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Severin Investments’s Bank of America BAC Stock Holding History

Severin Investments’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 		$986K Sell
17,307
-1,900
-10% -$101K 0.74% 34
2026
Q1 		$936K Buy
19,207
+231
+1% +$11.9K 0.8% 30
2025
Q4 		$1.04M Sell
18,976
-1,891
-9% -$100K 0.92% 25
2025
Q3 		$1.08M Sell
20,867
-5,109
-20% -$249K 0.96% 18
2025
Q2 		$1.23M Sell
25,976
-1,085
-4% -$45.6K 1.15% 10
2025
Q1 		$1.13M Buy
27,061
+1,013
+4% +$45.1K 1.13% 13
2024
Q4 		$1.14M Buy
+26,048
New +$1.15M 1.14% 11

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

Severin Investments's BAC Position: Q2 2026 in Review

Severin Investments reduced its Bank of America (BAC) stake by 9.9% in Q2 2026, selling an estimated $101K and leaving 17,307 shares worth $986K. The position accounts for 0.74% of the portfolio, ranked #34.

Severin Investments first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Severin Investments held 17,307 shares of Bank of America worth $986K as of Q2 2026.
  • Severin Investments sold 1,900 Bank of America shares in Q2 2026, an estimated $101K.
  • Bank of America made up 0.74% of Severin Investments's portfolio in Q2 2026, its #34 holding.
  • Severin Investments first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Bank of America position peaked at $1.23M in Q2 2025.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.