Peddock Capital Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.77M Sell
77,266
-177
-0.2% -$9.13K 0.83% 30
2025
Q4
$4.26M Sell
77,443
-272
-0.3% -$14.4K 0.89% 26
2025
Q3
$4.01M Sell
77,715
-1,667
-2% -$81.3K 0.86% 28
2025
Q2
$3.76M Sell
79,382
-94
-0.1% -$3.96K 0.87% 29
2025
Q1
$3.32M Buy
79,476
+208
+0.3% +$9.27K 0.84% 28
2024
Q4
$3.48M Buy
79,268
+56
+0.1% +$2.46K 0.84% 27
2024
Q3
$3.14M Buy
79,212
+1,286
+2% +$51.5K 0.76% 28
2024
Q2
$3.1M Sell
77,926
-4,151
-5% -$159K 0.8% 27
2024
Q1
$3.11M Buy
82,077
+1,914
+2% +$65.7K 0.82% 27
2023
Q4
$2.7M Buy
80,163
+1,770
+2% +$51.5K 0.82% 29
2023
Q3
$2.15M Sell
78,393
-374
-0.5% -$11.1K 0.72% 31
2023
Q2
$2.26M Buy
78,767
+1,212
+2% +$34.6K 0.74% 31
2023
Q1
$2.22M Buy
77,555
+2,171
+3% +$71.7K 0.77% 32
2022
Q4
$2.5M Buy
75,384
+10,126
+16% +$349K 0.97% 24
2022
Q3
$1.97M Buy
65,258
+529
+0.8% +$17.7K 0.81% 32
2022
Q2
$2.02M Buy
64,729
+434
+0.7% +$15.6K 0.79% 30
2022
Q1
$2.65M Buy
64,295
+1,113
+2% +$50.2K 0.86% 25
2021
Q4
$2.81M Buy
63,182
+644
+1% +$29.3K 0.93% 22
2021
Q3
$2.65M Buy
62,538
+124
+0.2% +$5K 0.95% 25
2021
Q2
$2.39M Buy
62,414
+504
+0.8% +$20.7K 0.84% 30
2021
Q1
$2.4M Buy
61,910
+1,080
+2% +$37.3K 0.92% 28
2020
Q4
$1.84M Sell
60,830
-166
-0.3% -$4.45K 0.96% 24
2020
Q3
$1.47M Sell
60,996
-1,178
-2% -$29.3K 0.9% 33
2020
Q2
$1.48M Buy
62,174
+117
+0.2% +$2.76K 0.93% 27
2020
Q1
$1.32M Buy
62,057
+193
+0.3% +$5.79K 0.98% 24
2019
Q4
$2.18M Sell
61,864
-1,303
-2% -$42.1K 1.12% 15
2019
Q3
$1.84M Sell
63,167
-3,005
-5% -$86.4K 1.02% 18
2019
Q2
$1.92M Sell
66,172
-1,560
-2% -$45K 1.02% 16
2019
Q1
$1.87M Sell
67,732
-1,295
-2% -$36.6K 1.01% 15
2018
Q4
$1.7M Sell
69,027
-1,997
-3% -$54.2K 1.01% 18
2018
Q3
$2.09M Buy
71,024
+785
+1% +$23.9K 1.01% 16
2018
Q2
$1.98M Buy
70,239
+3,790
+6% +$113K 0.99% 14
2018
Q1
$1.99M Buy
66,449
+776
+1% +$24.4K 1.05% 13
2017
Q4
$1.94M Buy
65,673
+1,101
+2% +$30.3K 0.97% 13
2017
Q3
$1.64M Buy
64,572
+3,393
+6% +$82.3K 0.84% 18
2017
Q2
$1.48M Buy
61,179
+2,049
+3% +$47.8K 0.79% 21
2017
Q1
$1.4M Buy
59,130
+1,694
+3% +$40.2K 0.81% 20
2016
Q4
$1.27M Buy
57,436
+4,382
+8% +$84.4K 0.74% 22
2016
Q3
$830K Buy
53,054
+202
+0.4% +$3.01K 0.51% 33
2016
Q2
$701K Buy
52,852
+2,045
+4% +$28.7K 0.45% 39
2016
Q1
$687K Buy
50,807
+377
+0.7% +$5.09K 0.52% 38
2015
Q4
$849K Buy
50,430
+1,787
+4% +$30.2K 0.65% 33
2015
Q3
$758K Sell
48,643
-175
-0.4% -$2.94K 0.69% 33
2015
Q2
$831K Buy
48,818
+1,593
+3% +$26.3K 0.68% 34
2015
Q1
$727K Buy
47,225
+240
+0.5% +$3.85K 0.6% 42
2014
Q4
$841K Buy
46,985
+665
+1% +$11.4K 0.68% 32
2014
Q3
$790K Hold
46,320
0.64% 36
2014
Q2
$712K Buy
46,320
+753
+2% +$11.7K 0.54% 40
2014
Q1
$784K Buy
45,567
+8,091
+22% +$136K 0.61% 35
2013
Q4
$584K Buy
+37,476
New +$556K 0.45% 43

Other funds holding BAC

Peddock Capital Advisors's BAC Position: Q1 2026 in Review

Peddock Capital Advisors reduced its Bank of America (BAC) stake by 0.23% in Q1 2026, selling an estimated $9.13K and leaving 77,266 shares worth $3.77M. The position accounts for 0.83% of the portfolio, ranked #30.

Peddock Capital Advisors first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.26M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Peddock Capital Advisors held 77,266 shares of Bank of America worth $3.77M as of Q1 2026.
  • Peddock Capital Advisors sold 177 Bank of America shares in Q1 2026, an estimated $9.13K.
  • Bank of America made up 0.83% of Peddock Capital Advisors's portfolio in Q1 2026, its #30 holding.
  • Peddock Capital Advisors first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
  • Peddock Capital Advisors's Bank of America position peaked at $4.26M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.