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Westover Capital Advisors’s Bank of America BAC Stock Holding History

Westover Capital 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 		$1.21M Buy
21,259
+1,408
+7% +$74.9K 0.2% 87
2026
Q1 		$968K Buy
19,851
+2,663
+15% +$137K 0.18% 97
2025
Q4 		$945K Sell
17,188
-70
-0.4% -$3.7K 0.17% 101
2025
Q3 		$890K Sell
17,258
-130
-0.7% -$6.34K 0.16% 106
2025
Q2 		$823K Sell
17,388
-140
-0.8% -$5.89K 0.16% 109
2025
Q1 		$731K Buy
17,528
+64
+0.4% +$2.85K 0.16% 115
2024
Q4 		$768K Buy
17,464
+1,161
+7% +$51.1K 0.17% 114
2024
Q3 		$647K Hold
16,303
– – 0.12% 121
2024
Q2 		$648K Buy
+16,303
New +$625K 0.17% 109
2023
Q4 		– Sell
-22,123
Closed -$606K – 173
2023
Q3 		$606K Sell
22,123
-22,933
-51% -$678K 0.22% 90
2023
Q2 		$1.29M Sell
45,056
-4,761
-10% -$136K 0.45% 57
2023
Q1 		$1.42M Sell
49,817
-59
-0.1% -$1.95K 0.53% 56
2022
Q4 		$1.65M Sell
49,876
-2,017
-4% -$69.5K 0.65% 45
2022
Q3 		$1.57M Buy
51,893
+910
+2% +$30.4K 0.6% 54
2022
Q2 		$1.59M Buy
+50,983
New +$1.84M 0.59% 51
2018
Q4 		– Sell
-37,884
Closed -$1.12M – 114
2018
Q3 		$1.12M Buy
37,884
+9,769
+35% +$298K 0.57% 61
2018
Q2 		$793K Sell
28,115
-1,273
-4% -$38K 0.43% 64
2018
Q1 		$881K Sell
29,388
-1,645
-5% -$51.7K 0.48% 58
2017
Q4 		$916K Buy
31,033
+3,806
+14% +$105K 0.5% 63
2017
Q3 		$690K Buy
+27,227
New +$661K 0.41% 68

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

Westover Capital Advisors's BAC Position: Q2 2026 in Review

Westover Capital Advisors increased its Bank of America (BAC) stake by 7.1% in Q2 2026, buying an estimated $74.9K and bringing the position to 21,259 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #87.

Westover Capital Advisors first reported a position in BAC in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.65M in Q4 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Westover Capital Advisors held 21,259 shares of Bank of America worth $1.21M as of Q2 2026.
  • Westover Capital Advisors bought 1,408 Bank of America shares in Q2 2026, an estimated $74.9K.
  • Bank of America made up 0.2% of Westover Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Westover Capital Advisors first reported a position in Bank of America in Q3 2017 and has held it in 20 quarters since.
  • Westover Capital Advisors's Bank of America position peaked at $1.65M in Q4 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.