WestEnd 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 | $13K | Buy |
229
+7
| +3% | +$372 | ﹤0.01% | 84 |
|
|
2026
Q1 | $10.8K | Hold |
222
| – | – | ﹤0.01% | 81 |
|
|
2025
Q4 | $12.2K | Buy |
222
+66
| +42% | +$3.49K | ﹤0.01% | 81 |
|
|
2025
Q3 | $8.05K | Buy |
156
+11
| +8% | +$537 | ﹤0.01% | 81 |
|
|
2025
Q2 | $6.86K | Sell |
145
-51
| -26% | -$2.15K | ﹤0.01% | 90 |
|
|
2025
Q1 | $8.18K | Buy |
196
+129
| +193% | +$5.75K | ﹤0.01% | 80 |
|
|
2024
Q4 | $2.94K | Buy |
67
+15
| +29% | +$660 | ﹤0.01% | 89 |
|
|
2024
Q3 | $2.06K | Buy |
52
+15
| +41% | +$601 | ﹤0.01% | 91 |
|
|
2024
Q2 | $1.47K | Buy |
37
+11
| +42% | +$422 | ﹤0.01% | 98 |
|
|
2024
Q1 | $986 | Buy |
+26
| New | +$893 | ﹤0.01% | 115 |
|
|
2022
Q3 | – | Sell |
-1,103,234
| Closed | -$34.3M | – | 153 |
|
|
2022
Q2 | $34.3M | Buy |
+1,103,234
| New | +$39.7M | 1.08% | 31 |
|
|
2022
Q1 | – | Sell |
-1,057,002
| Closed | -$47.7M | – | 31 |
|
|
2021
Q4 | $47M | Buy |
+1,057,002
| New | +$48.2M | 1.28% | 22 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 23 |
|
|
2021
Q2 | – | Sell |
-1,215,133
| Closed | -$49.8M | – | 32 |
|
|
2021
Q1 | $47M | Sell |
1,215,133
-47,304
| -4% | -$1.63M | 1.89% | 15 |
|
|
2020
Q4 | $38.3M | Sell |
1,262,437
-22,687
| -2% | -$608K | 1.93% | 22 |
|
|
2020
Q3 | $31M | Buy |
1,285,124
+91,357
| +8% | +$2.27M | 1.82% | 30 |
|
|
2020
Q2 | $28.4M | Buy |
+1,193,767
| New | +$28.2M | 1.9% | 31 |
|
|
2020
Q1 | – | Sell |
-183
| Closed | -$6.44K | – | 60 |
|
|
2019
Q4 | $6.44K | Sell |
183
-51
| -22% | -$1.65K | ﹤0.01% | 46 |
|
|
2019
Q3 | $6.83K | Buy |
234
+51
| +28% | +$1.47K | ﹤0.01% | 46 |
|
|
2019
Q2 | $5.31K | Sell |
183
-200
| -52% | -$5.77K | ﹤0.01% | 49 |
|
|
2019
Q1 | $10.6K | Sell |
383
-1,125,520
| -100% | -$31.8M | ﹤0.01% | 41 |
|
|
2018
Q4 | $27.7M | Sell |
1,125,903
-118,986
| -10% | -$3.23M | 2.98% | 20 |
|
|
2018
Q3 | $36.7M | Sell |
1,244,889
-23,310
| -2% | -$710K | 3.51% | 19 |
|
|
2018
Q2 | $35.8M | Sell |
1,268,199
-277,645
| -18% | -$8.28M | 3.71% | 19 |
|
|
2018
Q1 | $46.4M | Sell |
1,545,844
-97,756
| -6% | -$3.07M | 4.37% | 5 |
|
|
2017
Q4 | $48.5M | Sell |
1,643,600
-377,596
| -19% | -$10.4M | 4.49% | 2 |
|
|
2017
Q3 | $51.2M | Buy |
+2,021,196
| New | +$49M | 4.49% | 12 |
|
Other funds holding BAC
WestEnd Advisors's BAC Position: Q2 2026 in Review
WestEnd Advisors increased its Bank of America (BAC) stake by 3.2% in Q2 2026, buying an estimated $372 and bringing the position to 229 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #84.
WestEnd Advisors first reported a position in BAC in Q3 2017 and has held it in 26 quarters since. The position peaked at $51.2M in Q3 2017. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- WestEnd Advisors held 229 shares of Bank of America worth $13K as of Q2 2026.
- WestEnd Advisors bought 7 Bank of America shares in Q2 2026, an estimated $372.
- Bank of America made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #84 holding.
- WestEnd Advisors first reported a position in Bank of America in Q3 2017 and has held it in 26 quarters since.
- WestEnd Advisors's Bank of America position peaked at $51.2M in Q3 2017.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.