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Avantax Advisory Services’s Bank of America BAC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$25.4M Buy
535,935
+76,991
+17% +$3.24M 0.14% 108
2025
Q1 		$19.2M Buy
458,944
+25,163
+6% +$1.12M 0.12% 134
2024
Q4 		$19.1M Sell
433,781
-4,023
-0.9% -$177K 0.12% 132
2024
Q3 		$17.4M Buy
437,804
+23,575
+6% +$945K 0.11% 140
2024
Q2 		$16.5M Buy
414,229
+136,284
+49% +$5.22M 0.12% 133
2024
Q1 		$10.5M Buy
277,945
+11,030
+4% +$379K 0.09% 167
2023
Q4 		$8.99M Sell
266,915
-1,734
-0.6% -$50.5K 0.09% 180
2023
Q3 		$7.36M Buy
268,649
+9,101
+4% +$269K 0.08% 193
2023
Q2 		$7.45M Buy
259,548
+15,354
+6% +$438K 0.09% 178
2023
Q1 		$6.98M Buy
244,194
+20,167
+9% +$666K 0.09% 182
2022
Q4 		$7.42M Sell
224,027
-46,664
-17% -$1.61M 0.1% 166
2022
Q3 		$8.18M Buy
270,691
+21,766
+9% +$728K 0.13% 131
2022
Q2 		$7.75M Buy
248,925
+30,219
+14% +$1.09M 0.12% 144
2022
Q1 		$9M Buy
218,706
+19,517
+10% +$881K 0.12% 121
2021
Q4 		$8.86M Buy
199,189
+9,567
+5% +$436K 0.13% 120
2021
Q3 		$8.03M Buy
189,622
+12,341
+7% +$497K 0.13% 120
2021
Q2 		$7.3M Buy
177,281
+21,514
+14% +$882K 0.13% 120
2021
Q1 		$6.03M Buy
155,767
+45,235
+41% +$1.56M 0.13% 129
2020
Q4 		$3.35M Sell
110,532
-243,572
-69% -$6.53M 0.08% 176
2020
Q3 		$8.51M Buy
354,104
+195,240
+123% +$4.86M 0.14% 128
2020
Q2 		$3.77M Buy
158,864
+25,999
+20% +$614K 0.11% 141
2020
Q1 		$2.81M Sell
132,865
-4,983
-4% -$149K 0.08% 156
2019
Q4 		$4.85M Buy
137,848
+42,010
+44% +$1.36M 0.11% 119
2019
Q3 		$2.8M Buy
95,838
+11,141
+13% +$320K 0.11% 94
2019
Q2 		$2.46M Sell
84,697
-21,915
-21% -$632K 0.11% 97
2019
Q1 		$2.94M Buy
106,612
+24,892
+30% +$703K 0.16% 77
2018
Q4 		$2.02M Buy
+81,720
New +$2.22M 0.34% 76

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's BAC Position: Q2 2025 in Review

Avantax Advisory Services increased its Bank of America (BAC) stake by 17% in Q2 2025, buying an estimated $3.24M and bringing the position to 535,935 shares worth $25.4M. The position accounts for 0.14% of the portfolio, ranked #108.

Avantax Advisory Services first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. 3,320 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Avantax Advisory Services held 535,935 shares of Bank of America worth $25.4M as of Q2 2025.
  • Avantax Advisory Services bought 76,991 Bank of America shares in Q2 2025, an estimated $3.24M.
  • Bank of America made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #108 holding.
  • Avantax Advisory Services first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
  • 3,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.