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Pinion Investment Advisors’s Bank of America BAC Stock Holding History

Pinion Investment 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 		$1.18M Buy
24,182
+8,157
+51% +$421K 0.28% 61
2025
Q4 		$881K Buy
16,025
+8,883
+124% +$470K 0.22% 73
2025
Q3 		$375K Buy
7,142
+12
+0.2% +$585 0.1% 122
2025
Q2 		$337K Sell
7,130
-280
-4% -$11.8K 0.12% 119
2025
Q1 		$309K Sell
7,410
-347
-4% -$15.5K 0.07% 122
2024
Q4 		$341K Buy
7,757
+7
+0.1% +$308 0.14% 114
2024
Q3 		$308K Buy
+7,750
New +$311K 0.13% 130
2023
Q1 		– Sell
-6,212
Closed -$206K – 121
2022
Q4 		$206K Sell
6,212
-944
-13% -$32.5K 0.19% 118
2022
Q3 		$216K Sell
7,156
-7,601
-52% -$254K 0.19% 142
2022
Q2 		$459K Sell
14,757
-2,079
-12% -$74.9K 0.38% 86
2022
Q1 		$694K Buy
16,836
+7,463
+80% +$337K 0.48% 60
2021
Q4 		$417K Buy
9,373
+1,398
+18% +$63.7K 0.28% 106
2021
Q3 		$339K Buy
7,975
+705
+10% +$28.4K 0.27% 112
2021
Q2 		$300K Buy
7,270
+1,309
+22% +$53.7K 0.24% 124
2021
Q1 		$231K Buy
+5,961
New +$206K 0.21% 130
2020
Q1 		– Sell
-12,826
Closed -$452K – 95
2019
Q4 		$452K Buy
12,826
+441
+4% +$14.3K 0.84% 50
2019
Q3 		$361K Buy
12,385
+613
+5% +$17.6K 0.74% 65
2019
Q2 		$341K Sell
11,772
-827
-7% -$23.9K 0.73% 71
2019
Q1 		$348K Buy
12,599
+2,115
+20% +$59.8K 0.61% 85
2018
Q4 		$258K Buy
10,484
+1,089
+12% +$29.5K 0.54% 92
2018
Q3 		$277K Buy
9,395
+622
+7% +$18.9K 0.53% 101
2018
Q2 		$247K Buy
8,773
+1,136
+15% +$33.9K 0.48% 105
2018
Q1 		$229K Buy
+7,637
New +$240K 0.49% 100

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

Pinion Investment Advisors's BAC Position: Q1 2026 in Review

Pinion Investment Advisors increased its Bank of America (BAC) stake by 51% in Q1 2026, buying an estimated $421K and bringing the position to 24,182 shares worth $1.18M. The position accounts for 0.28% of the portfolio, ranked #61.

Pinion Investment Advisors first reported a position in BAC in Q1 2018 and has held it in 23 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pinion Investment Advisors held 24,182 shares of Bank of America worth $1.18M as of Q1 2026.
  • Pinion Investment Advisors bought 8,157 Bank of America shares in Q1 2026, an estimated $421K.
  • Bank of America made up 0.28% of Pinion Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • Pinion Investment Advisors first reported a position in Bank of America in Q1 2018 and has held it in 23 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.