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Legacy Edge Advisors’s Bank of America BAC Stock Holding History

Legacy Edge 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 		$298K Sell
6,304
-279
-4% -$14.8K 0.04% 171
2026
Q1 		$321K Sell
6,583
-248
-4% -$12.8K 0.03% 177
2025
Q4 		$376K Buy
+6,831
New +$361K 0.04% 161

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Edge Advisors's BAC Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Bank of America (BAC) stake by 4.2% in Q2 2026, selling an estimated $14.8K and leaving 6,304 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #171.

Legacy Edge Advisors first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Edge Advisors held 6,304 shares of Bank of America worth $298K as of Q2 2026.
  • Legacy Edge Advisors sold 279 Bank of America shares in Q2 2026, an estimated $14.8K.
  • Bank of America made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #171 holding.
  • Legacy Edge Advisors first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Bank of America position peaked at $376K in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.