How many shares of BAC does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 207,329 shares of BAC (BANK OF AMERICA CORP).

What is Aptus Capital Advisors, LLC's BAC position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's BAC position is worth $11.8M.

Is Aptus Capital Advisors, LLC buying or selling BAC?

In 2026-Q2, Aptus Capital Advisors, LLC increased their BAC position (+1.3% change in shares).

When did Aptus Capital Advisors, LLC first buy BAC?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in BAC in 2019-Q1. They have held the position across 30 quarters.

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Aptus Capital Advisors, LLC

BAC
30 quarters

Position history for Aptus Capital Advisors, LLC's holdings in BANK OF AMERICA CORP

Current Value

$11.8M

Current Shares

207,329

Total Value Change

+$11.5M

Total Shares Change

+194,570

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	207,329	+1.3%	$11.8M	0.1%	$56.98	28
2026-Q1	Decreased	204,628	-6.9%	$10M	0.1%	$49.97	0
2025-Q4	Decreased	219,731	-3.5%	$12.1M	0.1%	$55.28	0
2025-Q3	Decreased	227,608	-68.0%	$11.7M	0.1%	$52.15	0
2025-Q2	Increased	710,397	+0.5%	$33.6M	0.3%	$46.62	35
2025-Q1	Increased	706,563	+8.7%	$29.5M	0.3%	$40.57	37
2024-Q4	Increased	649,775	+37.5%	$28.6M	0.3%	$42.92	45
2024-Q3	Increased	472,482	+17.4%	$18.7M	0.3%	$38.30	40
2024-Q2	Increased	402,375	+22.7%	$16M	0.3%	$38.40	41
2024-Q1	Increased	327,877	+17.6%	$12.4M	0.2%	$36.40	39
2023-Q4	Decreased	278,881	-0.3%	$9.4M	0.3%	$32.09	0
2023-Q3	Increased	279,724	+0.1%	$7.7M	0.2%	$25.89	33
2023-Q2	Decreased	279,389	-23.7%	$8M	0.2%	$26.88	0
2023-Q1	Decreased	366,304	-0.4%	$10.5M	0.3%	$26.33	0
2022-Q4	Decreased	367,806	-2.9%	$12.2M	0.4%	$30.61	0
2022-Q3	Increased	378,862	+21.1%	$11.4M	0.3%	$28.18	40
2022-Q2	Increased	312,945	+18.7%	$9.7M	0.3%	$29.09	39
2022-Q1	Increased	263,575	+22.6%	$10.9M	0.3%	$39.03	40
2021-Q4	Increased	215,003	+13.7%	$9.6M	0.3%	$40.22	38
2021-Q3	Increased	189,080	+17.5%	$8M	0.2%	$38.72	38
2021-Q2	Increased	160,908	+18.3%	$6.6M	0.2%	$36.57	38
2021-Q1	Increased	135,976	+9.0%	$5.3M	0.2%	$34.73	35
2020-Q4	Increased	124,774	+16.1%	$3.8M	0.2%	$26.57	37
2020-Q3	Increased	107,440	+66.2%	$2.6M	0.1%	$20.94	46
2020-Q2	Increased	64,648	+325.3%	$1.5M	0.1%	$20.46	41
2020-Q1	Increased	15,200	+11.6%	$322,000	0.0%	$19.14	26
2019-Q4	Increased	13,621	+1.1%	$479,000	0.0%	$30.34	24
2019-Q3	Increased	13,479	+3.6%	$393,000	0.0%	$25.19	25
2019-Q2	Increased	13,009	+2.0%	$377,000	0.1%	$24.73	24
2019-Q1	New	12,759	-	$352,000	0.1%	$23.40	33

Other major holders of BAC: BNP PARIBAS FINANCIAL MARKETS, BERKSHIRE HATHAWAY INC

BAC30 quarters

BAC
30 quarters