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Trail Ridge Investment Advisors’s Bank of America BAC Stock Holding History

Trail Ridge 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 		$319K Buy
5,602
+11
+0.2% +$585 0.13% 79
2026
Q1 		$273K Buy
5,591
+215
+4% +$11.1K 0.12% 90
2025
Q4 		$296K Buy
5,376
+404
+8% +$21.4K 0.13% 90
2025
Q3 		$257K Buy
4,972
+94
+2% +$4.59K 0.12% 92
2025
Q2 		$231K Sell
4,878
-145
-3% -$6.1K 0.11% 97
2025
Q1 		$210K Sell
5,023
-1,379
-22% -$61.5K 0.11% 100
2024
Q4 		$281K Buy
6,402
+126
+2% +$5.54K 0.13% 91
2024
Q3 		$266K Hold
6,276
– – 0.13% 97
2024
Q2 		$250K Buy
+6,276
New +$241K 0.13% 97
2024
Q1 		– Sell
-6,012
Closed -$202K – 105
2023
Q4 		$202K Buy
+6,012
New +$175K 0.12% 106
2022
Q2 		– Sell
-4,897
Closed -$202K – 142
2022
Q1 		$202K Buy
4,897
+253
+5% +$11.4K 0.12% 132
2021
Q4 		$207K Buy
+4,644
New +$212K 0.12% 134

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

Trail Ridge Investment Advisors's BAC Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its Bank of America (BAC) stake by 0.2% in Q2 2026, buying an estimated $585 and bringing the position to 5,602 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #79.

Trail Ridge Investment Advisors first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Trail Ridge Investment Advisors held 5,602 shares of Bank of America worth $319K as of Q2 2026.
  • Trail Ridge Investment Advisors bought 11 Bank of America shares in Q2 2026, an estimated $585.
  • Bank of America made up 0.13% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Trail Ridge Investment Advisors first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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