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Aire Advisors’s Bank of America BAC Stock Holding History

Aire 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 		$1.16M Buy
20,424
+202
+1% +$10.7K 0.19% 75
2026
Q1 		$986K Sell
20,222
-49
-0.2% -$2.53K 0.18% 77
2025
Q4 		$1.11M Sell
20,271
-26,602
-57% -$1.41M 0.2% 73
2025
Q3 		$2.42M Buy
46,873
+8
+0% +$390 0.44% 50
2025
Q2 		$2.22M Buy
46,865
+8
+0% +$337 0.43% 52
2025
Q1 		$1.96M Sell
46,857
-3,968
-8% -$177K 0.41% 51
2024
Q4 		$2.23M Buy
50,825
+6,425
+14% +$283K 0.46% 50
2024
Q3 		$1.76M Sell
44,400
-6,631
-13% -$266K 0.39% 52
2024
Q2 		$2.03M Sell
51,031
-101
-0.2% -$3.87K 0.46% 48
2024
Q1 		$1.94M Buy
51,132
+9,707
+23% +$333K 0.44% 49
2023
Q4 		$1.39M Buy
41,425
+22
+0.1% +$641 0.35% 56
2023
Q3 		$1.13M Sell
41,403
-1,374
-3% -$40.7K 0.3% 56
2023
Q2 		$1.23M Buy
42,777
+639
+2% +$18.2K 0.32% 57
2023
Q1 		$1.21M Sell
42,138
-4,257
-9% -$141K 0.34% 57
2022
Q4 		$1.5M Buy
46,395
+1,373
+3% +$47.3K 0.46% 46
2022
Q3 		$1.36M Buy
45,022
+2,364
+6% +$79K 0.47% 40
2022
Q2 		$1.33M Buy
42,658
+2,319
+6% +$83.5K 0.47% 38
2022
Q1 		$1.66M Buy
40,339
+9,185
+29% +$414K 0.59% 33
2021
Q4 		$1.39M Buy
+31,154
New +$1.42M 0.6% 31

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

Aire Advisors's BAC Position: Q2 2026 in Review

Aire Advisors increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $10.7K and bringing the position to 20,424 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #75.

Aire Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aire Advisors held 20,424 shares of Bank of America worth $1.16M as of Q2 2026.
  • Aire Advisors bought 202 Bank of America shares in Q2 2026, an estimated $10.7K.
  • Bank of America made up 0.19% of Aire Advisors's portfolio in Q2 2026, its #75 holding.
  • Aire Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Aire Advisors's Bank of America position peaked at $2.42M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.