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Capital Investment Advisory Services’s Bank of America BAC Stock Holding History

Capital Investment Advisory Services’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 		$4.52M Sell
92,793
-8,424
-8% -$435K 0.33% 67
2025
Q4 		$5.57M Sell
101,217
-1,683
-2% -$89K 0.39% 60
2025
Q3 		$5.31M Sell
102,900
-1,815
-2% -$88.5K 0.42% 57
2025
Q2 		$4.96M Buy
104,715
+965
+0.9% +$40.6K 0.41% 58
2025
Q1 		$4.33M Buy
103,750
+1,809
+2% +$80.6K 0.39% 60
2024
Q4 		$4.48M Buy
101,941
+2,314
+2% +$102K 0.43% 56
2024
Q3 		$3.95M Buy
99,627
+1,410
+1% +$56.5K 0.37% 68
2024
Q2 		$3.91M Sell
98,217
-23
-0% -$881 0.4% 55
2024
Q1 		$3.73M Sell
98,240
-10,550
-10% -$362K 0.4% 56
2023
Q4 		$3.66M Buy
108,790
+9,485
+10% +$276K 0.34% 57
2023
Q3 		$2.72M Buy
99,305
+1,822
+2% +$53.9K 0.27% 66
2023
Q2 		$2.8M Buy
97,483
+1,334
+1% +$38.1K 0.28% 65
2023
Q1 		$2.75M Buy
96,149
+2,854
+3% +$94.2K 0.32% 64
2022
Q4 		$3.09M Buy
93,295
+12,842
+16% +$442K 0.37% 54
2022
Q3 		$2.43M Buy
80,453
+6,374
+9% +$213K 0.31% 62
2022
Q2 		$2.31M Buy
74,079
+256
+0.3% +$9.22K 0.28% 74
2022
Q1 		$3.04M Sell
73,823
-3,199
-4% -$144K 0.33% 60
2021
Q4 		$3.43M Buy
77,022
+854
+1% +$38.9K 0.41% 54
2021
Q3 		$3.23M Buy
76,168
+3,695
+5% +$149K 0.41% 50
2021
Q2 		$2.99M Sell
72,473
-2,101
-3% -$86.1K 0.38% 60
2021
Q1 		$2.88M Sell
74,574
-2,666
-3% -$92K 0.41% 57
2020
Q4 		$2.34M Buy
77,240
+7,676
+11% +$206K 0.35% 68
2020
Q3 		$1.68M Sell
69,564
-4,322
-6% -$108K 0.32% 76
2020
Q2 		$1.75M Buy
73,886
+15,831
+27% +$374K 0.36% 67
2020
Q1 		$1.23M Sell
58,055
-14,872
-20% -$446K 0.3% 76
2019
Q4 		$2.57M Sell
72,927
-639
-0.9% -$20.7K 0.69% 30
2019
Q3 		$2.15M Sell
73,566
-1,092
-1% -$31.4K 0.6% 31
2019
Q2 		$2.21M Buy
74,658
+7,534
+11% +$217K 0.67% 26
2019
Q1 		$1.85M Buy
67,124
+828
+1% +$23.4K 0.69% 24
2018
Q4 		$1.63M Sell
66,296
-4,875
-7% -$132K 0.7% 25
2018
Q3 		$2.1M Sell
71,171
-2,225
-3% -$67.8K 0.98% 21
2018
Q2 		$2.07M Sell
73,396
-306
-0.4% -$9.13K 1.04% 20
2018
Q1 		$2.21M Buy
73,702
+27,212
+59% +$855K 1.23% 16
2017
Q4 		$1.37M Sell
46,490
-1,400
-3% -$38.6K 0.81% 27
2017
Q3 		$1.21M Sell
47,890
-6,919
-13% -$168K 0.75% 33
2017
Q2 		$1.33M Buy
54,809
+153
+0.3% +$3.57K 0.88% 28
2017
Q1 		$1.29M Sell
54,656
-492
-0.9% -$11.7K 0.94% 25
2016
Q4 		$1.22M Buy
+55,148
New +$1.06M 1.06% 21

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

Capital Investment Advisory Services's BAC Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Bank of America (BAC) stake by 8.3% in Q1 2026, selling an estimated $435K and leaving 92,793 shares worth $4.52M. The position accounts for 0.33% of the portfolio, ranked #67.

Capital Investment Advisory Services first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.57M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Capital Investment Advisory Services held 92,793 shares of Bank of America worth $4.52M as of Q1 2026.
  • Capital Investment Advisory Services sold 8,424 Bank of America shares in Q1 2026, an estimated $435K.
  • Bank of America made up 0.33% of Capital Investment Advisory Services's portfolio in Q1 2026, its #67 holding.
  • Capital Investment Advisory Services first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Capital Investment Advisory Services's Bank of America position peaked at $5.57M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.