Avidian Wealth Enterprises’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 | $5.49M | Buy |
96,320
+4,540
| +5% | +$241K | 0.15% | 103 |
|
|
2026
Q1 | $4.47M | Buy |
91,780
+57,572
| +168% | +$2.97M | 0.14% | 107 |
|
|
2025
Q4 | $1.88M | Buy |
34,208
+4,365
| +15% | +$231K | 0.07% | 154 |
|
|
2025
Q3 | $1.54M | Buy |
29,843
+1,460
| +5% | +$71.2K | 0.06% | 168 |
|
|
2025
Q2 | $1.34M | Sell |
28,383
-3,358
| -11% | -$141K | 0.05% | 168 |
|
|
2025
Q1 | $1.32M | Buy |
31,741
+248
| +0.8% | +$11.1K | 0.06% | 160 |
|
|
2024
Q4 | $1.38M | Buy |
31,493
+949
| +3% | +$41.8K | 0.06% | 151 |
|
|
2024
Q3 | $1.21M | Buy |
30,544
+924
| +3% | +$37K | 0.06% | 161 |
|
|
2024
Q2 | $1.18M | Buy |
29,620
+3,756
| +15% | +$144K | 0.05% | 163 |
|
|
2024
Q1 | $981K | Buy |
25,864
+5,106
| +25% | +$175K | 0.05% | 168 |
|
|
2023
Q4 | $699K | Sell |
20,758
-120
| -0.6% | -$3.49K | 0.04% | 207 |
|
|
2023
Q3 | $572K | Sell |
20,878
-5,101
| -20% | -$151K | 0.04% | 232 |
|
|
2023
Q2 | $745K | Buy |
25,979
+2,753
| +12% | +$78.6K | 0.05% | 219 |
|
|
2023
Q1 | $664K | Buy |
23,226
+1,131
| +5% | +$37.3K | 0.04% | 249 |
|
|
2022
Q4 | $732K | Buy |
22,095
+377
| +2% | +$13K | 0.05% | 217 |
|
|
2022
Q3 | $656K | Buy |
21,718
+2,958
| +16% | +$98.9K | 0.05% | 197 |
|
|
2022
Q2 | $584K | Sell |
18,760
-67
| -0.4% | -$2.41K | 0.04% | 245 |
|
|
2022
Q1 | $776K | Buy |
18,827
+252
| +1% | +$11.4K | 0.05% | 230 |
|
|
2021
Q4 | $826K | Buy |
18,575
+2,083
| +13% | +$94.9K | 0.05% | 220 |
|
|
2021
Q3 | $700K | Buy |
16,492
+723
| +5% | +$29.1K | 0.05% | 168 |
|
|
2021
Q2 | $650K | Buy |
15,769
+1,542
| +11% | +$63.2K | 0.05% | 176 |
|
|
2021
Q1 | $550K | Sell |
14,227
-558
| -4% | -$19.3K | 0.05% | 194 |
|
|
2020
Q4 | $448K | Buy |
14,785
+2,644
| +22% | +$70.9K | 0.04% | 202 |
|
|
2020
Q3 | $292K | Buy |
+12,141
| New | +$302K | 0.03% | 221 |
|
|
2020
Q2 | – | Sell |
-11,036
| Closed | -$234K | – | 263 |
|
|
2020
Q1 | $234K | Sell |
11,036
-1,617
| -13% | -$48.5K | 0.04% | 176 |
|
|
2019
Q4 | $446K | Buy |
12,653
+1,509
| +14% | +$48.8K | 0.06% | 126 |
|
|
2019
Q3 | $325K | Buy |
11,144
+636
| +6% | +$18.3K | 0.05% | 140 |
|
|
2019
Q2 | $305K | Buy |
10,508
+2,669
| +34% | +$77K | 0.07% | 102 |
|
|
2019
Q1 | $216K | Sell |
7,839
-1,242
| -14% | -$35.1K | 0.05% | 121 |
|
|
2018
Q4 | $224K | Buy |
+9,081
| New | +$246K | 0.08% | 82 |
|
Other funds holding BAC
Avidian Wealth Enterprises's BAC Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Bank of America (BAC) stake by 4.9% in Q2 2026, buying an estimated $241K and bringing the position to 96,320 shares worth $5.49M. The position accounts for 0.15% of the portfolio, ranked #103.
Avidian Wealth Enterprises first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Avidian Wealth Enterprises held 96,320 shares of Bank of America worth $5.49M as of Q2 2026.
- Avidian Wealth Enterprises bought 4,540 Bank of America shares in Q2 2026, an estimated $241K.
- Bank of America made up 0.15% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #103 holding.
- Avidian Wealth Enterprises first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.