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Mountain Capital Investment Advisors’s Bank of America BAC Stock Holding History

Mountain Capital 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 		$320K Sell
5,620
-486
-8% -$25.8K 0.05% 61
2026
Q1 		$321K Buy
6,106
+8
+0.1% +$413 0.05% 58
2025
Q4 		$315K Buy
6,098
+56
+0.9% +$2.96K 0.05% 59
2025
Q3 		$306K Buy
6,042
+95
+2% +$4.63K 0.05% 61
2025
Q2 		$286K Buy
5,947
+7
+0.1% +$294 0.06% 51
2025
Q1 		$235K Buy
5,940
+418
+8% +$18.6K 0.05% 50
2024
Q4 		$257K Sell
5,522
-14
-0.3% -$616 0.05% 46
2024
Q3 		$254K Sell
5,536
-678
-11% -$27.2K 0.06% 44
2024
Q2 		$260K Buy
6,214
+226
+4% +$8.66K 0.06% 39
2024
Q1 		$226K Sell
5,988
-18
-0.3% -$618 0.06% 39
2023
Q4 		$205K Buy
+6,006
New +$175K 0.07% 58
2023
Q1 		– Sell
-6,005
Closed -$205K – 67
2022
Q4 		$205K Hold
6,005
– – 0.09% 71
2022
Q3 		$204K Buy
+6,005
New +$201K 0.11% 83
2022
Q2 		– Sell
-5,120
Closed -$203K – 80
2022
Q1 		$203K Buy
5,120
+1
+0% +$45 0.1% 86
2021
Q4 		$252K Buy
5,119
+1
+0% +$46 0.11% 110
2021
Q3 		$227K Buy
+5,118
New +$206K 0.12% 120
2020
Q1 		– Sell
-6,414
Closed -$224K – 46
2019
Q4 		$224K Sell
6,414
-1,573
-20% -$50.8K 0.1% 40
2019
Q3 		$233K Sell
7,987
-990
-11% -$28.5K 0.21% 41
2019
Q2 		$249K Buy
8,977
+15
+0.2% +$433 0.23% 41
2019
Q1 		$247K Buy
8,962
+685
+8% +$19.4K 0.27% 39
2018
Q4 		$204K Sell
8,277
-487
-6% -$13.2K 0.28% 30
2018
Q3 		$258K Buy
+8,764
New +$267K 0.25% 32
2017
Q4 		– Sell
-1,956
Closed -$50K – 69
2017
Q3 		$50K Buy
1,956
+171
+10% +$4.15K 0.04% 121
2017
Q2 		$43K Buy
+1,785
New +$41.6K 0.04% 141

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

Mountain Capital Investment Advisors's BAC Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Bank of America (BAC) stake by 8% in Q2 2026, selling an estimated $25.8K and leaving 5,620 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #61.

Mountain Capital Investment Advisors first reported a position in BAC in Q2 2017 and has held it in 24 quarters since. The position peaked at $321K in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mountain Capital Investment Advisors held 5,620 shares of Bank of America worth $320K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 486 Bank of America shares in Q2 2026, an estimated $25.8K.
  • Bank of America made up 0.05% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Mountain Capital Investment Advisors first reported a position in Bank of America in Q2 2017 and has held it in 24 quarters since.
  • Mountain Capital Investment Advisors's Bank of America position peaked at $321K in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.