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Nvest Financial’s Bank of America BAC Stock Holding History

Nvest Financial’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 		$421K Buy
8,634
+50
+0.6% +$2.58K 0.16% 102
2025
Q4 		$472K Buy
8,584
+335
+4% +$17.7K 0.2% 88
2025
Q3 		$426K Buy
8,249
+1,487
+22% +$72.5K 0.24% 83
2025
Q2 		$320K Buy
6,762
+5
+0.1% +$210 0.17% 88
2025
Q1 		$282K Buy
6,757
+5
+0.1% +$223 0.15% 86
2024
Q4 		$297K Buy
6,752
+5
+0.1% +$220 0.15% 97
2024
Q3 		$268K Buy
6,747
+5
+0.1% +$200 0.15% 84
2024
Q2 		$268K Buy
6,742
+254
+4% +$9.73K 0.16% 78
2024
Q1 		$246K Sell
6,488
-212
-3% -$7.28K 0.16% 73
2023
Q4 		$226K Buy
+6,700
New +$195K 0.18% 66
2023
Q3 		– Sell
-9,357
Closed -$268K – 62
2023
Q2 		$268K Buy
9,357
+9
+0.1% +$257 0.24% 56
2023
Q1 		$267K Buy
9,348
+47
+0.5% +$1.55K 0.28% 56
2022
Q4 		$308K Buy
9,301
+459
+5% +$15.8K 0.39% 44
2022
Q3 		$267K Buy
8,842
+5
+0.1% +$167 0.38% 43
2022
Q2 		$275K Buy
8,837
+4
+0% +$144 0.29% 49
2022
Q1 		$364K Buy
+8,833
New +$399K 0.3% 59

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

Nvest Financial's BAC Position: Q1 2026 in Review

Nvest Financial increased its Bank of America (BAC) stake by 0.58% in Q1 2026, buying an estimated $2.58K and bringing the position to 8,634 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #102.

Nvest Financial first reported a position in BAC in Q1 2022 and has held it in 16 quarters since. The position peaked at $472K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Nvest Financial held 8,634 shares of Bank of America worth $421K as of Q1 2026.
  • Nvest Financial bought 50 Bank of America shares in Q1 2026, an estimated $2.58K.
  • Bank of America made up 0.16% of Nvest Financial's portfolio in Q1 2026, its #102 holding.
  • Nvest Financial first reported a position in Bank of America in Q1 2022 and has held it in 16 quarters since.
  • Nvest Financial's Bank of America position peaked at $472K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.