ACP
BAC icon

Aviance Capital Partners’s Bank of America BAC Stock Holding History

Aviance Capital Partners’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
Q1 		$1.71M Sell
35,019
-3,352
-9% -$173K 0.2% 101
2025
Q4 		$2.11M Buy
38,371
+3,187
+9% +$168K 0.24% 89
2025
Q3 		$1.82M Buy
35,184
+40
+0.1% +$1.95K 0.22% 100
2025
Q2 		$1.66M Buy
35,144
+10
+0% +$421 0.22% 110
2025
Q1 		$1.47M Sell
35,134
-1,148
-3% -$51.2K 0.21% 115
2024
Q4 		$1.59M Buy
36,282
+1,006
+3% +$44.3K 0.22% 102
2024
Q3 		$1.4M Buy
35,276
+508
+1% +$20.4K 0.18% 129
2024
Q2 		$1.38M Buy
34,768
+11,998
+53% +$460K 0.2% 117
2024
Q1 		$863K Buy
22,770
+8,076
+55% +$277K 0.13% 162
2023
Q4 		$495K Buy
14,694
+240
+2% +$6.99K 0.11% 171
2023
Q3 		$396K Sell
14,454
-627
-4% -$18.6K 0.09% 181
2023
Q2 		$433K Sell
15,081
-3,881
-20% -$111K 0.09% 186
2023
Q1 		$542K Buy
18,962
+3,934
+26% +$130K 0.12% 168
2022
Q4 		$498K Buy
15,028
+2,140
+17% +$73.7K 0.12% 177
2022
Q3 		$389K Buy
12,888
+28
+0.2% +$936 0.1% 186
2022
Q2 		$400K Sell
12,860
-1,263
-9% -$45.5K 0.09% 196
2022
Q1 		$582K Sell
14,123
-446
-3% -$20.1K 0.11% 175
2021
Q4 		$648K Sell
14,569
-210
-1% -$9.57K 0.11% 174
2021
Q3 		$627K Sell
14,779
-600
-4% -$24.2K 0.11% 173
2021
Q2 		$634K Sell
15,379
-801
-5% -$32.8K 0.11% 178
2021
Q1 		$626K Sell
16,180
-700
-4% -$24.2K 0.12% 185
2020
Q4 		$512K Sell
16,880
-1,200
-7% -$32.2K 0.1% 177
2020
Q3 		$436K Sell
18,080
-6,141
-25% -$153K 0.1% 177
2020
Q2 		$575K Sell
24,221
-49,083
-67% -$1.16M 0.14% 151
2020
Q1 		$1.56M Sell
73,304
-3,853
-5% -$116K 0.49% 49
2019
Q4 		$2.72M Sell
77,157
-1,228
-2% -$39.7K 0.69% 34
2019
Q3 		$2.29M Buy
78,385
+682
+0.9% +$19.6K 0.67% 37
2019
Q2 		$2.25M Sell
77,703
-524
-0.7% -$15.1K 0.62% 36
2019
Q1 		$2.16M Sell
78,227
-1,641
-2% -$46.4K 0.62% 34
2018
Q4 		$1.97M Sell
79,868
-24,984
-24% -$678K 0.69% 29
2018
Q3 		$3.09M Sell
104,852
-2,239
-2% -$68.2K 0.75% 21
2018
Q2 		$3.02M Buy
107,091
+133
+0.1% +$3.97K 0.87% 15
2018
Q1 		$3.21M Buy
106,958
+21,308
+25% +$669K 0.97% 17
2017
Q4 		$2.53M Buy
85,650
+37,350
+77% +$1.03M 0.83% 24
2017
Q3 		$1.22M Buy
48,300
+5,700
+13% +$138K 0.41% 66
2017
Q2 		$1.03M Buy
42,600
+3,200
+8% +$74.6K 0.33% 87
2017
Q1 		$929K Sell
39,400
-1,600
-4% -$38K 0.34% 89
2016
Q4 		$906K Buy
+41,000
New +$790K 0.32% 92
2015
Q1 		– Sell
-100,932
Closed -$118K – 219
2014
Q4 		$118K Hold
100,932
– – 0.04% 227
2014
Q3 		$117K Buy
+100,932
New +$1.61M 0.04% 229

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Partners's BAC Position: Q1 2026 in Review

Aviance Capital Partners reduced its Bank of America (BAC) stake by 8.7% in Q1 2026, selling an estimated $173K and leaving 35,019 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #101.

Aviance Capital Partners first reported a position in BAC in Q3 2014 and has held it in 40 quarters since. The position peaked at $3.21M in Q1 2018. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Aviance Capital Partners held 35,019 shares of Bank of America worth $1.71M as of Q1 2026.
  • Aviance Capital Partners sold 3,352 Bank of America shares in Q1 2026, an estimated $173K.
  • Bank of America made up 0.2% of Aviance Capital Partners's portfolio in Q1 2026, its #101 holding.
  • Aviance Capital Partners first reported a position in Bank of America in Q3 2014 and has held it in 40 quarters since.
  • Aviance Capital Partners's Bank of America position peaked at $3.21M in Q1 2018.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.