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Avion Wealth’s Bank of America BAC Stock Holding History

Avion Wealth’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 		$143K Buy
2,516
+250
+11% +$13.3K 0.03% 141
2026
Q1 		$110K Buy
2,266
+178
+9% +$9.19K 0.02% 141
2025
Q4 		$114K Sell
2,088
-44
-2% -$2.33K 0.02% 132
2025
Q3 		$110K Buy
2,132
+93
+5% +$4.54K 0.02% 146
2025
Q2 		$96K Sell
2,039
-1,584
-44% -$66.6K 0.02% 149
2025
Q1 		$159K Hold
3,623
– – 0.04% 98
2024
Q4 		$159K Buy
3,623
+43
+1% +$1.89K 0.04% 98
2024
Q3 		$142K Sell
3,580
-36
-1% -$1.44K 0.04% 98
2024
Q2 		$143K Buy
3,616
+989
+38% +$37.9K 0.04% 88
2024
Q1 		$100K Sell
2,627
-35
-1% -$1.2K 0.03% 120
2023
Q4 		$90K Buy
2,662
+98
+4% +$2.85K 0.03% 117
2023
Q3 		$69K Buy
2,564
+169
+7% +$5K 0.02% 130
2023
Q2 		$68K Buy
2,395
+9
+0.4% +$257 0.02% 139
2023
Q1 		$79K Buy
2,386
+106
+5% +$3.5K 0.02% 118
2022
Q4 		$68K Hold
2,280
– – 0.02% 123
2022
Q3 		$69K Hold
2,280
– – 0.02% 123
2022
Q2 		$71K Buy
2,280
+69
+3% +$2.48K 0.02% 112
2022
Q1 		$91K Hold
2,211
– – 0.03% 91
2021
Q4 		$98K Hold
2,211
– – 0.03% 83
2021
Q3 		$94K Sell
2,211
-1,795
-45% -$72.3K 0.03% 81
2021
Q2 		$165K Buy
4,006
+3,844
+2,373% +$158K 0.05% 56
2021
Q1 		$6K Buy
162
+1
+0.6% +$35 ﹤0.01% 244
2020
Q4 		$5K Sell
161
-730
-82% -$19.6K ﹤0.01% 270
2020
Q3 		$21K Buy
891
+767
+619% +$19.1K 0.01% 134
2020
Q2 		$3K Hold
124
– – ﹤0.01% 226
2020
Q1 		$3K Buy
+124
New +$3.72K ﹤0.01% 236

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's BAC Position: Q2 2026 in Review

Avion Wealth increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,516 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #141.

Avion Wealth first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. The position peaked at $165K in Q2 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Avion Wealth held 2,516 shares of Bank of America worth $143K as of Q2 2026.
  • Avion Wealth bought 250 Bank of America shares in Q2 2026, an estimated $13.3K.
  • Bank of America made up 0.03% of Avion Wealth's portfolio in Q2 2026, its #141 holding.
  • Avion Wealth first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Bank of America position peaked at $165K in Q2 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.