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Soltis Investment Advisors’s Bank of America BAC Stock Holding History

Soltis Investment 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 		$1.83M Sell
32,163
-1,608
-5% -$85.5K 0.1% 171
2026
Q1 		$1.65M Buy
33,771
+3,455
+11% +$178K 0.1% 164
2025
Q4 		$1.67M Buy
30,316
+5,153
+20% +$272K 0.11% 159
2025
Q3 		$1.3M Buy
25,163
+2,223
+10% +$108K 0.09% 180
2025
Q2 		$1.09M Buy
22,940
+2,834
+14% +$119K 0.09% 167
2025
Q1 		$839K Buy
20,106
+989
+5% +$44.1K 0.08% 182
2024
Q4 		$840K Buy
19,117
+1,035
+6% +$45.5K 0.08% 180
2024
Q3 		$718K Sell
18,082
-16
-0.1% -$641 0.07% 184
2024
Q2 		$720K Buy
18,098
+1,367
+8% +$52.4K 0.08% 172
2024
Q1 		$634K Buy
16,731
+439
+3% +$15.1K 0.07% 179
2023
Q4 		$549K Sell
16,292
-111
-0.7% -$3.23K 0.06% 177
2023
Q3 		$449K Sell
16,403
-4,897
-23% -$145K 0.06% 180
2023
Q2 		$611K Buy
21,300
+1,393
+7% +$39.8K 0.07% 158
2023
Q1 		$569K Sell
19,907
-343
-2% -$11.3K 0.07% 162
2022
Q4 		$671K Buy
20,250
+3,458
+21% +$119K 0.09% 143
2022
Q3 		$507K Buy
16,792
+1,596
+11% +$53.4K 0.08% 160
2022
Q2 		$473K Buy
15,196
+5,546
+57% +$200K 0.07% 164
2022
Q1 		$398K Buy
9,650
+2,257
+31% +$102K 0.06% 180
2021
Q4 		$329K Buy
7,393
+403
+6% +$18.4K 0.05% 199
2021
Q3 		$297K Sell
6,990
-293
-4% -$11.8K 0.05% 193
2021
Q2 		$300K Sell
7,283
-3,604
-33% -$148K 0.05% 198
2021
Q1 		$421K Sell
10,887
-5,426
-33% -$187K 0.08% 161
2020
Q4 		$494K Buy
16,313
+244
+2% +$6.54K 0.09% 141
2020
Q3 		$387K Buy
+16,069
New +$400K 0.09% 145

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's BAC Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Bank of America (BAC) stake by 4.8% in Q2 2026, selling an estimated $85.5K and leaving 32,163 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #171.

Soltis Investment Advisors first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Soltis Investment Advisors held 32,163 shares of Bank of America worth $1.83M as of Q2 2026.
  • Soltis Investment Advisors sold 1,608 Bank of America shares in Q2 2026, an estimated $85.5K.
  • Bank of America made up 0.1% of Soltis Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • Soltis Investment Advisors first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.