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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
Q2 		$1.3M Sell
22,731
-1,451
-6% -$77.2K 0.25% 62
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 $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

Pinion Investment Advisors's BAC Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Bank of America (BAC) stake by 6% in Q2 2026, selling an estimated $77.2K and leaving 22,731 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #62.

Pinion Investment Advisors first reported a position in BAC in Q1 2018 and has held it in 24 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pinion Investment Advisors held 22,731 shares of Bank of America worth $1.3M as of Q2 2026.
  • Pinion Investment Advisors sold 1,451 Bank of America shares in Q2 2026, an estimated $77.2K.
  • Bank of America made up 0.25% of Pinion Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Pinion Investment Advisors first reported a position in Bank of America in Q1 2018 and has held it in 24 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.