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Avestar Capital’s Bank of America BAC Stock Holding History

Avestar Capital’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
2023
Q4 		– Sell
-2,000
Closed -$54.8K – 401
2023
Q3 		$54.8K Sell
2,000
-14,500
-88% -$429K 0.01% 361
2023
Q2 		$473K Buy
16,500
+1,500
+10% +$42.8K 0.08% 159
2023
Q1 		$429K Buy
+15,000
New +$495K 0.08% 161
2021
Q3 		– Sell
-7,000
Closed -$289K – 449
2021
Q2 		$289K Buy
+7,000
New +$287K 0.04% 334

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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. 1,717 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.
  • 1,717 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.