Seven Mile Advisory’s Bank of America BAC Stock Holding History

Seven Mile Advisory’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	$274K	Sell	5,628 -16,268	-74%	-$839K	0.2%	110
2025 Q4	$1.2M	Buy	21,896 +2,279	+12%	+$120K	0.21%	62
2025 Q3	$1.01M	Buy	19,617 +5,658	+41%	+$276K	0.16%	74
2025 Q2	$661K	Sell	13,959 -876	-6%	-$36.9K	0.4%	40
2025 Q1	$619K	Buy	14,835 +24	+0.2%	+$1.07K	0.41%	43
2024 Q4	$651K	Buy	14,811 +2,104	+17%	+$92.6K	0.42%	39
2024 Q3	$504K	Buy	12,707 +4,578	+56%	+$183K	0.33%	59
2024 Q2	$323K	Sell	8,129 -4,008	-33%	-$154K	0.24%	84
2024 Q1	$460K	Buy	12,137 +1,044	+9%	+$35.8K	0.35%	59
2023 Q4	$374K	Buy	11,093 +513	+5%	+$14.9K	0.32%	67
2023 Q3	$290K	Buy	10,580 +1,557	+17%	+$46.1K	0.3%	76
2023 Q2	$259K	Buy	+9,023	New	+$257K	0.3%	81

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

Seven Mile Advisory's BAC Position: Q1 2026 in Review

Seven Mile Advisory reduced its Bank of America (BAC) stake by 74% in Q1 2026, selling an estimated $839K and leaving 5,628 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #110.

Seven Mile Advisory first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Seven Mile Advisory held 5,628 shares of Bank of America worth $274K as of Q1 2026.
Seven Mile Advisory sold 16,268 Bank of America shares in Q1 2026, an estimated $839K.
Bank of America made up 0.2% of Seven Mile Advisory's portfolio in Q1 2026, its #110 holding.
Seven Mile Advisory first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Bank of America position peaked at $1.2M in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.