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Naviter Wealth’s Bank of America BAC Stock Holding History

Naviter Wealth’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 		$5.43M Buy
95,217
+21,054
+28% +$1.12M 0.49% 42
2026
Q1 		$3.62M Sell
74,163
-564
-0.8% -$29.1K 0.45% 45
2025
Q4 		$4.11M Sell
74,727
-9,178
-11% -$485K 0.54% 39
2025
Q3 		$4.33M Buy
83,905
+2,948
+4% +$144K 0.5% 43
2025
Q2 		$3.83M Buy
80,957
+1,429
+2% +$60.1K 0.47% 46
2025
Q1 		$3.28M Buy
79,528
+1,654
+2% +$73.7K 0.4% 64
2024
Q4 		$3.42M Buy
77,874
+10,126
+15% +$446K 0.41% 57
2024
Q3 		$2.69M Sell
67,748
-3,692
-5% -$148K 0.37% 66
2024
Q2 		$2.84M Buy
71,440
+2,035
+3% +$78K 0.42% 57
2024
Q1 		$2.63M Buy
69,405
+3,693
+6% +$127K 0.43% 63
2023
Q4 		$2.21M Buy
65,712
+3,846
+6% +$112K 0.45% 55
2023
Q3 		$1.69M Buy
61,866
+5,325
+9% +$158K 0.41% 60
2023
Q2 		$1.62M Buy
56,541
+10,606
+23% +$303K 0.41% 64
2023
Q1 		$1.31M Sell
45,935
-3,741
-8% -$123K 0.46% 52
2022
Q4 		$1.72M Buy
49,676
+10,062
+25% +$347K 0.47% 45
2022
Q3 		$1.2M Buy
39,614
+3,752
+10% +$125K 0.49% 38
2022
Q2 		$1.12M Buy
+35,862
New +$1.29M 0.46% 44

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Naviter Wealth's BAC Position: Q2 2026 in Review

Naviter Wealth increased its Bank of America (BAC) stake by 28% in Q2 2026, buying an estimated $1.12M and bringing the position to 95,217 shares worth $5.43M. The position accounts for 0.49% of the portfolio, ranked #42.

Naviter Wealth first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Naviter Wealth held 95,217 shares of Bank of America worth $5.43M as of Q2 2026.
  • Naviter Wealth bought 21,054 Bank of America shares in Q2 2026, an estimated $1.12M.
  • Bank of America made up 0.49% of Naviter Wealth's portfolio in Q2 2026, its #42 holding.
  • Naviter Wealth first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.