Waverly Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.3M | Buy |
602,391
+19,413
| +3% | +$1.03M | 0.2% | 105 |
|
|
2026
Q1 | $28.4M | Buy |
582,978
+17,046
| +3% | +$880K | 0.21% | 98 |
|
|
2025
Q4 | $31.1M | Buy |
565,932
+245,396
| +77% | +$13M | 0.25% | 81 |
|
|
2025
Q3 | $16.5M | Buy |
320,536
+1,068
| +0.3% | +$52.1K | 0.16% | 119 |
|
|
2025
Q2 | $15.1M | Sell |
319,468
-10,647
| -3% | -$448K | 0.17% | 125 |
|
|
2025
Q1 | $13.8M | Buy |
330,115
+51,449
| +18% | +$2.29M | 0.17% | 132 |
|
|
2024
Q4 | $12.2M | Buy |
278,666
+61,347
| +28% | +$2.7M | 0.19% | 118 |
|
|
2024
Q3 | $8.62M | Buy |
217,319
+19,222
| +10% | +$770K | 0.16% | 139 |
|
|
2024
Q2 | $7.88M | Buy |
198,097
+1,073
| +0.5% | +$41.1K | 0.15% | 138 |
|
|
2024
Q1 | $7.47M | Buy |
197,024
+5,793
| +3% | +$199K | 0.18% | 109 |
|
|
2023
Q4 | $6.44M | Sell |
191,231
-2,673
| -1% | -$77.8K | 0.24% | 68 |
|
|
2023
Q3 | $5.31M | Sell |
193,904
-100,297
| -34% | -$2.97M | 0.23% | 80 |
|
|
2023
Q2 | $8.44M | Buy |
294,201
+116,591
| +66% | +$3.33M | 0.37% | 48 |
|
|
2023
Q1 | $5.08M | Buy |
177,610
+81,742
| +85% | +$2.7M | 0.27% | 62 |
|
|
2022
Q4 | $3.18M | Buy |
95,868
+8,222
| +9% | +$283K | 0.18% | 74 |
|
|
2022
Q3 | $2.65M | Buy |
87,646
+66,047
| +306% | +$2.21M | 0.19% | 57 |
|
|
2022
Q2 | $672K | Buy |
21,599
+2,012
| +10% | +$72.4K | 0.06% | 107 |
|
|
2022
Q1 | $808K | Sell |
19,587
-437
| -2% | -$19.7K | 0.07% | 90 |
|
|
2021
Q4 | $960K | Buy |
20,024
+658
| +3% | +$30K | 0.08% | 81 |
|
|
2021
Q3 | $920K | Buy |
19,366
+255
| +1% | +$10.3K | 0.08% | 83 |
|
|
2021
Q2 | $796K | Buy |
19,111
+3,059
| +19% | +$125K | 0.07% | 84 |
|
|
2021
Q1 | $672K | Buy |
16,052
+3,455
| +27% | +$119K | 0.07% | 87 |
|
|
2020
Q4 | $414K | Buy |
12,597
+120
| +1% | +$3.22K | 0.04% | 102 |
|
|
2020
Q3 | $296K | Buy |
12,477
+154
| +1% | +$3.83K | 0.04% | 114 |
|
|
2020
Q2 | $325K | Buy |
12,323
+4
| +0% | +$95 | 0.04% | 108 |
|
|
2020
Q1 | $262K | Buy |
12,319
+4
| +0% | +$120 | 0.04% | 113 |
|
|
2019
Q4 | $427K | Sell |
12,315
-532
| -4% | -$17.2K | 0.06% | 91 |
|
|
2019
Q3 | $375K | Buy |
12,847
+2,890
| +29% | +$83.1K | 0.05% | 92 |
|
|
2019
Q2 | $289K | Hold |
9,957
| – | – | 0.04% | 102 |
|
|
2019
Q1 | $275K | Sell |
9,957
-689
| -6% | -$19.5K | 0.04% | 100 |
|
|
2018
Q4 | $262K | Sell |
10,646
-51,192
| -83% | -$1.39M | 0.05% | 97 |
|
|
2018
Q3 | $1.82M | Buy |
61,838
+250
| +0.4% | +$7.61K | 0.27% | 43 |
|
|
2018
Q2 | $1.74M | Buy |
61,588
+3,176
| +5% | +$94.8K | 0.27% | 45 |
|
|
2018
Q1 | $1.75M | Sell |
58,412
-12,470
| -18% | -$392K | 0.28% | 44 |
|
|
2017
Q4 | $2.09M | Buy |
70,882
+6,465
| +10% | +$178K | 0.3% | 42 |
|
|
2017
Q3 | $1.63M | Sell |
64,417
-6,137
| -9% | -$149K | 0.35% | 48 |
|
|
2017
Q2 | $1.71M | Buy |
70,554
+5,437
| +8% | +$127K | 0.43% | 36 |
|
|
2017
Q1 | $1.54M | Buy |
65,117
+49,392
| +314% | +$1.17M | 0.4% | 40 |
|
|
2016
Q4 | $348K | Buy |
15,725
+659
| +4% | +$12.7K | 0.13% | 72 |
|
|
2016
Q3 | $236K | Buy |
+15,066
| New | +$224K | 0.1% | 85 |
|
|
2015
Q4 | – | Sell |
-2,336
| Closed | -$36K | – | 149 |
|
|
2015
Q3 | $36K | Hold |
2,336
| – | – | 0.02% | 176 |
|
|
2015
Q2 | $40K | Hold |
2,336
| – | – | 0.02% | 162 |
|
|
2015
Q1 | $36K | Buy |
2,336
+473
| +25% | +$7.6K | 0.02% | 151 |
|
|
2014
Q4 | $33K | Buy |
1,863
+519
| +39% | +$8.88K | 0.02% | 166 |
|
|
2014
Q3 | $23K | Sell |
1,344
-2,123
| -61% | -$33.8K | 0.01% | 316 |
|
|
2014
Q2 | $53K | Buy |
3,467
+1,605
| +86% | +$24.9K | 0.02% | 226 |
|
|
2014
Q1 | $32K | Sell |
1,862
-13,211
| -88% | -$222K | 0.01% | 258 |
|
|
2013
Q4 | $235K | Sell |
15,073
-648
| -4% | -$9.61K | 0.08% | 135 |
|
|
2013
Q3 | $217K | Hold |
15,721
| – | – | 0.11% | 94 |
|
|
2013
Q2 | $202K | Buy |
+15,721
| New | +$200K | 0.12% | 93 |
|
Other funds holding BAC
Waverly Advisors's BAC Position: Q2 2026 in Review
Waverly Advisors increased its Bank of America (BAC) stake by 3.3% in Q2 2026, buying an estimated $1.03M and bringing the position to 602,391 shares worth $34.3M. The position accounts for 0.2% of the portfolio, ranked #105.
Waverly Advisors first reported a position in BAC in Q2 2013 and has held it in 50 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Waverly Advisors held 602,391 shares of Bank of America worth $34.3M as of Q2 2026.
- Waverly Advisors bought 19,413 Bank of America shares in Q2 2026, an estimated $1.03M.
- Bank of America made up 0.2% of Waverly Advisors's portfolio in Q2 2026, its #105 holding.
- Waverly Advisors first reported a position in Bank of America in Q2 2013 and has held it in 50 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.