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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naviter Wealth's BAC Position: Q1 2026 in Review

Naviter Wealth reduced its Bank of America (BAC) stake by 0.75% in Q1 2026, selling an estimated $29.1K and leaving 74,163 shares worth $3.62M. The position accounts for 0.45% of the portfolio, ranked #45.

Naviter Wealth first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.33M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Naviter Wealth held 74,163 shares of Bank of America worth $3.62M as of Q1 2026.
  • Naviter Wealth sold 564 Bank of America shares in Q1 2026, an estimated $29.1K.
  • Bank of America made up 0.45% of Naviter Wealth's portfolio in Q1 2026, its #45 holding.
  • Naviter Wealth first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Bank of America position peaked at $4.33M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.