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Limestone Investment Advisors’s Bank of America BAC Stock Holding History

Limestone Investment 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 		$16.9M Buy
296,300
+101,600
+52% +$5.4M 1.25% 11
2026
Q1 		$9.49M Buy
194,700
+56,000
+40% +$2.89M 0.76% 25
2025
Q4 		$7.63M Sell
138,700
-51,300
-27% -$2.71M 0.73% 21
2025
Q3 		$9.8M Sell
190,000
-28,400
-13% -$1.39M 0.78% 25
2025
Q2 		$10.3M Buy
+218,400
New +$9.19M 0.9% 29

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Limestone Investment Advisors's BAC Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Bank of America (BAC) in Q2 2026, closing a stake of 56,267 shares — an estimated $2.99M sold.

Limestone Investment Advisors first reported a position in BAC in Q1 2026 and held it in 1 quarter. The position peaked at $2.74M in Q1 2026. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 56,267 Bank of America shares in Q2 2026, an estimated $2.99M.
  • Limestone Investment Advisors first reported a position in Bank of America in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's Bank of America position peaked at $2.74M in Q1 2026.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.