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SC&H Financial Advisors’s Bank of America BAC Stock Holding History

SC&H 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 		$382K Sell
6,697
-198
-3% -$10.5K 0.05% 109
2026
Q1 		$336K Sell
6,895
-454
-6% -$23.4K 0.05% 114
2025
Q4 		$404K Buy
7,349
+208
+3% +$11K 0.06% 100
2025
Q3 		$368K Sell
7,141
-936
-12% -$45.7K 0.06% 102
2025
Q2 		$382K Hold
8,077
– – 0.07% 100
2025
Q1 		$337K Hold
8,077
– – 0.07% 110
2024
Q4 		$355K Sell
8,077
-200
-2% -$8.8K 0.07% 106
2024
Q3 		$328K Sell
8,277
-2,207
-21% -$88.5K 0.07% 115
2024
Q2 		$417K Buy
10,484
+4,346
+71% +$167K 0.1% 96
2024
Q1 		$233K Sell
6,138
-1,440
-19% -$49.4K 0.06% 130
2023
Q4 		$255K Buy
+7,578
New +$221K 0.07% 121

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SC&H Financial Advisors's BAC Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Bank of America (BAC) stake by 2.9% in Q2 2026, selling an estimated $10.5K and leaving 6,697 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #109.

SC&H Financial Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $417K in Q2 2024. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SC&H Financial Advisors held 6,697 shares of Bank of America worth $382K as of Q2 2026.
  • SC&H Financial Advisors sold 198 Bank of America shares in Q2 2026, an estimated $10.5K.
  • Bank of America made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • SC&H Financial Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • SC&H Financial Advisors's Bank of America position peaked at $417K in Q2 2024.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.