Lido Advisors’s Bank of America BAC Stock Holding History

Lido 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	$17.1K	Buy	+300	New	+$16K	﹤0.01%	2108

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 $3.37T AUM 44.26% 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

Lido Advisors's BAC Position: Q2 2026 in Review

Lido Advisors increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $3.27M and bringing the position to 566,034 shares worth $32.3M. The position accounts for 0.09% of the portfolio, ranked #157.

Lido Advisors first reported a position in BAC in Q2 2016 and has held it in 41 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lido Advisors held 566,034 shares of Bank of America worth $32.3M as of Q2 2026.
Lido Advisors bought 61,567 Bank of America shares in Q2 2026, an estimated $3.27M.
Bank of America made up 0.09% of Lido Advisors's portfolio in Q2 2026, its #157 holding.
Lido Advisors first reported a position in Bank of America in Q2 2016 and has held it in 41 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.