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 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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BAC Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Bank of America (BAC) position steady in Q1 2026 at 4,571 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #73.

Lugano Financial Advisors SA (LFA) first reported a position in BAC in Q2 2018 and has held it in 18 quarters since. The position peaked at $350K in Q4 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 4,571 shares of Bank of America worth $223K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.11% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #73 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Bank of America in Q2 2018 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s Bank of America position peaked at $350K in Q4 2019.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.