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

Prosperity Capital 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 		$678K Buy
11,899
+1,670
+16% +$88.8K 0.03% 239
2026
Q1 		$499K Sell
10,229
-655
-6% -$33.8K 0.03% 270
2025
Q4 		$599K Sell
10,884
-2,039
-16% -$108K 0.04% 228
2025
Q3 		$667K Sell
12,923
-2,539
-16% -$124K 0.04% 235
2025
Q2 		$732K Buy
15,462
+2,612
+20% +$110K 0.05% 205
2025
Q1 		$533K Sell
12,850
-438
-3% -$19.5K 0.04% 226
2024
Q4 		$584K Buy
13,288
+3,724
+39% +$164K 0.05% 211
2024
Q3 		$380K Buy
9,564
+1,761
+23% +$70.6K 0.03% 244
2024
Q2 		$310K Sell
7,803
-8,702
-53% -$333K 0.03% 243
2024
Q1 		$626K Buy
16,505
+5,559
+51% +$191K 0.07% 191
2023
Q4 		$369K Buy
10,946
+604
+6% +$17.6K 0.04% 173
2023
Q3 		$283K Buy
10,342
+1,000
+11% +$29.6K 0.04% 190
2023
Q2 		$268K Buy
9,342
+639
+7% +$18.2K 0.04% 195
2023
Q1 		$249K Buy
8,703
+117
+1% +$3.86K 0.04% 179
2022
Q4 		$284K Buy
+8,586
New +$296K 0.09% 150

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Prosperity Capital Advisors's BAC Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Bank of America (BAC) stake by 16% in Q2 2026, buying an estimated $88.8K and bringing the position to 11,899 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #239.

Prosperity Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $732K in Q2 2025. 840 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Prosperity Capital Advisors held 11,899 shares of Bank of America worth $678K as of Q2 2026.
  • Prosperity Capital Advisors bought 1,670 Bank of America shares in Q2 2026, an estimated $88.8K.
  • Bank of America made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #239 holding.
  • Prosperity Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Bank of America position peaked at $732K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.