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 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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Advisors's BAC Position: Q1 2026 in Review

Evolution Wealth Advisors held its Bank of America (BAC) position steady in Q1 2026 at 2,087 shares worth $969K. The position accounts for 0.1% of the portfolio, ranked #76.

Evolution Wealth Advisors first reported a position in BAC in Q2 2019 and has held it in 15 quarters since. The position peaked at $27.6M in Q2 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Evolution Wealth Advisors held 2,087 shares of Bank of America worth $969K as of Q1 2026.
Evolution Wealth Advisors left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.1% of Evolution Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Evolution Wealth Advisors first reported a position in Bank of America in Q2 2019 and has held it in 15 quarters since.
Evolution Wealth Advisors's Bank of America position peaked at $27.6M in Q2 2019.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.