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Claro Advisors’s Bank of America BAC Stock Holding History

Claro Advisors’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 		$2.28M Buy
46,759
+3,741
+9% +$193K 0.27% 69
2025
Q4 		$2.37M Sell
43,018
-3
-0% -$159 0.32% 65
2025
Q3 		$2.22M Buy
43,021
+6,054
+16% +$295K 0.32% 64
2025
Q2 		$1.75M Sell
36,967
-8,981
-20% -$378K 0.29% 76
2025
Q1 		$1.92M Sell
45,948
-1,642
-3% -$73.2K 0.26% 68
2024
Q4 		$2.09M Sell
47,590
-12,722
-21% -$560K 0.28% 64
2024
Q3 		$2.39M Buy
60,312
+18,400
+44% +$737K 0.31% 60
2024
Q2 		$1.67M Sell
41,912
-15,530
-27% -$595K 0.26% 77
2024
Q1 		$2.18M Buy
57,442
+2,793
+5% +$95.9K 0.38% 48
2023
Q4 		$1.84M Sell
54,649
-1,014
-2% -$29.5K 0.4% 46
2023
Q3 		$1.52M Sell
55,663
-306
-0.5% -$9.05K 0.38% 56
2023
Q2 		$1.61M Sell
55,969
-163
-0.3% -$4.65K 0.4% 50
2023
Q1 		$1.61M Buy
56,132
+7,331
+15% +$242K 0.47% 45
2022
Q4 		$1.62M Buy
48,801
+4,453
+10% +$153K 0.53% 44
2022
Q3 		$1.38M Hold
44,348
– – 0.55% 41
2022
Q2 		$1.38M Buy
44,348
+1,959
+5% +$70.5K 0.55% 41
2022
Q1 		$1.89M Hold
42,389
– – 0.68% 31
2021
Q4 		$1.89M Buy
42,389
+2,017
+5% +$91.9K 0.68% 31
2021
Q3 		$1.71M Sell
40,372
-623
-2% -$25.1K 0.72% 30
2021
Q2 		$1.69M Buy
40,995
+1,195
+3% +$49K 0.76% 30
2021
Q1 		$1.54M Sell
39,800
-22
-0.1% -$759 0.78% 27
2020
Q4 		$1.21M Buy
39,822
+1,964
+5% +$52.6K 0.64% 37
2020
Q3 		$912K Sell
37,858
-1,738
-4% -$43.3K 0.58% 37
2020
Q2 		$940K Buy
39,596
+148
+0.4% +$3.5K 0.65% 31
2020
Q1 		$837K Buy
39,448
+15
+0% +$450 0.78% 29
2019
Q4 		$1.39M Buy
39,433
+436
+1% +$14.1K 1.07% 24
2019
Q3 		$1.14M Sell
38,997
-578
-1% -$16.6K 1.01% 26
2019
Q2 		$1.15M Sell
39,575
-518
-1% -$14.9K 1.06% 22
2019
Q1 		$1.11M Sell
40,093
-3,300
-8% -$93.3K 1.09% 22
2018
Q4 		$1.28M Buy
+43,393
New +$1.18M 1.02% 18

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

Claro Advisors's BAC Position: Q1 2026 in Review

Claro Advisors increased its Bank of America (BAC) stake by 8.7% in Q1 2026, buying an estimated $193K and bringing the position to 46,759 shares worth $2.28M. The position accounts for 0.27% of the portfolio, ranked #69.

Claro Advisors first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.39M in Q3 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Claro Advisors held 46,759 shares of Bank of America worth $2.28M as of Q1 2026.
  • Claro Advisors bought 3,741 Bank of America shares in Q1 2026, an estimated $193K.
  • Bank of America made up 0.27% of Claro Advisors's portfolio in Q1 2026, its #69 holding.
  • Claro Advisors first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Bank of America position peaked at $2.39M in Q3 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.