Insigneo Advisory Services’s Bank of America BAC Stock Holding History

Insigneo Advisory Services’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	$4.51M	Buy	92,555 +7,063	+8%	+$364K	0.32%	47
2025 Q4	$4.7M	Sell	85,492 -1,527	-2%	-$80.7K	0.34%	46
2025 Q3	$4.49M	Sell	87,019 -911	-1%	-$44.4K	0.32%	51
2025 Q2	$4.16M	Buy	87,930 +8,209	+10%	+$345K	0.36%	45
2025 Q1	$3.33M	Sell	79,721 -7,831	-9%	-$349K	0.34%	48
2024 Q4	$3.85M	Sell	87,552 -25,148	-22%	-$1.11M	0.4%	41
2024 Q3	$4.47M	Sell	112,700 -2,736	-2%	-$110K	0.45%	34
2024 Q2	$4.23M	Buy	115,436 +71,837	+165%	+$2.75M	0.48%	34
2024 Q1	$1.65M	Sell	43,599 -107,421	-71%	-$3.69M	0.2%	101
2023 Q4	$5.08M	Buy	151,020 +120,706	+398%	+$3.51M	0.72%	20
2023 Q3	$830K	Sell	30,314 -53,517	-64%	-$1.58M	0.17%	121
2023 Q2	$2.41M	Buy	83,831 +56,827	+210%	+$1.62M	0.46%	40
2023 Q1	$770K	Sell	27,004 -8,598	-24%	-$284K	0.25%	80
2022 Q4	$1.18M	Buy	+35,602	New	+$1.23M	0.45%	49

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

Insigneo Advisory Services's BAC Position: Q1 2026 in Review

Insigneo Advisory Services increased its Bank of America (BAC) stake by 8.3% in Q1 2026, buying an estimated $364K and bringing the position to 92,555 shares worth $4.51M. The position accounts for 0.32% of the portfolio, ranked #47.

Insigneo Advisory Services first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.08M in Q4 2023. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Insigneo Advisory Services held 92,555 shares of Bank of America worth $4.51M as of Q1 2026.
Insigneo Advisory Services bought 7,063 Bank of America shares in Q1 2026, an estimated $364K.
Bank of America made up 0.32% of Insigneo Advisory Services's portfolio in Q1 2026, its #47 holding.
Insigneo Advisory Services first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Bank of America position peaked at $5.08M in Q4 2023.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.