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CV Advisors’s Bank of America BAC Stock Holding History

CV 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
Q2 		$4.37M Sell
76,674
-14,280
-16% -$759K 0.81% 17
2026
Q1 		$4.43M Sell
90,954
-14,209
-14% -$733K 1.21% 11
2025
Q4 		$5.78M Buy
105,163
+215
+0.2% +$11.4K 1.48% 9
2025
Q3 		$5.41M Hold
104,948
– – 1.5% 9
2025
Q2 		$4.97M Sell
104,948
-2,673
-2% -$112K 1.53% 10
2025
Q1 		$4.46M Buy
+107,621
New +$4.8M 1.57% 11

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CV Advisors's BAC Position: Q2 2026 in Review

CV Advisors reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $759K and leaving 76,674 shares worth $4.37M. The position accounts for 0.81% of the portfolio, ranked #17.

CV Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.78M in Q4 2025. 881 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CV Advisors held 76,674 shares of Bank of America worth $4.37M as of Q2 2026.
  • CV Advisors sold 14,280 Bank of America shares in Q2 2026, an estimated $759K.
  • Bank of America made up 0.81% of CV Advisors's portfolio in Q2 2026, its #17 holding.
  • CV Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • CV Advisors's Bank of America position peaked at $5.78M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.