Cetera Investment Advisers
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Cetera Investment Advisers’s Bank of America BAC Stock Holding History

Cetera Investment Advisers’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 		$101M Buy
2,066,180
+54,378
+3% +$2.81M 0.11% 180
2025
Q4 		$111M Buy
2,011,802
+135,582
+7% +$7.17M 0.12% 154
2025
Q3 		$96.8M Buy
1,876,220
+575,687
+44% +$28.1M 0.11% 163
2025
Q2 		$61.5M Buy
1,300,533
+40,176
+3% +$1.69M 0.1% 187
2025
Q1 		$52.6M Buy
1,260,357
+170,866
+16% +$7.61M 0.1% 202
2024
Q4 		$47.9M Sell
1,089,491
-6,801
-0.6% -$299K 0.1% 206
2024
Q3 		$43.5M Sell
1,096,292
-121,444
-10% -$4.87M 0.1% 211
2024
Q2 		$48.4M Sell
1,217,736
-510,196
-30% -$19.6M 0.11% 171
2024
Q1 		$65.5M Buy
1,727,932
+1,148,749
+198% +$39.4M 0.15% 127
2023
Q4 		$19.5M Sell
579,183
-19,748
-3% -$575K 0.16% 127
2023
Q3 		$16.4M Buy
598,931
+9,729
+2% +$288K 0.14% 143
2023
Q2 		$16.9M Buy
589,202
+270
+0% +$7.71K 0.14% 135
2023
Q1 		$16.8M Buy
588,932
+41,163
+8% +$1.36M 0.15% 132
2022
Q4 		$18.1M Buy
547,769
+34,461
+7% +$1.19M 0.17% 115
2022
Q3 		$16K Buy
513,308
+20,053
+4% +$670K ﹤0.01% 1644
2022
Q2 		$15.4M Buy
493,255
+90,751
+23% +$3.27M 0.24% 83
2022
Q1 		$16.6M Buy
402,504
+17,461
+5% +$788K 0.24% 84
2021
Q4 		$17.1M Buy
385,043
+10,389
+3% +$473K 0.25% 80
2021
Q3 		$15.9M Buy
374,654
+4,363
+1% +$176K 0.25% 83
2021
Q2 		$15.3M Buy
370,291
+5,314
+1% +$218K 0.25% 87
2021
Q1 		$14.1M Buy
364,977
+15,460
+4% +$533K 0.28% 75
2020
Q4 		$10.6M Buy
349,517
+265,456
+316% +$7.12M 0.21% 106
2020
Q3 		$2.02M Buy
84,061
+4,435
+6% +$110K 0.17% 148
2020
Q2 		$1.89M Buy
79,626
+11,353
+17% +$268K 0.18% 149
2020
Q1 		$1.45M Buy
68,273
+3,435
+5% +$103K 0.18% 143
2019
Q4 		$2.29M Buy
64,838
+1,255
+2% +$40.6K 0.23% 116
2019
Q3 		$1.86M Sell
63,583
-14,684
-19% -$422K 0.23% 118
2019
Q2 		$2.27M Buy
78,267
+1,107
+1% +$31.9K 0.29% 89
2019
Q1 		$2.14M Buy
77,160
+249
+0.3% +$7.04K 0.3% 91
2018
Q4 		$1.89M Buy
76,911
+167
+0.2% +$4.53K 0.31% 90
2018
Q3 		$2.26M Buy
76,744
+9,760
+15% +$297K 0.32% 81
2018
Q2 		$1.89M Buy
66,984
+6,828
+11% +$204K 0.33% 79
2018
Q1 		$1.8M Buy
60,156
+1,402
+2% +$44K 0.34% 77
2017
Q4 		$1.74M Buy
58,754
+3,557
+6% +$98K 0.32% 85
2017
Q3 		$1.4M Buy
55,197
+3,088
+6% +$74.9K 0.31% 84
2017
Q2 		$1.27M Buy
52,109
+11,439
+28% +$267K 0.31% 86
2017
Q1 		$957K Buy
40,670
+4,387
+12% +$104K 0.26% 108
2016
Q4 		$800K Buy
36,283
+3,681
+11% +$70.9K 0.27% 102
2016
Q3 		$513K Buy
32,602
+191
+0.6% +$2.84K 0.22% 127
2016
Q2 		$427K Buy
32,411
+1,586
+5% +$22.3K 0.17% 166
2016
Q1 		$413K Buy
30,825
+15,822
+105% +$214K 0.18% 148
2015
Q4 		$253K Buy
+15,003
New +$254K 0.12% 209

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

Cetera Investment Advisers's BAC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Bank of America (BAC) stake by 2.7% in Q1 2026, buying an estimated $2.81M and bringing the position to 2,066,180 shares worth $101M. The position accounts for 0.11% of the portfolio, ranked #180.

Cetera Investment Advisers first reported a position in BAC in Q4 2015 and has held it in 42 quarters since. The position peaked at $111M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cetera Investment Advisers held 2,066,180 shares of Bank of America worth $101M as of Q1 2026.
  • Cetera Investment Advisers bought 54,378 Bank of America shares in Q1 2026, an estimated $2.81M.
  • Bank of America made up 0.11% of Cetera Investment Advisers's portfolio in Q1 2026, its #180 holding.
  • Cetera Investment Advisers first reported a position in Bank of America in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Bank of America position peaked at $111M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.