Carolina Wealth Advisors, LLC / BAC
Carolina Wealth Advisors, LLC’s Bank America Corp Position
Does Carolina Wealth Advisors, LLC own Bank America Corp (BAC)? Yes — 68.4K shares worth $3M (+1.14% of its 13F portfolio) as of Q2 2026, down from 69.3K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
68.4K
% of Portfolio
+1.14%
Quarters Held
27
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 68.4K | $3M | +1.14% |
| Q1 2026 | 69.3K | $3M | +1.45% |
| Q4 2025 | 138.8K | $6M | +2.52% |
| Q3 2025 | 141.8K | $6M | +2.69% |
| Q2 2025 | 144.0K | $6M | +3.07% |
| Q1 2025 | 140.8K | $6M | +3.45% |
| Q4 2024 | 144.6K | $6M | +3.11% |
| Q3 2024 | 147.0K | $7M | +3.36% |
| Q2 2024 | 152.8K | $6M | +3.09% |
| Q1 2024 | 8.5K | $351,647 | +0.19% |
| Q4 2023 | 8.4K | $311,176 | +0.16% |
| Q3 2023 | 9.4K | $292,554 | +0.17% |
| Q2 2023 | 7.1K | $263,045 | +0.16% |
| Q1 2023 | 7.2K | $280,089 | +0.16% |
| Q4 2022 | 7.5K | $296 | +0.19% |
| Q3 2022 | 7.5K | $283,000 | +0.22% |
| Q2 2022 | 7.5K | $378,000 | +0.25% |
| Q1 2022 | 7.1K | $350,000 | +0.22% |
| Q4 2021 | 6.2K | $310,000 | +0.18% |
| Q3 2021 | 8.7K | $457,000 | +0.30% |
| Q2 2021 | 12.9K | $647,000 | +0.44% |
| Q1 2021 | 13.2K | $663,000 | +0.48% |
| Q4 2020 | 24.7K | $1M | +0.94% |
| Q3 2020 | 24.7K | $1M | +0.98% |
| Q2 2020 | 23.0K | $974,000 | +0.94% |
| Q1 2020 | 21.4K | $866,000 | +1.00% |
| Q4 2019 | 8.9K | $515,000 | +0.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of BAC.