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LVW Advisors’s Bank of America BAC Stock Holding History

LVW 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
Q2 		$3.03M Buy
53,203
+6,135
+13% +$326K 0.26% 53
2026
Q1 		$2.29M Buy
47,068
+16,725
+55% +$863K 0.22% 59
2025
Q4 		$1.67M Buy
30,343
+4,566
+18% +$241K 0.17% 74
2025
Q3 		$1.33M Buy
25,777
+1,307
+5% +$63.8K 0.14% 85
2025
Q2 		$1.16M Sell
24,470
-4,659
-16% -$196K 0.13% 96
2025
Q1 		$1.22M Sell
29,129
-2,455
-8% -$109K 0.15% 91
2024
Q4 		$1.39M Sell
31,584
-6,266
-17% -$276K 0.17% 85
2024
Q3 		$1.5M Sell
37,850
-7,180
-16% -$288K 0.19% 83
2024
Q2 		$1.79M Buy
45,030
+2,727
+6% +$105K 0.26% 58
2024
Q1 		$1.6M Buy
42,303
+7,034
+20% +$241K 0.27% 62
2023
Q4 		$1.19M Buy
35,269
+17,221
+95% +$501K 0.22% 72
2023
Q3 		$494K Buy
+18,048
New +$534K 0.1% 134
2023
Q2 		– Sell
-26,267
Closed -$751K – 203
2023
Q1 		$751K Sell
26,267
-797
-3% -$26.3K 0.15% 102
2022
Q4 		$896K Buy
27,064
+563
+2% +$19.4K 0.18% 88
2022
Q3 		$800K Buy
26,501
+1,395
+6% +$46.6K 0.18% 91
2022
Q2 		$782K Hold
25,106
– – 0.16% 95
2022
Q1 		$1.03M Buy
25,106
+240
+1% +$10.8K 0.18% 87
2021
Q4 		$1.11M Buy
24,866
+2,528
+11% +$115K 0.19% 86
2021
Q3 		$948K Buy
22,338
+11,200
+101% +$451K 0.16% 98
2021
Q2 		$459K Sell
11,138
-1,678
-13% -$68.8K 0.08% 151
2021
Q1 		$496K Sell
12,816
-802
-6% -$27.7K 0.1% 149
2020
Q4 		$413K Hold
13,618
– – 0.08% 133
2020
Q3 		$328K Sell
13,618
-295
-2% -$7.34K 0.07% 143
2020
Q2 		$330K Sell
13,913
-2,839
-17% -$67.1K 0.08% 137
2020
Q1 		$356K Buy
16,752
+8,726
+109% +$262K 0.09% 105
2019
Q4 		$283K Sell
8,026
-350
-4% -$11.3K 0.06% 145
2019
Q3 		$244K Sell
8,376
-2,016
-19% -$58K 0.06% 150
2019
Q2 		$301K Buy
10,392
+475
+5% +$13.7K 0.08% 121
2019
Q1 		$274K Sell
9,917
-1,428
-13% -$40.4K 0.07% 153
2018
Q4 		$280K Buy
11,345
+398
+4% +$10.8K 0.09% 128
2018
Q3 		$322K Hold
10,947
– – 0.09% 124
2018
Q2 		$309K Hold
10,947
– – 0.1% 111
2018
Q1 		$328K Buy
10,947
+801
+8% +$25.2K 0.1% 104
2017
Q4 		$300K Sell
10,146
-153
-1% -$4.22K 0.09% 111
2017
Q3 		$261K Sell
10,299
-613
-6% -$14.9K 0.1% 126
2017
Q2 		$265K Sell
10,912
-93
-0.8% -$2.17K 0.09% 106
2017
Q1 		$260K Buy
+11,005
New +$261K 0.09% 110
2016
Q2 		– Sell
-12,572
Closed -$170K – 132
2016
Q1 		$170K Sell
12,572
-85
-0.7% -$1.15K 0.05% 148
2015
Q4 		$213K Sell
12,657
-38
-0.3% -$643 0.08% 140
2015
Q3 		$198K Buy
+12,695
New +$214K 0.09% 137

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVW Advisors's BAC Position: Q2 2026 in Review

LVW Advisors increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $326K and bringing the position to 53,203 shares worth $3.03M. The position accounts for 0.26% of the portfolio, ranked #53.

LVW Advisors first reported a position in BAC in Q3 2015 and has held it in 40 quarters since. 1,695 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LVW Advisors held 53,203 shares of Bank of America worth $3.03M as of Q2 2026.
  • LVW Advisors bought 6,135 Bank of America shares in Q2 2026, an estimated $326K.
  • Bank of America made up 0.26% of LVW Advisors's portfolio in Q2 2026, its #53 holding.
  • LVW Advisors first reported a position in Bank of America in Q3 2015 and has held it in 40 quarters since.
  • 1,695 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.