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 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

Insight Advisors's BAC Position: Q1 2026 in Review

Insight Advisors increased its Bank of America (BAC) stake by 0.22% in Q1 2026, buying an estimated $2.48K and bringing the position to 21,873 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #76.

Insight Advisors first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Insight Advisors held 21,873 shares of Bank of America worth $1.07M as of Q1 2026.
Insight Advisors bought 48 Bank of America shares in Q1 2026, an estimated $2.48K.
Bank of America made up 0.2% of Insight Advisors's portfolio in Q1 2026, its #76 holding.
Insight Advisors first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
Insight Advisors's Bank of America position peaked at $1.73M in Q1 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.