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Avity Investment Management’s Bank of America BAC Stock Holding History

Avity Investment 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 		$1.65M Sell
28,900
-1,400
-5% -$74.5K 0.11% 60
2026
Q1 		$1.48M Sell
30,300
-1,800
-6% -$92.9K 0.11% 63
2025
Q4 		$1.77M Sell
32,100
-1,500
-4% -$79.3K 0.12% 58
2025
Q3 		$1.73M Sell
33,600
-4,444
-12% -$217K 0.12% 56
2025
Q2 		$1.8M Sell
38,044
-19,181
-34% -$807K 0.13% 52
2025
Q1 		$2.39M Sell
57,225
-8,300
-13% -$370K 0.19% 44
2024
Q4 		$2.88M Sell
65,525
-12,000
-15% -$528K 0.23% 42
2024
Q3 		$3.08M Buy
77,525
+7,075
+10% +$284K 0.24% 41
2024
Q2 		$2.8M Buy
70,450
+15,700
+29% +$602K 0.23% 42
2024
Q1 		$2.08M Buy
54,750
+2,500
+5% +$85.8K 0.17% 44
2023
Q4 		$1.76M Buy
52,250
+9,325
+22% +$272K 0.16% 44
2023
Q3 		$1.18M Sell
42,925
-8,680
-17% -$257K 0.12% 45
2023
Q2 		$1.48M Sell
51,605
-101,535
-66% -$2.9M 0.14% 46
2023
Q1 		$4.38M Buy
153,140
+10,704
+8% +$353K 0.43% 37
2022
Q4 		$4.72M Sell
142,436
-2,500
-2% -$86.1K 0.48% 36
2022
Q3 		$4.38M Sell
144,936
-12,750
-8% -$426K 0.47% 34
2022
Q2 		$4.91M Sell
157,686
-278,528
-64% -$10M 0.5% 34
2022
Q1 		$18M Sell
436,214
-44,114
-9% -$1.99M 1.58% 30
2021
Q4 		$21.4M Buy
480,328
+103,150
+27% +$4.7M 1.67% 30
2021
Q3 		$16M Buy
377,178
+1,380
+0.4% +$55.6K 1.35% 32
2021
Q2 		$15.5M Buy
375,798
+3,181
+0.9% +$130K 1.31% 32
2021
Q1 		$14.4M Buy
372,617
+5,010
+1% +$173K 1.31% 32
2020
Q4 		$11.1M Sell
367,607
-403,761
-52% -$10.8M 1.06% 32
2020
Q3 		$18.6M Sell
771,368
-255,204
-25% -$6.35M 1.94% 28
2020
Q2 		$24.4M Sell
1,026,572
-35,720
-3% -$844K 2.74% 21
2020
Q1 		$22.6M Sell
1,062,292
-22,085
-2% -$662K 3.14% 16
2019
Q4 		$38.2M Sell
1,084,377
-18,670
-2% -$603K 4.22% 2
2019
Q3 		$32.2M Buy
1,103,047
+38,606
+4% +$1.11M 3.88% 5
2019
Q2 		$30.9M Sell
1,064,441
-5,928
-0.6% -$171K 3.67% 7
2019
Q1 		$29.5M Sell
1,070,369
-42,535
-4% -$1.2M 3.58% 9
2018
Q4 		$27.4M Buy
1,112,904
+33
+0% +$895 3.82% 5
2018
Q3 		$32.8M Buy
1,112,871
+59,907
+6% +$1.82M 3.89% 4
2018
Q2 		$29.7M Sell
1,052,964
-9,143
-0.9% -$273K 3.76% 7
2018
Q1 		$31.9M Sell
1,062,107
-17,913
-2% -$563K 4.16% 3
2017
Q4 		$31.9M Buy
1,080,020
+54,889
+5% +$1.51M 4.03% 4
2017
Q3 		$26M Buy
1,025,131
+26,980
+3% +$655K 3.46% 11
2017
Q2 		$24.2M Buy
998,151
+412,395
+70% +$9.62M 3.29% 13
2017
Q1 		$13.8M Buy
585,756
+553,805
+1,733% +$13.1M 1.94% 30
2016
Q4 		$706K Sell
31,951
-2,000
-6% -$38.5K 0.11% 45
2016
Q3 		$553K Hold
33,951
– – 0.09% 47
2016
Q2 		$451K Hold
33,951
– – 0.07% 51
2016
Q1 		$475K Sell
33,951
-2,200
-6% -$29.7K 0.08% 52
2015
Q4 		$608K Sell
36,151
-1,000
-3% -$16.9K 0.1% 49
2015
Q3 		$591K Sell
37,151
-100
-0.3% -$1.68K 0.1% 49
2015
Q2 		$634K Hold
37,251
– – 0.1% 45
2015
Q1 		$580K Sell
37,251
-4,010
-10% -$64.4K 0.09% 48
2014
Q4 		$738K Sell
41,261
-500
-1% -$8.56K 0.12% 44
2014
Q3 		$712K Sell
41,761
-3,590
-8% -$57.2K 0.12% 44
2014
Q2 		$697K Buy
45,351
+1,281
+3% +$19.9K 0.12% 47
2014
Q1 		$758K Sell
44,070
-7,000
-14% -$118K 0.14% 37
2013
Q4 		$795K Buy
51,070
+13,800
+37% +$205K 0.15% 40
2013
Q3 		$514K Hold
37,270
– – 0.11% 43
2013
Q2 		$479K Buy
+37,270
New +$475K 0.1% 44

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avity Investment Management's BAC Position: Q2 2026 in Review

Avity Investment Management reduced its Bank of America (BAC) stake by 4.6% in Q2 2026, selling an estimated $74.5K and leaving 28,900 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #60.

Avity Investment Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.2M in Q4 2019. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Avity Investment Management held 28,900 shares of Bank of America worth $1.65M as of Q2 2026.
  • Avity Investment Management sold 1,400 Bank of America shares in Q2 2026, an estimated $74.5K.
  • Bank of America made up 0.11% of Avity Investment Management's portfolio in Q2 2026, its #60 holding.
  • Avity Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Avity Investment Management's Bank of America position peaked at $38.2M in Q4 2019.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.