AWM
BAC icon

Aviso Wealth Management’s Bank of America BAC Stock Holding History

Aviso Wealth Management’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 		$3.23M Buy
56,612
+9,276
+20% +$493K 1.1% 22
2026
Q1 		$2.31M Buy
47,336
+13,803
+41% +$712K 1.04% 26
2025
Q4 		$1.84M Buy
33,533
+2,220
+7% +$117K 0.78% 33
2025
Q3 		$1.62M Buy
31,313
+1,186
+4% +$57.9K 0.7% 33
2025
Q2 		$1.43M Buy
30,127
+1,857
+7% +$78.1K 0.67% 36
2025
Q1 		$1.18M Buy
28,270
+1,521
+6% +$67.8K 0.63% 48
2024
Q4 		$1.18M Buy
26,749
+2,967
+12% +$131K 0.6% 47
2024
Q3 		$944K Sell
23,782
-1,226
-5% -$49.1K 0.51% 51
2024
Q2 		$995K Sell
25,008
-4,796
-16% -$184K 0.59% 44
2024
Q1 		$1.13M Buy
29,804
+2,647
+10% +$90.9K 0.71% 37
2023
Q4 		$914K Buy
+27,157
New +$791K 0.66% 37

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

Aviso Wealth Management's BAC Position: Q2 2026 in Review

Aviso Wealth Management increased its Bank of America (BAC) stake by 20% in Q2 2026, buying an estimated $493K and bringing the position to 56,612 shares worth $3.23M. The position accounts for 1.1% of the portfolio, ranked #22.

Aviso Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aviso Wealth Management held 56,612 shares of Bank of America worth $3.23M as of Q2 2026.
  • Aviso Wealth Management bought 9,276 Bank of America shares in Q2 2026, an estimated $493K.
  • Bank of America made up 1.1% of Aviso Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Aviso Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.