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

CBIZ 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
Q2 		$195K Hold
3,991
– – 0.01% 47
2026
Q1 		$195K Sell
3,991
-2,096
-34% -$108K 0.01% 47
2025
Q4 		$335K Buy
6,087
+911
+18% +$48.2K 0.01% 43
2025
Q3 		$267K Sell
5,176
-851
-14% -$41.5K 0.01% 45
2025
Q2 		$285K Sell
6,027
-2,481
-29% -$104K 0.01% 43
2025
Q1 		$355K Buy
8,508
+828
+11% +$36.9K 0.02% 38
2024
Q4 		$338K Buy
7,680
+6,461
+530% +$284K 0.02% 41
2024
Q3 		$48.4K Sell
1,219
-752
-38% -$30.1K ﹤0.01% 111
2024
Q2 		$78.4K Buy
1,971
+513
+35% +$19.7K ﹤0.01% 78
2024
Q1 		$55.3K Buy
+1,458
New +$50K ﹤0.01% 97
2021
Q3 		– Hold
0
– – – 96
2021
Q2 		– Hold
0
– – – 95
2021
Q1 		– Hold
0
– – – 85
2020
Q4 		– Hold
0
– – – 104
2020
Q3 		– Hold
0
– – – 108
2020
Q2 		– Hold
0
– – – 112
2020
Q1 		– Hold
0
– – – 203
2019
Q4 		– Hold
0
– – – 133

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's BAC Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Bank of America (BAC) position steady in Q2 2026 at 3,991 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #47.

CBIZ Investment Advisory Services first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $355K in Q1 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CBIZ Investment Advisory Services held 3,991 shares of Bank of America worth $195K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
  • CBIZ Investment Advisory Services first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Bank of America position peaked at $355K in Q1 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.