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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.2M Buy
477,043
+384,488
+415% +$20.4M 1.02% 21
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

Insigneo Advisory Services's BAC Position: Q2 2026 in Review

Insigneo Advisory Services increased its Bank of America (BAC) stake by 415% in Q2 2026, buying an estimated $20.4M and bringing the position to 477,043 shares worth $27.2M. The position accounts for 1.02% of the portfolio, ranked #21.

Insigneo Advisory Services first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Insigneo Advisory Services held 477,043 shares of Bank of America worth $27.2M as of Q2 2026.
  • Insigneo Advisory Services bought 384,488 Bank of America shares in Q2 2026, an estimated $20.4M.
  • Bank of America made up 1.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #21 holding.
  • Insigneo Advisory Services first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.