Finivi Inc’s Bank of America BAC Stock Holding History

Finivi Inc’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	18,698 +19	+0.1%	+$1.01K	0.55%	46
2026 Q1	$911K	Sell	18,679 -396	-2%	-$20.4K	0.5%	47
2025 Q4	$1.05M	Sell	19,075 -78	-0.4%	-$4.12K	0.61%	40
2025 Q3	$988K	Buy	19,153 +91	+0.5%	+$4.44K	0.63%	38
2025 Q2	$902K	Sell	19,062 -197	-1%	-$8.29K	0.61%	43
2025 Q1	$804K	Sell	19,259 -67	-0.3%	-$2.99K	0.65%	42
2024 Q4	$849K	Sell	19,326 -1,039	-5%	-$45.7K	0.68%	36
2024 Q3	$808K	Sell	20,365 -17	-0.1%	-$681	0.66%	37
2024 Q2	$811K	Buy	20,382 +66	+0.3%	+$2.53K	0.67%	41
2024 Q1	$770K	Sell	20,316 -169	-0.8%	-$5.8K	0.7%	40
2023 Q4	$690K	Buy	+20,485	New	+$596K	0.67%	42
2021 Q4	$1.09M	Buy	+24,560	New	+$1.12M	1.15%	31

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

Finivi Inc's BAC Position: Q2 2026 in Review

Finivi Inc increased its Bank of America (BAC) stake by 0.1% in Q2 2026, buying an estimated $1.01K and bringing the position to 18,698 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #46.

Finivi Inc first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2021. 3,554 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Finivi Inc held 18,698 shares of Bank of America worth $1.07M as of Q2 2026.
Finivi Inc bought 19 Bank of America shares in Q2 2026, an estimated $1.01K.
Bank of America made up 0.55% of Finivi Inc's portfolio in Q2 2026, its #46 holding.
Finivi Inc first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's Bank of America position peaked at $1.09M in Q4 2021.
3,554 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.