CV Advisors
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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
Q3 		$4.17M Hold
76,674
– – 0.7% 15
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

CV Advisors's BAC Position: Q3 2026 in Review

CV Advisors held its Bank of America (BAC) position steady in Q3 2026 at 76,674 shares worth $4.17M. The position accounts for 0.7% of the portfolio, ranked #15.

CV Advisors first reported a position in BAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.78M in Q4 2025. 920 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • CV Advisors held 76,674 shares of Bank of America worth $4.17M as of Q3 2026.
  • CV Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.7% of CV Advisors's portfolio in Q3 2026, its #15 holding.
  • CV Advisors first reported a position in Bank of America in Q1 2025 and has held it in 7 quarters since.
  • CV Advisors's Bank of America position peaked at $5.78M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.