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David J. Yvars Group’s Bank of America BAC Stock Holding History

David J. Yvars Group’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 		$4.79M Buy
84,060
+247
+0.3% +$13.1K 2.26% 11
2026
Q1 		$4.09M Buy
83,813
+2
+0% +$103 2.28% 10
2025
Q4 		$4.61M Sell
83,811
-1,170
-1% -$61.8K 2.45% 10
2025
Q3 		$4.38M Hold
84,981
– – 2.35% 11
2025
Q2 		$4.02M Hold
84,981
– – 2.36% 11
2025
Q1 		$3.55M Hold
84,981
– – 2.79% 9
2024
Q4 		$3.73M Buy
84,981
+161
+0.2% +$7.08K 2.28% 13
2024
Q3 		$3.37M Sell
84,820
-17,319
-17% -$694K 2.08% 14
2024
Q2 		$4.06M Buy
102,139
+129
+0.1% +$4.94K 2.54% 13
2024
Q1 		$3.87M Sell
102,010
-3,355
-3% -$115K 2.61% 12
2023
Q4 		$3.55M Sell
105,365
-501
-0.5% -$14.6K 2.85% 11
2023
Q3 		$2.9M Buy
105,866
+123
+0.1% +$3.64K 2.42% 13
2023
Q2 		$3.03M Buy
105,743
+107
+0.1% +$3.05K 2.51% 12
2023
Q1 		$3.02M Sell
105,636
-1,042
-1% -$34.4K 2.73% 10
2022
Q4 		$3.53M Buy
106,678
+377
+0.4% +$13K 4.43% 8
2022
Q3 		$3.21M Buy
106,301
+98
+0.1% +$3.28K 3.57% 11
2022
Q2 		$3.35M Buy
106,203
+25
+0% +$900 4.56% 7
2022
Q1 		$4.38M Buy
106,178
+18
+0% +$812 3.05% 14
2021
Q4 		$4.72M Buy
106,160
+18
+0% +$820 2.92% 13
2021
Q3 		$4.57M Buy
106,142
+18
+0% +$725 2.67% 14
2021
Q2 		$4.38M Buy
106,124
+302
+0.3% +$12.4K 2.46% 15
2021
Q1 		$4.09M Buy
105,822
+2,530
+2% +$87.3K 2.61% 14
2020
Q4 		$3.13M Buy
+103,292
New +$2.77M 2.12% 14

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

David J. Yvars Group's BAC Position: Q2 2026 in Review

David J. Yvars Group increased its Bank of America (BAC) stake by 0.29% in Q2 2026, buying an estimated $13.1K and bringing the position to 84,060 shares worth $4.79M. The position accounts for 2.26% of the portfolio, ranked #11.

David J. Yvars Group first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • David J. Yvars Group held 84,060 shares of Bank of America worth $4.79M as of Q2 2026.
  • David J. Yvars Group bought 247 Bank of America shares in Q2 2026, an estimated $13.1K.
  • Bank of America made up 2.26% of David J. Yvars Group's portfolio in Q2 2026, its #11 holding.
  • David J. Yvars Group first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.