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Aventus Investment Advisors’s Bank of America BAC Stock Holding History

Aventus Investment 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 		$39.3K Hold
690
– – 0.03% 67
2026
Q1 		$33.6K Sell
690
-50
-7% -$2.58K 0.03% 70
2025
Q4 		$40.7K Hold
740
– – 0.03% 62
2025
Q3 		$38.2K Sell
740
-105
-12% -$5.12K 0.03% 59
2025
Q2 		$40K Buy
+845
New +$35.5K 0.04% 54

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Aventus Investment Advisors's BAC Position: Q2 2026 in Review

Aventus Investment Advisors held its Bank of America (BAC) position steady in Q2 2026 at 690 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #67.

Aventus Investment Advisors first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.7K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aventus Investment Advisors held 690 shares of Bank of America worth $39.3K as of Q2 2026.
  • Aventus Investment Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Aventus Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Aventus Investment Advisors first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's Bank of America position peaked at $40.7K in Q4 2025.
  • 1,262 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.