Q
BAC icon

QVR’s Bank of America BAC Stock Holding History

QVR’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
2025
Q4 		– Sell
-3,200
Closed -$165K – 138
2025
Q3 		$165K Buy
+3,200
New +$156K 0.02% 87
2023
Q1 		– Sell
-16,400
Closed -$543K – 29
2022
Q4 		$543K Sell
16,400
-89,900
-85% -$3.1M 0.06% 41
2022
Q3 		$3.21M Buy
106,300
+55,400
+109% +$1.85M 0.26% 67
2022
Q2 		$1.58M Sell
50,900
-147,500
-74% -$5.31M 0.12% 118
2022
Q1 		$8.18M Buy
198,400
+164,600
+487% +$7.43M 0.31% 60
2021
Q4 		$1.5M Sell
33,800
-109,700
-76% -$5M 0.36% 4
2021
Q3 		$6.09M Buy
143,500
+71,700
+100% +$2.89M 0.4% 29
2021
Q2 		$2.96M Buy
71,800
+58,900
+457% +$2.41M 0.3% 30
2021
Q1 		$499K Buy
12,900
+5,800
+82% +$200K 0.04% 47
2020
Q4 		$215K Buy
+7,100
New +$190K 0.02% 59

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QVR's BAC Position: Q1 2026 in Review

QVR sold out of Bank of America (BAC) in Q1 2026, closing a stake of 7,745 shares — an estimated $400K sold.

QVR first reported a position in BAC in Q4 2020 and held it in 9 quarters. The position peaked at $1.24M in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • QVR reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • QVR sold 7,745 Bank of America shares in Q1 2026, an estimated $400K.
  • QVR first reported a position in Bank of America in Q4 2020 and held it in 9 quarters.
  • QVR's Bank of America position peaked at $1.24M in Q1 2022.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.