Lugano Financial Advisors SA (LFA)’s Bank of America BAC Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$283K	Buy	4,971 +400	+9%	+$21.3K	0.17%	66
2026 Q1	$223K	Hold	4,571	–	–	0.11%	73
2025 Q4	$251K	Hold	4,571	–	–	0.13%	70
2025 Q3	$236K	Buy	4,571 +145	+3%	+$7.07K	0.12%	70
2025 Q2	$209K	Buy	4,426 +1,214	+38%	+$51.1K	0.12%	74
2025 Q1	$134K	Sell	3,212 -486	-13%	-$21.7K	0.09%	92
2024 Q4	$163K	Hold	3,698	–	–	0.11%	83
2024 Q3	$147K	Buy	3,698 +420	+13%	+$16.8K	0.1%	92
2024 Q2	$130K	Buy	3,278 +1,950	+147%	+$74.7K	0.1%	85
2024 Q1	$50.4K	Buy	1,328 +1,032	+349%	+$35.4K	0.04%	130
2023 Q4	$9.97K	Buy	+296	New	+$8.62K	0.01%	160
2020 Q3	–	Sell	-9,925	Closed	-$246K	–	111
2020 Q2	$246K	Hold	9,925	–	–	0.26%	55
2020 Q1	$326K	Hold	9,925	–	–	0.29%	52
2019 Q4	$350K	Buy	+9,925	New	+$321K	0.26%	50
2019 Q2	$288K	Hold	9,925	–	–	0.18%	53
2019 Q1	$273K	Hold	9,925	–	–	0.16%	56
2018 Q4	$292K	Hold	9,925	–	–	0.2%	60
2018 Q3	$292K	Hold	9,925	–	–	0.2%	60
2018 Q2	$278K	Buy	+9,925	New	+$296K	0.27%	53

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 $3.38T AUM 44.17% 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

Lugano Financial Advisors SA (LFA)'s BAC Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Bank of America (BAC) stake by 8.8% in Q2 2026, buying an estimated $21.3K and bringing the position to 4,971 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #66.

Lugano Financial Advisors SA (LFA) first reported a position in BAC in Q2 2018 and has held it in 19 quarters since. The position peaked at $350K in Q4 2019. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 4,971 shares of Bank of America worth $283K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 400 Bank of America shares in Q2 2026, an estimated $21.3K.
Bank of America made up 0.17% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #66 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Bank of America in Q2 2018 and has held it in 19 quarters since.
Lugano Financial Advisors SA (LFA)'s Bank of America position peaked at $350K in Q4 2019.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.