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TCI Wealth Advisors’s Bank of America BAC Stock Holding History

TCI Wealth 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 		$640K Sell
11,238
-1,494
-12% -$79.5K 0.03% 142
2026
Q1 		$621K Sell
12,732
-824
-6% -$42.5K 0.03% 131
2025
Q4 		$746K Buy
13,556
+2,701
+25% +$143K 0.04% 118
2025
Q3 		$560K Buy
10,855
+364
+3% +$17.8K 0.03% 141
2025
Q2 		$496K Sell
10,491
-1,596
-13% -$67.1K 0.03% 142
2025
Q1 		$504K Sell
12,087
-3,975
-25% -$177K 0.04% 126
2024
Q4 		$706K Sell
16,062
-380
-2% -$16.7K 0.06% 103
2024
Q3 		$652K Sell
16,442
-4,094
-20% -$164K 0.06% 107
2024
Q2 		$817K Buy
20,536
+125
+0.6% +$4.79K 0.08% 91
2024
Q1 		$774K Buy
20,411
+1,065
+6% +$36.6K 0.08% 93
2023
Q4 		$651K Sell
19,346
-5,950
-24% -$173K 0.07% 96
2023
Q3 		$693K Buy
25,296
+710
+3% +$21K 0.09% 87
2023
Q2 		$705K Buy
24,586
+1,199
+5% +$34.2K 0.09% 89
2023
Q1 		$669K Sell
23,387
-1,656
-7% -$54.7K 0.09% 89
2022
Q4 		$829K Buy
25,043
+1,251
+5% +$43.1K 0.11% 77
2022
Q3 		$719K Sell
23,792
-855
-3% -$28.6K 0.12% 75
2022
Q2 		$767K Sell
24,647
-498
-2% -$17.9K 0.12% 77
2022
Q1 		$1.04M Buy
25,145
+338
+1% +$15.3K 0.16% 63
2021
Q4 		$1.1M Sell
24,807
-2,431
-9% -$111K 0.16% 62
2021
Q3 		$1.16M Buy
27,238
+1,247
+5% +$50.2K 0.18% 56
2021
Q2 		$1.07M Buy
25,991
+2,407
+10% +$98.7K 0.18% 57
2021
Q1 		$912K Buy
23,584
+2,227
+10% +$76.8K 0.39% 55
2020
Q4 		$647K Sell
21,357
-50
-0.2% -$1.34K 0.29% 77
2020
Q3 		$516K Buy
21,407
+2,788
+15% +$69.4K 0.2% 82
2020
Q2 		$442K Buy
18,619
+6,198
+50% +$146K 0.19% 86
2020
Q1 		$264K Buy
12,421
+767
+7% +$23K 0.13% 118
2019
Q4 		$410K Sell
11,654
-460
-4% -$14.9K 0.16% 103
2019
Q3 		$353K Buy
12,114
+500
+4% +$14.4K 0.16% 104
2019
Q2 		$337K Sell
11,614
-1,898
-14% -$54.7K 0.15% 103
2019
Q1 		$373K Sell
13,512
-3,220
-19% -$91K 0.16% 102
2018
Q4 		$412K Buy
16,732
+180
+1% +$4.88K 0.2% 90
2018
Q3 		$488K Sell
16,552
-574
-3% -$17.5K 0.2% 89
2018
Q2 		$483K Buy
17,126
+444
+3% +$13.2K 0.21% 85
2018
Q1 		$500K Sell
16,682
-452
-3% -$14.2K 0.23% 82
2017
Q4 		$506K Buy
17,134
+2,724
+19% +$75.1K 0.22% 83
2017
Q3 		$365K Buy
14,410
+8
+0.1% +$194 0.18% 97
2017
Q2 		$349K Buy
14,402
+54
+0.4% +$1.26K 0.18% 92
2017
Q1 		$338K Sell
14,348
-3,414
-19% -$81K 0.18% 92
2016
Q4 		$393K Buy
17,762
+5,172
+41% +$99.6K 0.21% 83
2016
Q3 		$197K Buy
12,590
+2
+0% +$30 0.11% 131
2016
Q2 		$167K Sell
12,588
-238
-2% -$3.34K 0.09% 144
2016
Q1 		$173K Buy
12,826
+2,953
+30% +$39.9K 0.1% 143
2015
Q4 		$166K Buy
9,873
+847
+9% +$14.3K 0.09% 149
2015
Q3 		$141K Sell
9,026
-1,297
-13% -$21.8K 0.09% 158
2015
Q2 		$176K Buy
10,323
+23
+0.2% +$379 0.1% 143
2015
Q1 		$159K Buy
10,300
+11
+0.1% +$177 0.1% 133
2014
Q4 		$184K Buy
10,289
+1,388
+16% +$23.8K 0.11% 129
2014
Q3 		$152K Sell
8,901
-527
-6% -$8.39K 0.1% 139
2014
Q2 		$145K Buy
9,428
+582
+7% +$9.04K 0.09% 142
2014
Q1 		$152K Sell
8,846
-4,264
-33% -$71.7K 0.1% 141
2013
Q4 		$204K Buy
13,110
+3,731
+40% +$55.3K 0.13% 117
2013
Q3 		$129K Buy
9,379
+942
+11% +$13.4K 0.1% 135
2013
Q2 		$109K Buy
+8,437
New +$108K 0.08% 146

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

TCI Wealth Advisors's BAC Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Bank of America (BAC) stake by 12% in Q2 2026, selling an estimated $79.5K and leaving 11,238 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #142.

TCI Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.16M in Q3 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • TCI Wealth Advisors held 11,238 shares of Bank of America worth $640K as of Q2 2026.
  • TCI Wealth Advisors sold 1,494 Bank of America shares in Q2 2026, an estimated $79.5K.
  • Bank of America made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • TCI Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Bank of America position peaked at $1.16M in Q3 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.