New England Capital Financial Advisors’s Bank of America BAC Stock Holding History

New England Capital Financial 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	$24.4K	Hold	428	–	–	0.01%	186
2026 Q1	$20.8K	Buy	428 +2	+0.5%	+$103	0.01%	188
2025 Q4	$23.5K	Buy	426 +1	+0.2%	+$53	0.01%	182
2025 Q3	$22K	Buy	425 +1	+0.2%	+$49	0.01%	182
2025 Q2	$20.1K	Buy	424 +1	+0.2%	+$42	0.01%	179
2025 Q1	$17.7K	Sell	423 -412	-49%	-$18.4K	0.01%	187
2024 Q4	$36.7K	Buy	835 +1	+0.1%	+$44	0.02%	131
2024 Q3	$33.1K	Buy	834 +1	+0.1%	+$40	0.02%	142
2024 Q2	$33.1K	Buy	833 +1	+0.1%	+$38	0.02%	136
2024 Q1	$31.6K	Sell	832 -2,396	-74%	-$82.2K	0.02%	140
2023 Q4	$109K	Buy	3,228 +6	+0.2%	+$175	0.07%	69
2023 Q3	$88.2K	Buy	3,222 +26	+0.8%	+$769	0.06%	80
2023 Q2	$91.7K	Buy	3,196 +23	+0.7%	+$656	0.06%	79
2023 Q1	$90.8K	Buy	3,173 +22	+0.7%	+$726	0.06%	78
2022 Q4	$107K	Buy	+3,151	New	+$109K	0.08%	73

Other funds holding BAC

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New England Capital Financial Advisors's BAC Position: Q2 2026 in Review

New England Capital Financial Advisors held its Bank of America (BAC) position steady in Q2 2026 at 428 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #186.

New England Capital Financial Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $109K in Q4 2023. 1,790 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

New England Capital Financial Advisors held 428 shares of Bank of America worth $24.4K as of Q2 2026.
New England Capital Financial Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #186 holding.
New England Capital Financial Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Bank of America position peaked at $109K in Q4 2023.
1,790 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.