SFS
BAC icon

Sowell Financial Services’s Bank of America BAC Stock Holding History

Sowell Financial Services’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 		$12.9M Sell
226,850
-11,547
-5% -$614K 0.42% 43
2026
Q1 		$11.6M Buy
238,397
+1,174
+0.5% +$60.6K 0.43% 40
2025
Q4 		$13M Sell
237,223
-1,993
-0.8% -$105K 0.48% 38
2025
Q3 		$12.3M Sell
239,216
-4,307
-2% -$210K 0.47% 37
2025
Q2 		$11.5M Sell
243,523
-1,210
-0.5% -$50.9K 0.47% 37
2025
Q1 		$10.2M Sell
244,733
-2,276
-0.9% -$101K 0.46% 40
2024
Q4 		$10.9M Sell
247,009
-3,922
-2% -$173K 0.57% 34
2024
Q3 		$9.96M Sell
250,931
-29,245
-10% -$1.17M 0.46% 45
2024
Q2 		$11.1M Buy
280,176
+8,577
+3% +$329K 0.53% 38
2024
Q1 		$10.3M Sell
271,599
-18,513
-6% -$636K 0.49% 44
2023
Q4 		$9.77M Sell
290,112
-4,804
-2% -$140K 0.53% 38
2023
Q3 		$8.07M Sell
294,916
-4,432
-1% -$131K 0.51% 41
2023
Q2 		$8.59M Buy
299,348
+47,099
+19% +$1.34M 0.48% 43
2023
Q1 		$7.21M Sell
252,249
-47,063
-16% -$1.55M 0.56% 30
2022
Q4 		$9.91M Buy
+299,312
New +$10.3M 0.64% 27
2022
Q2 		– Sell
-65,107
Closed -$2.42M – 284
2022
Q1 		$2.42M Sell
65,107
-123,508
-65% -$5.57M 0.42% 45
2021
Q4 		$8.39M Sell
188,615
-65,241
-26% -$2.97M 0.48% 42
2021
Q3 		$10.8M Buy
253,856
+16,341
+7% +$658K 0.73% 26
2021
Q2 		$9.79M Sell
237,515
-158,085
-40% -$6.48M 0.65% 31
2021
Q1 		$16.6M Buy
395,600
+14,023
+4% +$484K 0.58% 34
2020
Q4 		$11.6M Buy
381,577
+12,918
+4% +$346K 0.49% 48
2020
Q3 		$8.88M Buy
368,659
+4,598
+1% +$114K 0.44% 50
2020
Q2 		$8.65M Buy
364,061
+6,317
+2% +$149K 0.48% 52
2020
Q1 		$7.59M Buy
357,744
+46,148
+15% +$1.38M 0.56% 32
2019
Q4 		$11M Buy
311,596
+3,692
+1% +$119K 0.84% 17
2019
Q3 		$8.98M Buy
+307,904
New +$8.85M 0.74% 25
2019
Q1 		$8.57M Sell
310,792
-87,191
-22% -$2.46M 0.96% 19
2018
Q4 		$9.81M Buy
397,983
+15,524
+4% +$421K 1.39% 11
2018
Q3 		$11.3M Buy
+382,459
New +$11.6M 1.64% 6

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

Sowell Financial Services's BAC Position: Q2 2026 in Review

Sowell Financial Services reduced its Bank of America (BAC) stake by 4.8% in Q2 2026, selling an estimated $614K and leaving 226,850 shares worth $12.9M. The position accounts for 0.42% of the portfolio, ranked #43.

Sowell Financial Services first reported a position in BAC in Q3 2018 and has held it in 29 quarters since. The position peaked at $16.6M in Q1 2021. 3,603 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sowell Financial Services held 226,850 shares of Bank of America worth $12.9M as of Q2 2026.
  • Sowell Financial Services sold 11,547 Bank of America shares in Q2 2026, an estimated $614K.
  • Bank of America made up 0.42% of Sowell Financial Services's portfolio in Q2 2026, its #43 holding.
  • Sowell Financial Services first reported a position in Bank of America in Q3 2018 and has held it in 29 quarters since.
  • Sowell Financial Services's Bank of America position peaked at $16.6M in Q1 2021.
  • 3,603 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.