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Sandy Cove Advisors’s Bank of America BAC Stock Holding History

Sandy Cove 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 		$476K Buy
8,362
+1,090
+15% +$58K 0.12% 92
2026
Q1 		$354K Buy
7,272
+411
+6% +$21.2K 0.11% 100
2025
Q4 		$377K Buy
6,861
+413
+6% +$21.8K 0.11% 100
2025
Q3 		$333K Buy
6,448
+193
+3% +$9.42K 0.11% 102
2025
Q2 		$296K Sell
6,255
-134
-2% -$5.64K 0.11% 102
2025
Q1 		$267K Sell
6,389
-2,038
-24% -$90.8K 0.11% 105
2024
Q4 		$370K Buy
8,427
+796
+10% +$35K 0.15% 80
2024
Q3 		$303K Buy
7,631
+101
+1% +$4.05K 0.12% 98
2024
Q2 		$299K Buy
7,530
+216
+3% +$8.28K 0.13% 90
2024
Q1 		$277K Buy
+7,314
New +$251K 0.13% 101
2023
Q3 		– Sell
-7,136
Closed -$205K – 118
2023
Q2 		$205K Buy
+7,136
New +$204K 0.12% 118
2023
Q1 		– Sell
-6,100
Closed -$202K – 90
2022
Q4 		$202K Buy
+6,100
New +$210K 0.16% 74
2022
Q2 		– Sell
-1,758
Closed -$72K – 99
2022
Q1 		$72K Buy
1,758
+1,648
+1,498% +$74.4K 0.06% 156
2021
Q4 		$5K Buy
+110
New +$5.01K ﹤0.01% 320

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

Sandy Cove Advisors's BAC Position: Q2 2026 in Review

Sandy Cove Advisors increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $58K and bringing the position to 8,362 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #92.

Sandy Cove Advisors first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 890 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sandy Cove Advisors held 8,362 shares of Bank of America worth $476K as of Q2 2026.
  • Sandy Cove Advisors bought 1,090 Bank of America shares in Q2 2026, an estimated $58K.
  • Bank of America made up 0.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #92 holding.
  • Sandy Cove Advisors first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • 890 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.