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Southern Capital Advisors’s Bank of America BAC Stock Holding History

Southern 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 		$349K Buy
6,124
+5
+0.1% +$266 0.15% 58
2026
Q1 		$298K Buy
6,119
+7
+0.1% +$361 0.14% 65
2025
Q4 		$336K Buy
6,112
+5
+0.1% +$264 0.16% 62
2025
Q3 		$315K Buy
6,107
+6
+0.1% +$293 0.15% 64
2025
Q2 		$289K Buy
6,101
+6
+0.1% +$252 0.15% 64
2025
Q1 		$254K Buy
6,095
+7
+0.1% +$312 0.14% 68
2024
Q4 		$268K Buy
6,088
+6
+0.1% +$264 0.15% 58
2024
Q3 		$241K Buy
6,082
+7
+0.1% +$281 0.14% 63
2024
Q2 		$242K Sell
6,075
-279
-4% -$10.7K 0.15% 59
2024
Q1 		$241K Buy
6,354
+241
+4% +$8.27K 0.15% 60
2023
Q4 		$206K Buy
+6,113
New +$178K 0.15% 61
2023
Q1 		– Sell
-6,079
Closed -$201K – 75
2022
Q4 		$201K Buy
+6,079
New +$209K 0.16% 73
2022
Q2 		– Sell
-6,301
Closed -$260K – 66
2022
Q1 		$260K Buy
6,301
+5
+0.1% +$226 0.18% 63
2021
Q4 		$280K Buy
+6,296
New +$287K 0.17% 60

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Southern Capital Advisors increased its Bank of America (BAC) stake by 0.08% in Q2 2026, buying an estimated $266 and bringing the position to 6,124 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #58.

Southern Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Southern Capital Advisors held 6,124 shares of Bank of America worth $349K as of Q2 2026.
  • Southern Capital Advisors bought 5 Bank of America shares in Q2 2026, an estimated $266.
  • Bank of America made up 0.15% of Southern Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • Southern Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.