Prospera Financial Services’s Bank of America BAC Stock Holding History

Prospera Financial Services’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	$21.3M	Sell	373,611 -8,685	-2%	-$462K	0.31%	65
2026 Q1	$18.6M	Sell	382,296 -2,847	-0.7%	-$147K	0.3%	64
2025 Q4	$21.2M	Sell	385,143 -14,711	-4%	-$778K	0.35%	57
2025 Q3	$20.6M	Buy	399,854 +444	+0.1%	+$21.7K	0.35%	56
2025 Q2	$18.9M	Buy	399,410 +13,881	+4%	+$584K	0.35%	58
2025 Q1	$16.1M	Buy	385,529 +17,239	+5%	+$768K	0.37%	61
2024 Q4	$16.2M	Buy	368,290 +50,110	+16%	+$2.2M	0.38%	58
2024 Q3	$12.6M	Buy	318,180 +16,599	+6%	+$665K	0.32%	69
2024 Q2	$12M	Buy	301,581 +14,205	+5%	+$544K	0.33%	65
2024 Q1	$10.9M	Buy	287,376 +4,544	+2%	+$156K	0.32%	65
2023 Q4	$9.52M	Buy	282,832 +1,290	+0.5%	+$37.6K	0.32%	63
2023 Q3	$7.71M	Sell	281,542 -16,356	-5%	-$484K	0.3%	71
2023 Q2	$8.55M	Buy	297,898 +47,161	+19%	+$1.35M	0.33%	67
2023 Q1	$7.17M	Buy	250,737 +91,426	+57%	+$3.02M	0.29%	80
2022 Q4	$5.28M	Sell	159,311 -2,835	-2%	-$97.7K	0.26%	90
2022 Q3	$4.9M	Buy	162,146 +13,200	+9%	+$441K	0.26%	92
2022 Q2	$4.64M	Buy	148,946 +4,517	+3%	+$163K	0.24%	93
2022 Q1	$5.95M	Buy	144,429 +533	+0.4%	+$24K	0.25%	87
2021 Q4	$6.4M	Buy	143,896 +5,440	+4%	+$248K	0.28%	80
2021 Q3	$5.88M	Sell	138,456 -12,781	-8%	-$515K	0.29%	74
2021 Q2	$6.24M	Buy	151,237 +5,797	+4%	+$238K	0.31%	64
2021 Q1	$5.63M	Buy	145,440 +6,921	+5%	+$239K	0.33%	56
2020 Q4	$4.2M	Buy	138,519 +121,959	+736%	+$3.27M	0.29%	68
2020 Q3	$399K	Sell	16,560 -108,905	-87%	-$2.71M	0.15%	120
2020 Q2	$2.98M	Buy	125,465 +16,563	+15%	+$391K	0.26%	93
2020 Q1	$2.31M	Buy	108,902 +15,026	+16%	+$450K	0.25%	98
2019 Q4	$3.31M	Buy	93,876 +17,661	+23%	+$571K	0.25%	86
2019 Q3	$2.22M	Buy	76,215 +11,942	+19%	+$343K	0.23%	92
2019 Q2	$1.87M	Buy	64,273 +1,266	+2%	+$36.5K	0.21%	98
2019 Q1	$1.84M	Buy	63,007 +13,682	+28%	+$387K	0.61%	39
2018 Q4	$1.23M	Sell	49,325 -1,043	-2%	-$28.3K	0.25%	98
2018 Q3	$1.47M	Sell	50,368 -28,487	-36%	-$868K	0.27%	83
2018 Q2	$2.21M	Sell	78,855 -2,623	-3%	-$78.3K	0.3%	64
2018 Q1	$2.44M	Buy	81,478 +38,193	+88%	+$1.2M	0.34%	56
2017 Q4	$1.3M	Sell	43,285 -15,653	-27%	-$431K	0.2%	109
2017 Q3	$1.51M	Sell	58,938 -413	-0.7%	-$10K	0.23%	93
2017 Q2	$1.46M	Sell	59,351 -4,330	-7%	-$101K	0.23%	95
2017 Q1	$1.48M	Buy	63,681 +6,547	+11%	+$155K	0.27%	75
2016 Q4	$1.29M	Buy	57,134 +5,307	+10%	+$102K	0.25%	74
2016 Q3	$811K	Buy	51,827 +1,088	+2%	+$16.2K	0.16%	117
2016 Q2	$673K	Sell	50,739 -76,612	-60%	-$1.08M	0.14%	128
2016 Q1	$1.72M	Buy	127,351 +91,843	+259%	+$1.24M	0.38%	45
2015 Q4	$598K	Sell	35,508 -10,528	-23%	-$178K	0.13%	110
2015 Q3	$688K	Sell	46,036 -856	-2%	-$14.4K	0.17%	86
2015 Q2	$759K	Sell	46,892 -40,472	-46%	-$667K	0.18%	93
2015 Q1	$1.31M	Buy	87,364 +43,160	+98%	+$693K	0.29%	53
2014 Q4	$791K	Sell	44,204 -5,008	-10%	-$85.7K	0.2%	82
2014 Q3	$800K	Buy	49,212 +2,346	+5%	+$37.4K	0.22%	72
2014 Q2	$720K	Sell	46,866 -6,406	-12%	-$99.5K	0.19%	84
2014 Q1	$851K	Buy	53,272 +7,009	+15%	+$118K	0.27%	56
2013 Q4	$720K	Buy	46,263 +5,690	+14%	+$84.4K	0.24%	69
2013 Q3	$564K	Sell	40,573 -15,808	-28%	-$226K	0.21%	95
2013 Q2	$729K	Buy	+56,381	New	+$719K	0.34%	74

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 $3.37T AUM 44.26% 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

Prospera Financial Services's BAC Position: Q2 2026 in Review

Prospera Financial Services reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $462K and leaving 373,611 shares worth $21.3M. The position accounts for 0.31% of the portfolio, ranked #65.

Prospera Financial Services first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Prospera Financial Services held 373,611 shares of Bank of America worth $21.3M as of Q2 2026.
Prospera Financial Services sold 8,685 Bank of America shares in Q2 2026, an estimated $462K.
Bank of America made up 0.31% of Prospera Financial Services's portfolio in Q2 2026, its #65 holding.
Prospera Financial Services first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.