Insight Advisors
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Insight Advisors’s Bank of America BAC Stock Holding History

Insight 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 		– Sell
-13,600
Closed -$748K – 247
2025
Q4 		$748K Hold
13,600
– – 0.11% 119
2025
Q3 		$702K Hold
13,600
– – 0.11% 126
2025
Q2 		$644K Hold
13,600
– – 0.1% 127
2025
Q1 		$568K Hold
13,600
– – 0.1% 133
2024
Q4 		$598K Hold
13,600
– – 0.1% 135
2024
Q3 		$540K Hold
13,600
– – 0.09% 152
2024
Q2 		$541K Buy
+13,600
New +$521K 0.1% 142

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Insight Advisors's BAC Position: Q3 2026 in Review

Insight Advisors reduced its Bank of America (BAC) stake by 0.71% in Q3 2026, selling an estimated $9.44K and leaving 21,737 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #72.

Insight Advisors first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.73M in Q1 2022. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Insight Advisors held 21,737 shares of Bank of America worth $1.18M as of Q3 2026.
  • Insight Advisors sold 155 Bank of America shares in Q3 2026, an estimated $9.44K.
  • Bank of America made up 0.21% of Insight Advisors's portfolio in Q3 2026, its #72 holding.
  • Insight Advisors first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Bank of America position peaked at $1.73M in Q1 2022.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.