Invera Wealth Advisors’s Bank of America BAC Stock Holding History

Invera Wealth 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	$277K	Buy	+5,682	New	+$293K	0.18%	86

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

Invera Wealth Advisors's BAC Position: Q1 2026 in Review

Invera Wealth Advisors opened a new position in Bank of America (BAC) in Q1 2026: 5,682 shares worth $277K. The stake represents 0.18% of the portfolio and ranks #86 among its holdings.

3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Invera Wealth Advisors held 5,682 shares of Bank of America worth $277K as of Q1 2026.
Bank of America was a new Invera Wealth Advisors position in Q1 2026.
Bank of America made up 0.18% of Invera Wealth Advisors's portfolio in Q1 2026, its #86 holding.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.