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SVB Wealth’s Bank of America BAC Stock Holding History

SVB Wealth’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
2015
Q4 		– Sell
-45,000
Closed -$701K – 541
2015
Q3 		$701K Hold
45,000
– – 0.03% 356
2015
Q2 		$766K Hold
45,000
– – 0.03% 359
2015
Q1 		$693K Hold
45,000
– – 0.02% 361
2014
Q4 		$805K Buy
+45,000
New +$770K 0.03% 331

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 $3.38T AUM 44.17% 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

SVB Wealth's BAC Position: Q2 2026 in Review

SVB Wealth increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $54.7K and bringing the position to 52,717 shares worth $3M. The position accounts for 0.19% of the portfolio, ranked #105.

SVB Wealth first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $26M in Q1 2018. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SVB Wealth held 52,717 shares of Bank of America worth $3M as of Q2 2026.
  • SVB Wealth bought 1,029 Bank of America shares in Q2 2026, an estimated $54.7K.
  • Bank of America made up 0.19% of SVB Wealth's portfolio in Q2 2026, its #105 holding.
  • SVB Wealth first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
  • SVB Wealth's Bank of America position peaked at $26M in Q1 2018.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.