Avestar Capital’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.39M | Buy |
59,521
+64
| +0.1% | +$3.4K | 0.19% | 93 |
|
|
2026
Q1 | $2.9M | Sell |
59,457
-620
| -1% | -$32K | 0.19% | 93 |
|
|
2025
Q4 | $3.3M | Buy |
60,077
+4,344
| +8% | +$230K | 0.21% | 80 |
|
|
2025
Q3 | $2.88M | Sell |
55,733
-495
| -0.9% | -$24.1K | 0.19% | 97 |
|
|
2025
Q2 | $2.66M | Buy |
56,228
+7,366
| +15% | +$310K | 0.18% | 95 |
|
|
2025
Q1 | $2.04M | Buy |
48,862
+3,312
| +7% | +$148K | 0.18% | 103 |
|
|
2024
Q4 | $2M | Buy |
45,550
+3,528
| +8% | +$155K | 0.17% | 99 |
|
|
2024
Q3 | $1.67M | Buy |
42,022
+1,659
| +4% | +$66.5K | 0.17% | 103 |
|
|
2024
Q2 | $1.61M | Buy |
40,363
+5,809
| +17% | +$223K | 0.16% | 107 |
|
|
2024
Q1 | $1.32M | Buy |
34,554
+8,131
| +31% | +$279K | 0.14% | 131 |
|
|
2023
Q4 | $890K | Buy |
26,423
+856
| +3% | +$24.9K | 0.1% | 133 |
|
|
2023
Q3 | $700K | Buy |
25,567
+3,199
| +14% | +$94.6K | 0.1% | 130 |
|
|
2023
Q2 | $642K | Buy |
22,368
+6,548
| +41% | +$187K | 0.1% | 124 |
|
|
2023
Q1 | $452K | Sell |
15,820
-1,614
| -9% | -$53.3K | 0.08% | 158 |
|
|
2022
Q4 | $577K | Buy |
17,434
+1,850
| +12% | +$63.7K | 0.1% | 125 |
|
|
2022
Q3 | $471K | Buy |
15,584
+3,561
| +30% | +$119K | 0.12% | 129 |
|
|
2022
Q2 | $374K | Sell |
12,023
-1,963
| -14% | -$70.7K | 0.09% | 164 |
|
|
2022
Q1 | $577K | Buy |
13,986
+1,571
| +13% | +$70.9K | 0.09% | 206 |
|
|
2021
Q4 | $552K | Sell |
12,415
-6,045
| -33% | -$275K | 0.07% | 243 |
|
|
2021
Q3 | $784K | Sell |
18,460
-3,375
| -15% | -$136K | 0.1% | 214 |
|
|
2021
Q2 | $900K | Buy |
21,835
+13,774
| +171% | +$565K | 0.12% | 201 |
|
|
2021
Q1 | $323K | Buy |
+8,061
| New | +$278K | 0.07% | 235 |
|
|
2020
Q1 | – | Sell |
-6,944
| Closed | -$244K | – | 162 |
|
|
2019
Q4 | $244K | Hold |
6,944
| – | – | 0.14% | 134 |
|
|
2019
Q3 | $203K | Buy |
6,944
+2,125
| +44% | +$61.1K | 0.13% | 151 |
|
|
2019
Q2 | $135K | Buy |
4,819
+416
| +9% | +$12K | 0.09% | 150 |
|
|
2019
Q1 | $117K | Buy |
4,403
+33
| +0.8% | +$933 | 0.08% | 169 |
|
|
2018
Q4 | $103K | Sell |
4,370
-251
| -5% | -$6.81K | 0.07% | 179 |
|
|
2018
Q3 | $131K | Sell |
4,621
-1,741
| -27% | -$53K | 0.08% | 165 |
|
|
2018
Q2 | $173K | Buy |
6,362
+983
| +18% | +$29.3K | 0.11% | 124 |
|
|
2018
Q1 | $155K | Buy |
5,379
+698
| +15% | +$21.9K | 0.1% | 121 |
|
|
2017
Q4 | $135K | Buy |
+4,681
| New | +$129K | 0.1% | 117 |
|
Other funds holding BAC
ECSS
FWIA
Avestar Capital's BAC Position: Q2 2026 in Review
Avestar Capital increased its Bank of America (BAC) stake by 0.11% in Q2 2026, buying an estimated $3.4K and bringing the position to 59,521 shares worth $3.39M. The position accounts for 0.19% of the portfolio, ranked #93.
Avestar Capital first reported a position in BAC in Q4 2017 and has held it in 31 quarters since. 1,698 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Avestar Capital held 59,521 shares of Bank of America worth $3.39M as of Q2 2026.
- Avestar Capital bought 64 Bank of America shares in Q2 2026, an estimated $3.4K.
- Bank of America made up 0.19% of Avestar Capital's portfolio in Q2 2026, its #93 holding.
- Avestar Capital first reported a position in Bank of America in Q4 2017 and has held it in 31 quarters since.
- 1,698 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.