Evolution Wealth Advisors’s Bank of America BAC Stock Holding History

Evolution Wealth 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	$1.07M	Buy	18,859 +16,772	+804%	+$892K	0.13%	81
2026 Q1	$969K	Hold	2,087	–	–	0.1%	76
2025 Q4	$1.09M	Hold	2,087	–	–	0.11%	73
2025 Q3	$1.03M	Hold	2,087	–	–	0.14%	76
2025 Q2	$940K	Sell	2,087 -17,782	-89%	-$748K	0.14%	77
2025 Q1	$829K	Buy	+19,869	New	+$885K	0.14%	69
2021 Q4	–	Sell	-2,459	Closed	-$104K	–	189
2021 Q3	$104K	Buy	2,459 +1,451	+144%	+$58.4K	0.02%	151
2021 Q2	$42K	Sell	1,008 -2,692	-73%	-$110K	0.01%	224
2021 Q1	$143K	Buy	3,700 +345	+10%	+$11.9K	0.03%	127
2020 Q4	$102K	Sell	3,355 -738	-18%	-$19.8K	0.02%	133
2020 Q3	$99K	Sell	4,093 -71	-2%	-$1.77K	0.03%	142
2020 Q2	$99K	Buy	4,164 +977	+31%	+$23.1K	0.03%	115
2020 Q1	$68K	Buy	3,187 +1,846	+138%	+$55.3K	0.03%	102
2019 Q4	$47K	Buy	1,341 +443	+49%	+$14.3K	0.01%	153
2019 Q3	$26K	Sell	898 -713,327	-100%	-$20.5M	0.01%	72
2019 Q2	$27.6M	Buy	+714,225	New	+$20.6M	11.92%	3

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Wealth Advisors's BAC Position: Q2 2026 in Review

Evolution Wealth Advisors increased its Bank of America (BAC) stake by 804% in Q2 2026, buying an estimated $892K and bringing the position to 18,859 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #81.

Evolution Wealth Advisors first reported a position in BAC in Q2 2019 and has held it in 16 quarters since. The position peaked at $27.6M in Q2 2019. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Evolution Wealth Advisors held 18,859 shares of Bank of America worth $1.07M as of Q2 2026.
Evolution Wealth Advisors bought 16,772 Bank of America shares in Q2 2026, an estimated $892K.
Bank of America made up 0.13% of Evolution Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Evolution Wealth Advisors first reported a position in Bank of America in Q2 2019 and has held it in 16 quarters since.
Evolution Wealth Advisors's Bank of America position peaked at $27.6M in Q2 2019.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.