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Aviso Financial’s Bank of America BAC Stock Holding History

Aviso Financial’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 		$1.86M Sell
38,090
-397
-1% -$20.5K 0.07% 116
2025
Q4 		$2.12M Sell
38,487
-6,749
-15% -$357K 0.08% 103
2025
Q3 		$2.33M Buy
45,236
+500
+1% +$24.4K 0.09% 99
2025
Q2 		$2.12M Buy
44,736
+304
+0.7% +$12.8K 0.1% 103
2025
Q1 		$1.85M Buy
44,432
+1,344
+3% +$59.9K 0.09% 105
2024
Q4 		$1.89M Sell
43,088
-85
-0.2% -$3.74K 0.1% 99
2024
Q3 		$1.71M Buy
43,173
+2,318
+6% +$92.9K 0.08% 104
2024
Q2 		$1.62M Buy
+40,855
New +$1.57M 0.09% 95

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

Aviso Financial's BAC Position: Q1 2026 in Review

Aviso Financial reduced its Bank of America (BAC) stake by 1% in Q1 2026, selling an estimated $20.5K and leaving 38,090 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #116.

Aviso Financial first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q3 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Aviso Financial held 38,090 shares of Bank of America worth $1.86M as of Q1 2026.
  • Aviso Financial sold 397 Bank of America shares in Q1 2026, an estimated $20.5K.
  • Bank of America made up 0.07% of Aviso Financial's portfolio in Q1 2026, its #116 holding.
  • Aviso Financial first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Bank of America position peaked at $2.33M in Q3 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.