SSCA
BAC icon

South Shore Capital Advisors’s Bank of America BAC Stock Holding History

South Shore 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 		$209K Buy
+3,677
New +$196K 0.14% 150
2026
Q1 		– Sell
-9,491
Closed -$522K – 146
2025
Q4 		$522K Buy
+9,491
New +$502K 0.38% 56

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

South Shore Capital Advisors's BAC Position: Q2 2026 in Review

South Shore Capital Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,677 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: South Shore Capital Advisors previously reported a position in BAC as recently as Q4 2025.

South Shore Capital Advisors first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $522K in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • South Shore Capital Advisors held 3,677 shares of Bank of America worth $209K as of Q2 2026.
  • Bank of America was a new South Shore Capital Advisors position in Q2 2026.
  • Bank of America made up 0.14% of South Shore Capital Advisors's portfolio in Q2 2026, its #150 holding.
  • South Shore Capital Advisors first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • South Shore Capital Advisors's Bank of America position peaked at $522K in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.