Bank of America
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Bank of America’s AvePoint AVPT Stock Holding History

Bank of America’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
1,253,662
+815,074
+186% +$9.18M ﹤0.01% 2807
2025
Q4 		$6.09M Buy
438,588
+61,822
+16% +$854K ﹤0.01% 3224
2025
Q3 		$5.66M Sell
376,766
-175,146
-32% -$2.94M ﹤0.01% 3867
2025
Q2 		$10.7M Buy
551,912
+160,700
+41% +$2.79M ﹤0.01% 3177
2025
Q1 		$5.65M Sell
391,212
-28,932
-7% -$486K ﹤0.01% 3688
2024
Q4 		$6.94M Buy
420,144
+21,383
+5% +$325K ﹤0.01% 3283
2024
Q3 		$4.69M Buy
398,761
+162,813
+69% +$1.78M ﹤0.01% 3791
2024
Q2 		$2.46M Buy
235,948
+71,427
+43% +$619K ﹤0.01% 4279
2024
Q1 		$1.3M Sell
164,521
-55,821
-25% -$439K ﹤0.01% 4761
2023
Q4 		$1.81M Buy
220,342
+33,184
+18% +$259K ﹤0.01% 4515
2023
Q3 		$1.26M Buy
187,158
+65,688
+54% +$414K ﹤0.01% 4651
2023
Q2 		$700K Sell
121,470
-7,219
-6% -$38K ﹤0.01% 5033
2023
Q1 		$530K Buy
128,689
+10,366
+9% +$46.8K ﹤0.01% 5346
2022
Q4 		$486K Buy
118,323
+44,867
+61% +$192K ﹤0.01% 5401
2022
Q3 		$294K Sell
73,456
-78,501
-52% -$370K ﹤0.01% 5751
2022
Q2 		$660K Sell
151,957
-50,522
-25% -$257K ﹤0.01% 5233
2022
Q1 		$1.06M Buy
202,479
+176,275
+673% +$1.01M ﹤0.01% 5173
2021
Q4 		$165K Sell
26,204
-56,414
-68% -$437K ﹤0.01% 6596
2021
Q3 		$702K Buy
82,618
+82,617
+8,261,700% +$822K ﹤0.01% 5372
2021
Q2 		$0 Buy
+1
New +$11 ﹤0.01% 7738
2021
Q1 		– Sell
-4,000
Closed -$60K – 7412
2020
Q4 		$60K Buy
+4,000
New +$47.9K ﹤0.01% 6244

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America's AVPT Position: Q1 2026 in Review

Bank of America increased its AvePoint (AVPT) stake by 186% in Q1 2026, buying an estimated $9.18M and bringing the position to 1,253,662 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Bank of America first reported a position in AVPT in Q4 2020 and has held it in 21 quarters since. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Bank of America held 1,253,662 shares of AvePoint worth $11.9M as of Q1 2026.
  • Bank of America bought 815,074 AvePoint shares in Q1 2026, an estimated $9.18M.
  • AvePoint made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2807 holding.
  • Bank of America first reported a position in AvePoint in Q4 2020 and has held it in 21 quarters since.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.