CIAS
BAC icon

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
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 $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

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

CBIZ Investment Advisory Services reduced its Bank of America (BAC) stake by 34% in Q1 2026, selling an estimated $108K and leaving 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 9 quarters since. The position peaked at $355K in Q1 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CBIZ Investment Advisory Services held 3,991 shares of Bank of America worth $195K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 2,096 Bank of America shares in Q1 2026, an estimated $108K.
  • Bank of America made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #47 holding.
  • CBIZ Investment Advisory Services first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Bank of America position peaked at $355K in Q1 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.