655
-40,021
-45% -$946K 0.94% 26
2020
Q1 		$1.9M Buy
89,676
+13,564
+18% +$407K 1.91% 15
2019
Q4 		$2.68M Buy
76,112
+2,382
+3% +$77K 1.7% 14
2019
Q3 		$2.15M Sell
73,730
-150
-0.2% -$4.31K 1.61% 15
2019
Q2 		$2.14M Sell
73,880
-167,790
-69% -$4.84M 1.45% 16
2019
Q1 		$6.67M Buy
241,670
+184,728
+324% +$5.22M 2.16% 9
2018
Q4 		$1.4M Sell
56,942
-8,273
-13% -$224K 1.06% 28
2018
Q3 		$1.92M Hold
65,215
– – 0.95% 24
2018
Q2 		$1.84M Buy
65,215
+60,405
+1,256% +$1.8M 1.37% 15
2018
Q1 		$143K Buy
4,810
+201
+4% +$6.31K 0.11% 100
2017
Q4 		$136K Sell
4,609
-262
-5% -$7.22K 0.13% 74
2017
Q3 		$123K Buy
4,871
+124
+3% +$3.01K 0.14% 69
2017
Q2 		$115K Buy
4,747
+304
+7% +$7.09K 0.15% 68
2017
Q1 		$104K Buy
4,443
+5
+0.1% +$119 0.14% 67
2016
Q4 		$98K Buy
+4,438
New +$85.5K 0.13% 69

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

Legacy Advisors's BAC Position: Q2 2026 in Review

Legacy Advisors increased its Bank of America (BAC) stake by 30% in Q2 2026, buying an estimated $552K and bringing the position to 45,115 shares worth $2.57M. The position accounts for 0.24% of the portfolio, ranked #55.

Legacy Advisors first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.67M in Q1 2019. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Advisors held 45,115 shares of Bank of America worth $2.57M as of Q2 2026.
  • Legacy Advisors bought 10,385 Bank of America shares in Q2 2026, an estimated $552K.
  • Bank of America made up 0.24% of Legacy Advisors's portfolio in Q2 2026, its #55 holding.
  • Legacy Advisors first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Bank of America position peaked at $6.67M in Q1 2019.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.