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Scarborough Advisors’s Bank of America BAC Stock Holding History

Scarborough 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 		$267K Sell
4,770
-9
-0.2% -$479 0.03% 124
2026
Q1 		$233K Buy
4,779
+99
+2% +$5.11K 0.03% 134
2025
Q4 		$257K Buy
4,680
+1,907
+69% +$101K 0.04% 80
2025
Q3 		$143K Sell
2,773
-31
-1% -$1.51K 0.03% 98
2025
Q2 		$133K Buy
+2,804
New +$118K 0.03% 97
2024
Q3 		– Sell
-2,194
Closed -$87.3K – 147
2024
Q2 		$87.3K Buy
2,194
+148
+7% +$5.67K 0.04% 76
2024
Q1 		$77.6K Buy
2,046
+109
+6% +$3.74K 0.04% 77
2023
Q4 		$65.2K Buy
+1,937
New +$56.4K 0.01% 142

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

Scarborough Advisors's BAC Position: Q2 2026 in Review

Scarborough Advisors reduced its Bank of America (BAC) stake by 0.19% in Q2 2026, selling an estimated $479 and leaving 4,770 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #124.

Scarborough Advisors first reported a position in BAC in Q4 2023 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Scarborough Advisors held 4,770 shares of Bank of America worth $267K as of Q2 2026.
  • Scarborough Advisors sold 9 Bank of America shares in Q2 2026, an estimated $479.
  • Bank of America made up 0.03% of Scarborough Advisors's portfolio in Q2 2026, its #124 holding.
  • Scarborough Advisors first reported a position in Bank of America in Q4 2023 and has held it in 8 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.