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Catherine Avery Investment Management’s Bank of America BAC Stock Holding History

Catherine Avery 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 		$6.36M Sell
111,573
-2,925
-3% -$156K 2.78% 14
2026
Q1 		$5.58M Buy
114,498
+36,397
+47% +$1.88M 2.5% 25
2025
Q4 		$4.3M Sell
78,101
-6,379
-8% -$337K 2.57% 20
2025
Q3 		$4.36M Buy
84,480
+15,117
+22% +$737K 2.81% 15
2025
Q2 		$3.28M Buy
69,363
+60,956
+725% +$2.56M 2.49% 22
2025
Q1 		$351K Sell
8,407
-1,124
-12% -$50.1K 0.31% 38
2024
Q4 		$419K Buy
+9,531
New +$419K 0.37% 38

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

Catherine Avery Investment Management's BAC Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Bank of America (BAC) stake by 2.6% in Q2 2026, selling an estimated $156K and leaving 111,573 shares worth $6.36M. The position accounts for 2.78% of the portfolio, ranked #14.

Catherine Avery Investment Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Catherine Avery Investment Management held 111,573 shares of Bank of America worth $6.36M as of Q2 2026.
  • Catherine Avery Investment Management sold 2,925 Bank of America shares in Q2 2026, an estimated $156K.
  • Bank of America made up 2.78% of Catherine Avery Investment Management's portfolio in Q2 2026, its #14 holding.
  • Catherine Avery Investment Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.