Sequoia Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.7M | Buy |
1,064,968
+78,282
| +8% | +$4.16M | 0.3% | 63 |
|
|
2026
Q1 | $48.1M | Sell |
986,686
-2,196
| -0.2% | -$113K | 0.27% | 68 |
|
|
2025
Q4 | $54.4M | Buy |
988,882
+52,703
| +6% | +$2.79M | 0.3% | 64 |
|
|
2025
Q3 | $48.3M | Buy |
936,179
+122,955
| +15% | +$6M | 0.29% | 67 |
|
|
2025
Q2 | $38.5M | Buy |
813,224
+65,784
| +9% | +$2.77M | 0.26% | 79 |
|
|
2025
Q1 | $31.2M | Buy |
747,440
+103,205
| +16% | +$4.6M | 0.24% | 87 |
|
|
2024
Q4 | $28.3M | Buy |
644,235
+31,357
| +5% | +$1.38M | 0.27% | 83 |
|
|
2024
Q3 | $24.3M | Buy |
612,878
+75,908
| +14% | +$3.04M | 0.26% | 87 |
|
|
2024
Q2 | $21.4M | Buy |
536,970
+65,921
| +14% | +$2.53M | 0.26% | 90 |
|
|
2024
Q1 | $17.9M | Sell |
471,049
-42,401
| -8% | -$1.46M | 0.22% | 95 |
|
|
2023
Q4 | $17.3M | Buy |
513,450
+379,378
| +283% | +$11M | 0.21% | 97 |
|
|
2023
Q3 | $3.67M | Sell |
134,072
-4,977
| -4% | -$147K | 0.06% | 175 |
|
|
2023
Q2 | $3.99M | Buy |
139,049
+58,336
| +72% | +$1.66M | 0.07% | 175 |
|
|
2023
Q1 | $2.31M | Buy |
80,713
+361
| +0.4% | +$11.9K | 0.05% | 203 |
|
|
2022
Q4 | $2.66M | Buy |
80,352
+24,682
| +44% | +$850K | 0.07% | 175 |
|
|
2022
Q3 | $1.68M | Sell |
55,670
-8,567
| -13% | -$286K | 0.05% | 166 |
|
|
2022
Q2 | $2M | Buy |
64,237
+2,995
| +5% | +$108K | 0.06% | 174 |
|
|
2022
Q1 | $2.52M | Buy |
61,242
+9,027
| +17% | +$407K | 0.06% | 167 |
|
|
2021
Q4 | $2.32M | Buy |
52,215
+24,818
| +91% | +$1.13M | 0.06% | 170 |
|
|
2021
Q3 | $1.16M | Sell |
27,397
-23,326
| -46% | -$940K | 0.12% | 96 |
|
|
2021
Q2 | $2.09M | Buy |
50,723
+2,365
| +5% | +$96.9K | 0.08% | 151 |
|
|
2021
Q1 | $1.87M | Sell |
48,358
-821
| -2% | -$28.3K | 0.08% | 138 |
|
|
2020
Q4 | $1.49M | Sell |
49,179
-2,397
| -5% | -$64.2K | 0.07% | 146 |
|
|
2020
Q3 | $1.24M | Sell |
51,576
-648
| -1% | -$16.1K | 0.07% | 149 |
|
|
2020
Q2 | $1.24M | Buy |
52,224
+3,012
| +6% | +$71.2K | 0.07% | 130 |
|
|
2020
Q1 | $1.04M | Sell |
49,212
-70,138
| -59% | -$2.1M | 0.08% | 115 |
|
|
2019
Q4 | $4.2M | Sell |
119,350
-4,758
| -4% | -$154K | 0.27% | 55 |
|
|
2019
Q3 | $3.62M | Sell |
124,108
-3,875
| -3% | -$111K | 0.26% | 56 |
|
|
2019
Q2 | $3.71M | Buy |
127,983
+82,492
| +181% | +$2.38M | 0.28% | 58 |
|
|
2019
Q1 | $1.25M | Buy |
45,491
+9,046
| +25% | +$256K | 0.1% | 106 |
|
|
2018
Q4 | $898K | Buy |
36,445
+49
| +0.1% | +$1.33K | 0.1% | 107 |
|
|
2018
Q3 | $1.07M | Sell |
36,396
-6,360
| -15% | -$194K | 0.11% | 111 |
|
|
2018
Q2 | $1.21M | Buy |
42,756
+780
| +2% | +$23.3K | 0.13% | 97 |
|
|
2018
Q1 | $1.26M | Buy |
41,976
+675
| +2% | +$21.2K | 0.13% | 98 |
|
|
2017
Q4 | $1.22M | Buy |
41,301
+1,331
| +3% | +$36.7K | 0.13% | 102 |
|
|
2017
Q3 | $1.01M | Buy |
39,970
+7,166
| +22% | +$174K | 0.12% | 105 |
|
|
2017
Q2 | $796K | Sell |
32,804
-1,350
| -4% | -$31.5K | 0.1% | 123 |
|
|
2017
Q1 | $806K | Sell |
34,154
-112
| -0.3% | -$2.66K | 0.1% | 116 |
|
|
2016
Q4 | $757K | Buy |
34,266
+615
| +2% | +$11.8K | 0.11% | 117 |
|
|
2016
Q3 | $527K | Buy |
33,651
+2,267
| +7% | +$33.8K | 0.1% | 114 |
|
|
2016
Q2 | $416K | Buy |
31,384
+111
| +0.4% | +$1.56K | 0.12% | 130 |
|
|
2016
Q1 | $423K | Buy |
+31,273
| New | +$422K | 0.14% | 104 |
|
|
2014
Q2 | – | Sell |
-12,760
| Closed | -$219K | – | 159 |
|
|
2014
Q1 | $219K | Buy |
+12,760
| New | +$215K | 0.18% | 139 |
|
Other funds holding BAC
Sequoia Financial Advisors's BAC Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Bank of America (BAC) stake by 7.9% in Q2 2026, buying an estimated $4.16M and bringing the position to 1,064,968 shares worth $60.7M. The position accounts for 0.3% of the portfolio, ranked #63.
Sequoia Financial Advisors first reported a position in BAC in Q1 2014 and has held it in 43 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Sequoia Financial Advisors held 1,064,968 shares of Bank of America worth $60.7M as of Q2 2026.
- Sequoia Financial Advisors bought 78,282 Bank of America shares in Q2 2026, an estimated $4.16M.
- Bank of America made up 0.3% of Sequoia Financial Advisors's portfolio in Q2 2026, its #63 holding.
- Sequoia Financial Advisors first reported a position in Bank of America in Q1 2014 and has held it in 43 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.