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CVA Family Office’s Bank of America BAC Stock Holding History

CVA Family Office’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 		$765K Buy
13,418
+349
+3% +$18.6K 0.07% 156
2026
Q1 		$637K Buy
13,069
+1,676
+15% +$86.5K 0.07% 164
2025
Q4 		$627K Buy
11,393
+2,206
+24% +$117K 0.07% 147
2025
Q3 		$474K Buy
9,187
+480
+6% +$23.4K 0.06% 174
2025
Q2 		$412K Sell
8,707
-225
-3% -$9.47K 0.06% 190
2025
Q1 		$373K Buy
8,932
+1,557
+21% +$69.4K 0.06% 194
2024
Q4 		$324K Buy
7,375
+1,237
+20% +$54.4K 0.05% 211
2024
Q3 		$244K Buy
6,138
+977
+19% +$39.2K 0.04% 227
2024
Q2 		$205K Sell
5,161
-372
-7% -$14.3K 0.04% 238
2024
Q1 		$210K Buy
5,533
+22
+0.4% +$755 0.04% 237
2023
Q4 		$186K Sell
5,511
-8,677
-61% -$253K 0.04% 242
2023
Q3 		$388K Buy
14,188
+3,368
+31% +$99.6K 0.09% 139
2023
Q2 		$310K Buy
10,820
+4,502
+71% +$128K 0.07% 168
2023
Q1 		$181K Sell
6,318
-9,431
-60% -$311K 0.04% 233
2022
Q4 		$522K Sell
15,749
-620
-4% -$21.4K 0.13% 110
2022
Q3 		$494K Sell
16,369
-200
-1% -$6.69K 0.13% 106
2022
Q2 		$516K Buy
16,569
+2,325
+16% +$83.7K 0.14% 98
2022
Q1 		$587K Buy
14,244
+370
+3% +$16.7K 0.14% 95
2021
Q4 		$617K Buy
13,874
+7,845
+130% +$357K 0.15% 91
2021
Q3 		$145K Sell
6,029
-7,845
-57% -$316K 0.1% 100
2021
Q2 		$572K Buy
13,874
+3,610
+35% +$148K 0.16% 86
2021
Q1 		$397K Buy
10,264
+5,825
+131% +$201K 0.15% 86
2020
Q4 		$135K Sell
4,439
-1,590
-26% -$42.6K 0.08% 109
2020
Q3 		$145K Sell
6,029
-100
-2% -$2.49K 0.1% 100
2020
Q2 		$146K Buy
6,129
+364
+6% +$8.6K 0.12% 94
2020
Q1 		$122K Sell
5,765
-465
-7% -$13.9K 0.12% 94
2019
Q4 		$219K Buy
+6,230
New +$201K 0.2% 74

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CVA Family Office's BAC Position: Q2 2026 in Review

CVA Family Office increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 13,418 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #156.

CVA Family Office first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CVA Family Office held 13,418 shares of Bank of America worth $765K as of Q2 2026.
  • CVA Family Office bought 349 Bank of America shares in Q2 2026, an estimated $18.6K.
  • Bank of America made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #156 holding.
  • CVA Family Office first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.