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

Scott 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
Q3 		$458K Buy
8,554
+1,928
+29% +$117K 0.07% 55
2026
Q2 		$378K Buy
6,626
+2
+0% +$106 0.06% 48
2026
Q1 		$348K Buy
6,624
+3
+0% +$155 0.07% 43
2025
Q4 		$364K Buy
6,621
+2
+0% +$106 0.08% 41
2025
Q3 		$330K Buy
6,619
+2
+0% +$98 0.07% 43
2025
Q2 		$310K Buy
6,617
+1,002
+18% +$42.2K 0.08% 41
2025
Q1 		$234K Sell
5,615
-259
-4% -$11.5K 0.07% 46
2024
Q4 		$265K Buy
5,874
+7
+0.1% +$308 0.08% 44
2024
Q3 		$233K Sell
5,867
-226
-4% -$9.06K 0.07% 50
2024
Q2 		$252K Buy
6,093
+29
+0.5% +$1.11K 0.07% 45
2024
Q1 		$229K Sell
6,064
-136
-2% -$4.67K 0.07% 47
2023
Q4 		$209K Buy
+6,200
New +$181K 0.07% 50
2023
Q1 		– Sell
-6,382
Closed -$211K – 48
2022
Q4 		$211K Buy
+6,382
New +$220K 0.12% 40
2022
Q2 		– Sell
-6,407
Closed -$264K – 42
2022
Q1 		$264K Buy
6,407
+444
+7% +$20K 0.16% 40
2021
Q4 		$265K Buy
+5,963
New +$272K 0.16% 32

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Scott Capital Advisors's BAC Position: Q3 2026 in Review

Scott Capital Advisors increased its Bank of America (BAC) stake by 29% in Q3 2026, buying an estimated $117K and bringing the position to 8,554 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #55.

Scott Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Scott Capital Advisors held 8,554 shares of Bank of America worth $458K as of Q3 2026.
  • Scott Capital Advisors bought 1,928 Bank of America shares in Q3 2026, an estimated $117K.
  • Bank of America made up 0.07% of Scott Capital Advisors's portfolio in Q3 2026, its #55 holding.
  • Scott Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.