Riverview Capital Advisers’s Bank of America BAC Stock Holding History

Riverview Capital Advisers’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	$216K	Sell	4,424 -162	-4%	-$8.36K	0.07%	79
2025 Q4	$252K	Sell	4,586 -100	-2%	-$5.29K	0.08%	79
2025 Q3	$242K	Buy	4,686 +188	+4%	+$9.17K	0.07%	86
2025 Q2	$213K	Sell	4,498 -3,100	-41%	-$130K	0.06%	90
2025 Q1	$317K	Hold	7,598	–	–	0.1%	78
2024 Q4	$334K	Hold	7,598	–	–	0.1%	79
2024 Q3	$301K	Sell	7,598 -198	-3%	-$7.93K	0.09%	75
2024 Q2	$310K	Sell	7,796 -75	-1%	-$2.87K	0.1%	74
2024 Q1	$298K	Sell	7,871 -5,000	-39%	-$172K	0.1%	74
2023 Q4	$433K	Sell	12,871 -204,381	-94%	-$5.95M	0.17%	63
2023 Q3	$5.95M	Buy	217,252 +612	+0.3%	+$18.1K	2.63%	11
2023 Q2	$6.22M	Buy	216,640 +3,443	+2%	+$98.2K	2.73%	10
2023 Q1	$6.1M	Buy	+213,197	New	+$7.04M	2.62%	12
2022 Q2	–	Sell	-2,727	Closed	-$112K	–	82
2022 Q1	$112K	Sell	2,727 -192,267	-99%	-$8.67M	0.05%	93
2021 Q4	$8.68M	Buy	+194,994	New	+$8.88M	3.86%	6

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverview Capital Advisers's BAC Position: Q1 2026 in Review

Riverview Capital Advisers reduced its Bank of America (BAC) stake by 3.5% in Q1 2026, selling an estimated $8.36K and leaving 4,424 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #79.

Riverview Capital Advisers first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.68M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Riverview Capital Advisers held 4,424 shares of Bank of America worth $216K as of Q1 2026.
Riverview Capital Advisers sold 162 Bank of America shares in Q1 2026, an estimated $8.36K.
Bank of America made up 0.07% of Riverview Capital Advisers's portfolio in Q1 2026, its #79 holding.
Riverview Capital Advisers first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
Riverview Capital Advisers's Bank of America position peaked at $8.68M in Q4 2021.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.