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Aventura Private Wealth’s Bank of America BAC Stock Holding History

Aventura Private Wealth’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 		$2.46M Sell
43,155
-58
-0.1% -$3.08K 0.75% 25
2026
Q1 		$2.11M Sell
43,213
-500
-1% -$25.8K 0.77% 22
2025
Q4 		$2.4M Buy
43,713
+139
+0.3% +$7.35K 0.86% 21
2025
Q3 		$2.25M Buy
43,574
+485
+1% +$23.7K 0.83% 21
2025
Q2 		$2.04M Buy
43,089
+271
+0.6% +$11.4K 0.88% 17
2025
Q1 		$1.79M Buy
42,818
+1,646
+4% +$73.3K 0.94% 16
2024
Q4 		$1.81M Buy
+41,172
New +$1.81M 0.97% 15

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

Aventura Private Wealth's BAC Position: Q2 2026 in Review

Aventura Private Wealth reduced its Bank of America (BAC) stake by 0.13% in Q2 2026, selling an estimated $3.08K and leaving 43,155 shares worth $2.46M. The position accounts for 0.75% of the portfolio, ranked #25.

Aventura Private Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aventura Private Wealth held 43,155 shares of Bank of America worth $2.46M as of Q2 2026.
  • Aventura Private Wealth sold 58 Bank of America shares in Q2 2026, an estimated $3.08K.
  • Bank of America made up 0.75% of Aventura Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Aventura Private Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.