Stableford Capital II’s Bank of America BAC Stock Holding History

Stableford Capital II’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
2019 Q4	–	Sell	-4,000	Closed	-$2K	–	96
2019 Q3	$2K	Buy	+4,000	New	+$115K	﹤0.01%	93
2018 Q1	–	Sell	-1,000	Closed	-$5K	–	94
2017 Q4	$5K	Sell	1,000 -1,500	-60%	-$41.3K	﹤0.01%	100
2017 Q3	$4K	Sell	2,500 -500	-17%	-$12.1K	﹤0.01%	109
2017 Q2	$5K	Buy	3,000 +2,500	+500%	+$58.3K	﹤0.01%	108
2017 Q1	$1K	Buy	+500	New	+$11.9K	﹤0.01%	105

Other funds holding BAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II's BAC Position: Q3 2026 in Review

Stableford Capital II increased its Bank of America (BAC) stake by 5.6% in Q3 2026, buying an estimated $58.9K and bringing the position to 18,231 shares worth $992K. The position accounts for 0.34% of the portfolio, ranked #86.

Stableford Capital II first reported a position in BAC in Q4 2016 and has held it in 36 quarters since. The position peaked at $5.49M in Q4 2017. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Stableford Capital II held 18,231 shares of Bank of America worth $992K as of Q3 2026.
Stableford Capital II bought 967 Bank of America shares in Q3 2026, an estimated $58.9K.
Bank of America made up 0.34% of Stableford Capital II's portfolio in Q3 2026, its #86 holding.
Stableford Capital II first reported a position in Bank of America in Q4 2016 and has held it in 36 quarters since.
Stableford Capital II's Bank of America position peaked at $5.49M in Q4 2017.
186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.