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Tred Avon Family Wealth’s Bank of America BAC Stock Holding History

Tred Avon Family 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
2026
Q1 		$14M Sell
286,761
-35,507
-11% -$1.83M 4.64% 1
2025
Q4 		$17.7M Hold
322,268
– – 5.77% 1
2025
Q3 		$16.6M Buy
+322,268
New +$15.7M 5.71% 1

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tred Avon Family Wealth's BAC Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Bank of America (BAC) stake by 11% in Q1 2026, selling an estimated $1.83M and leaving 286,761 shares worth $14M. The position accounts for 4.64% of the portfolio, ranked #1.

Tred Avon Family Wealth first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.7M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Tred Avon Family Wealth held 286,761 shares of Bank of America worth $14M as of Q1 2026.
  • Tred Avon Family Wealth sold 35,507 Bank of America shares in Q1 2026, an estimated $1.83M.
  • Bank of America made up 4.64% of Tred Avon Family Wealth's portfolio in Q1 2026, its #1 holding.
  • Tred Avon Family Wealth first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Bank of America position peaked at $17.7M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.