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Strategic Investment Advisors’s Bank of America BAC Stock Holding History

Strategic Investment 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 		$1.18M Sell
20,626
-1,621
-7% -$86.2K 0.07% 133
2026
Q1 		$1.08M Buy
22,247
+11,291
+103% +$583K 0.07% 143
2025
Q4 		$603K Buy
10,956
+638
+6% +$33.7K 0.05% 145
2025
Q3 		$532K Sell
10,318
-10,813
-51% -$528K 0.05% 163
2025
Q2 		$1,000K Sell
21,131
-6,013
-22% -$253K 0.1% 95
2025
Q1 		$1.13M Buy
27,144
+810
+3% +$36.1K 0.12% 95
2024
Q4 		$1.16M Sell
26,334
-144
-0.5% -$6.34K 0.12% 96
2024
Q3 		$1.05M Buy
26,478
+371
+1% +$14.9K 0.12% 109
2024
Q2 		$1.04M Sell
26,107
-995
-4% -$38.1K 0.13% 104
2024
Q1 		$1.03M Buy
27,102
+2,532
+10% +$86.9K 0.13% 104
2023
Q4 		$827K Sell
24,570
-18,209
-43% -$530K 0.12% 111
2023
Q3 		$1.17M Buy
42,779
+138
+0.3% +$4.08K 0.19% 81
2023
Q2 		$1.22M Sell
42,641
-3,789
-8% -$108K 0.17% 63
2023
Q1 		$1.33M Buy
46,430
+2,407
+5% +$79.5K 0.24% 62
2022
Q4 		$1.46M Buy
44,023
+2,400
+6% +$82.7K 0.3% 61
2022
Q3 		$1.26M Buy
41,623
+404
+1% +$13.5K 0.28% 60
2022
Q2 		$1.28M Buy
41,219
+5,790
+16% +$208K 0.26% 62
2022
Q1 		$1.46M Buy
35,429
+2,953
+9% +$133K 0.28% 62
2021
Q4 		$1.45M Buy
32,476
+2,029
+7% +$92.4K 0.28% 65
2021
Q3 		$1.29M Buy
30,447
+1,066
+4% +$42.9K 0.28% 70
2021
Q2 		$1.21M Buy
29,381
+9,691
+49% +$397K 0.28% 76
2021
Q1 		$762K Buy
19,690
+244
+1% +$8.42K 0.2% 98
2020
Q4 		$589K Buy
19,446
+1,129
+6% +$30.3K 0.17% 108
2020
Q3 		$441K Buy
18,317
+4,255
+30% +$106K 0.15% 97
2020
Q2 		$334K Sell
14,062
-69
-0.5% -$1.63K 0.13% 122
2020
Q1 		$300K Buy
14,131
+807
+6% +$24.2K 0.14% 117
2019
Q4 		$469K Buy
13,324
+1,389
+12% +$44.9K 0.19% 87
2019
Q3 		$348K Buy
11,935
+802
+7% +$23.1K 0.17% 95
2019
Q2 		$322K Buy
11,133
+998
+10% +$28.8K 0.18% 91
2019
Q1 		$280K Buy
10,135
+812
+9% +$22.9K 0.19% 92
2018
Q4 		$230K Buy
+9,323
New +$253K 0.21% 97

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

Strategic Investment Advisors's BAC Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Bank of America (BAC) stake by 7.3% in Q2 2026, selling an estimated $86.2K and leaving 20,626 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #133.

Strategic Investment Advisors first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.46M in Q1 2022. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Strategic Investment Advisors held 20,626 shares of Bank of America worth $1.18M as of Q2 2026.
  • Strategic Investment Advisors sold 1,621 Bank of America shares in Q2 2026, an estimated $86.2K.
  • Bank of America made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Strategic Investment Advisors first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Strategic Investment Advisors's Bank of America position peaked at $1.46M in Q1 2022.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.