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Sovran Advisors’s Bank of America BAC Stock Holding History

Sovran 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 		$680K Sell
10,867
-20
-0.2% -$1.06K 0.05% 315
2026
Q1 		$582K Buy
10,887
+960
+10% +$49.5K 0.05% 331
2025
Q4 		$522K Sell
9,927
-882
-8% -$46.6K 0.04% 337
2025
Q3 		$573K Buy
10,809
+557
+5% +$27.2K 0.05% 307
2025
Q2 		$483K Buy
10,252
+2,099
+26% +$88.3K 0.05% 319
2025
Q1 		$305K Buy
8,153
+2,218
+37% +$98.8K 0.04% 373
2024
Q4 		$272K Buy
+5,935
New +$261K 0.04% 352

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

Sovran Advisors's BAC Position: Q2 2026 in Review

Sovran Advisors reduced its Bank of America (BAC) stake by 0.18% in Q2 2026, selling an estimated $1.06K and leaving 10,867 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #315.

Sovran Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sovran Advisors held 10,867 shares of Bank of America worth $680K as of Q2 2026.
  • Sovran Advisors sold 20 Bank of America shares in Q2 2026, an estimated $1.06K.
  • Bank of America made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #315 holding.
  • Sovran Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.