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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
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

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

Scott Capital Advisors increased its Bank of America (BAC) stake by 0.03% in Q2 2026, buying an estimated $106 and bringing the position to 6,626 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #48.

Scott Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Scott Capital Advisors held 6,626 shares of Bank of America worth $378K as of Q2 2026.
  • Scott Capital Advisors bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.06% of Scott Capital Advisors's portfolio in Q2 2026, its #48 holding.
  • Scott Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.