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

Stokes 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 		$886K Buy
15,556
+3,219
+26% +$171K 0.19% 65
2026
Q1 		$601K Buy
12,337
+7,179
+139% +$370K 0.13% 65
2025
Q4 		$284K Buy
+5,158
New +$273K 0.06% 71

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Stokes Capital Advisors increased its Bank of America (BAC) stake by 26% in Q2 2026, buying an estimated $171K and bringing the position to 15,556 shares worth $886K. The position accounts for 0.19% of the portfolio, ranked #65.

Stokes Capital Advisors first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stokes Capital Advisors held 15,556 shares of Bank of America worth $886K as of Q2 2026.
  • Stokes Capital Advisors bought 3,219 Bank of America shares in Q2 2026, an estimated $171K.
  • Bank of America made up 0.19% of Stokes Capital Advisors's portfolio in Q2 2026, its #65 holding.
  • Stokes Capital Advisors first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.