Lloyd Advisory Services’s Bank of America BAC Stock Holding History

Lloyd Advisory Services’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	$9.69K	Sell	170 -132	-44%	-$7.02K	﹤0.01%	370
2026 Q1	$14.7K	Buy	302 +90	+42%	+$4.64K	﹤0.01%	431
2025 Q4	$11.7K	Buy	+212	New	+$11.2K	﹤0.01%	382
2024 Q2	–	Sell	-5,510	Closed	-$209K	–	101
2024 Q1	$209K	Buy	+5,510	New	+$189K	0.04%	128
2023 Q4	–	Sell	-33,697	Closed	-$923K	–	157
2023 Q3	$923K	Buy	+33,697	New	+$997K	0.3%	74
2022 Q3	–	Sell	-8,444	Closed	-$262K	–	45
2022 Q2	$262K	Buy	8,444 +2,850	+51%	+$103K	0.2%	53
2022 Q1	$231K	Buy	5,594 +2,755	+97%	+$124K	0.11%	78
2021 Q4	$126K	Buy	2,839 +1,859	+190%	+$84.7K	0.06%	121
2021 Q3	$42K	Sell	980 -173	-15%	-$6.97K	0.02%	173
2021 Q2	$48K	Buy	1,153 +17	+1%	+$697	0.02%	157
2021 Q1	$44K	Sell	1,136 -117	-9%	-$4.04K	0.02%	145
2020 Q4	$38K	Buy	1,253 +12	+1%	+$322	0.02%	134
2020 Q3	$30K	Sell	1,241 -483	-28%	-$12K	0.02%	132
2020 Q2	$41K	Buy	1,724 +264	+18%	+$6.24K	0.03%	112
2020 Q1	$31K	Buy	1,460 +184	+14%	+$5.52K	0.02%	119
2019 Q4	$45K	Buy	+1,276	New	+$41.2K	0.04%	125

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

Lloyd Advisory Services's BAC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Bank of America (BAC) stake by 44% in Q2 2026, selling an estimated $7.02K and leaving 170 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Lloyd Advisory Services first reported a position in BAC in Q4 2019 and has held it in 16 quarters since. The position peaked at $923K in Q3 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lloyd Advisory Services held 170 shares of Bank of America worth $9.69K as of Q2 2026.
Lloyd Advisory Services sold 132 Bank of America shares in Q2 2026, an estimated $7.02K.
Bank of America made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #370 holding.
Lloyd Advisory Services first reported a position in Bank of America in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's Bank of America position peaked at $923K in Q3 2023.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.