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Sierra Summit Advisors’s Bank of America BAC Stock Holding History

Sierra Summit 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 		$2.81M Buy
49,273
+580
+1% +$30.8K 0.31% 53
2026
Q1 		$2.37M Buy
48,693
+3,697
+8% +$191K 0.35% 57
2025
Q4 		$2.47M Buy
44,996
+403
+0.9% +$21.3K 0.38% 47
2025
Q3 		$2.3M Buy
44,593
+275
+0.6% +$13.4K 0.35% 49
2025
Q2 		$2.1M Sell
44,318
-330
-0.7% -$13.9K 0.37% 46
2025
Q1 		$1.86M Buy
44,648
+16,237
+57% +$724K 0.4% 47
2024
Q4 		$1.25M Buy
28,411
+3,945
+16% +$174K 0.25% 59
2024
Q3 		$971K Buy
24,466
+4,152
+20% +$166K 0.22% 61
2024
Q2 		$808K Buy
20,314
+11,714
+136% +$449K 0.2% 60
2024
Q1 		$326K Hold
8,600
– – 0.09% 123
2023
Q4 		$290K Buy
+8,600
New +$250K 0.08% 138

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

Sierra Summit Advisors's BAC Position: Q2 2026 in Review

Sierra Summit Advisors increased its Bank of America (BAC) stake by 1.2% in Q2 2026, buying an estimated $30.8K and bringing the position to 49,273 shares worth $2.81M. The position accounts for 0.31% of the portfolio, ranked #53.

Sierra Summit Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sierra Summit Advisors held 49,273 shares of Bank of America worth $2.81M as of Q2 2026.
  • Sierra Summit Advisors bought 580 Bank of America shares in Q2 2026, an estimated $30.8K.
  • Bank of America made up 0.31% of Sierra Summit Advisors's portfolio in Q2 2026, its #53 holding.
  • Sierra Summit Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.