CIA
BAC icon

Cohen Investment Advisors’s Bank of America BAC Stock Holding History

Cohen Investment 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 		$4.47M Buy
91,755
+573
+0.6% +$29.6K 2.13% 17
2025
Q4 		$5.02M Buy
91,182
+675
+0.7% +$35.7K 2.31% 12
2025
Q3 		$4.67M Buy
90,507
+2,422
+3% +$118K 2.27% 14
2025
Q2 		$4.17M Buy
88,085
+3,064
+4% +$129K 2.18% 16
2025
Q1 		$3.55M Buy
85,021
+11,178
+15% +$498K 2.06% 22
2024
Q4 		$3.25M Sell
73,843
-8,361
-10% -$368K 1.96% 18
2024
Q3 		$3.26M Buy
82,204
+8,989
+12% +$360K 1.99% 17
2024
Q2 		$2M Sell
73,215
-5,253
-7% -$201K 1.61% 29
2024
Q1 		$2.98M Buy
78,468
+3,787
+5% +$130K 1.93% 21
2023
Q4 		$2.51M Buy
74,681
+1,466
+2% +$42.7K 1.85% 24
2023
Q3 		$2M Buy
73,215
+8,664
+13% +$256K 1.61% 29
2023
Q2 		$1.85M Sell
64,551
-9,955
-13% -$284K 1.49% 31
2023
Q1 		$2.13M Buy
74,506
+2,053
+3% +$67.8K 1.69% 28
2022
Q4 		$2.4M Buy
72,453
+792
+1% +$27.3K 2% 23
2022
Q3 		$2.16M Sell
71,661
-32
-0% -$1.07K 1.99% 22
2022
Q2 		$2.23M Buy
71,693
+1,146
+2% +$41.3K 1.91% 25
2022
Q1 		$2.91M Sell
70,547
-1,060
-1% -$47.8K 2.16% 15
2021
Q4 		$3.19M Sell
71,607
-179
-0.2% -$8.15K 2.27% 13
2021
Q3 		$3.05M Sell
71,786
-2,448
-3% -$98.6K 2.34% 9
2021
Q2 		$3.06M Sell
74,234
-3,996
-5% -$164K 2.38% 14
2021
Q1 		$3.06M Buy
78,230
+4,382
+6% +$151K 2.48% 8
2020
Q4 		$2.24M Buy
+73,848
New +$1.98M 2.02% 19

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

Cohen Investment Advisors's BAC Position: Q1 2026 in Review

Cohen Investment Advisors increased its Bank of America (BAC) stake by 0.63% in Q1 2026, buying an estimated $29.6K and bringing the position to 91,755 shares worth $4.47M. The position accounts for 2.13% of the portfolio, ranked #17.

Cohen Investment Advisors first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.02M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cohen Investment Advisors held 91,755 shares of Bank of America worth $4.47M as of Q1 2026.
  • Cohen Investment Advisors bought 573 Bank of America shares in Q1 2026, an estimated $29.6K.
  • Bank of America made up 2.13% of Cohen Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Cohen Investment Advisors first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Bank of America position peaked at $5.02M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.