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Caerus Investment Advisors’s Bank of America BAC Stock Holding History

Caerus Investment Advisors’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 		– Sell
-16,826
Closed -$925K – 293
2025
Q4 		$925K Buy
16,826
+1,667
+11% +$88.1K 0.3% 68
2025
Q3 		$782K Buy
+15,159
New +$740K 0.32% 57
2023
Q4 		– Sell
-20,100
Closed -$550K – 37
2023
Q3 		$550K Hold
20,100
– – 0.57% 19
2023
Q2 		$577K Hold
20,100
– – 0.65% 19
2023
Q1 		$575K Hold
20,100
– – 0.66% 22
2022
Q4 		$666K Sell
20,100
-5,000
-20% -$172K 1.01% 14
2022
Q3 		$758K Hold
25,100
– – 0.96% 20
2022
Q2 		$781K Hold
25,100
– – 0.95% 18
2022
Q1 		$913K Buy
+25,100
New +$1.13M 1.11% 16

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

Caerus Investment Advisors's BAC Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 16,826 shares — an estimated $925K sold.

Caerus Investment Advisors first reported a position in BAC in Q1 2022 and held it in 9 quarters. The position peaked at $925K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 16,826 Bank of America shares in Q1 2026, an estimated $925K.
  • Caerus Investment Advisors first reported a position in Bank of America in Q1 2022 and held it in 9 quarters.
  • Caerus Investment Advisors's Bank of America position peaked at $925K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.