World Investment Advisors’s Bank of America BAC Stock Holding History

World Investment 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 Q1	$9.6M	Sell	196,832 -47,359	-19%	-$2.44M	0.15%	152
2025 Q4	$13.4M	Buy	244,191 +75,920	+45%	+$4.01M	0.22%	98
2025 Q3	$8.68M	Buy	168,271 +9,564	+6%	+$467K	0.18%	129
2025 Q2	$7.51M	Buy	158,707 +7,705	+5%	+$324K	0.17%	138
2025 Q1	$6.3M	Buy	151,002 +13,694	+10%	+$610K	0.16%	150
2024 Q4	$6.03M	Buy	137,308 +20,357	+17%	+$896K	0.17%	143
2024 Q3	$4.64M	Buy	116,951 +54,302	+87%	+$2.18M	0.15%	166
2024 Q2	$2.49M	Buy	62,649 +55,895	+828%	+$2.14M	0.16%	142
2024 Q1	$256K	Sell	6,754 -3,500	-34%	-$120K	0.04%	330
2023 Q4	$345K	Buy	+10,254	New	+$299K	0.04%	280
2021 Q4	–	Sell	-5,756	Closed	-$244K	–	270
2021 Q3	$244K	Sell	5,756 -598	-9%	-$24.1K	0.06%	216
2021 Q2	$262K	Sell	6,354 -44	-0.7%	-$1.8K	0.06%	206
2021 Q1	$268K	Sell	6,398 -622	-9%	-$21.5K	0.06%	185
2020 Q4	$234K	Buy	+7,020	New	+$188K	0.06%	200

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

World Investment Advisors's BAC Position: Q1 2026 in Review

World Investment Advisors reduced its Bank of America (BAC) stake by 19% in Q1 2026, selling an estimated $2.44M and leaving 196,832 shares worth $9.6M. The position accounts for 0.15% of the portfolio, ranked #152.

World Investment Advisors first reported a position in BAC in Q4 2020 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

World Investment Advisors held 196,832 shares of Bank of America worth $9.6M as of Q1 2026.
World Investment Advisors sold 47,359 Bank of America shares in Q1 2026, an estimated $2.44M.
Bank of America made up 0.15% of World Investment Advisors's portfolio in Q1 2026, its #152 holding.
World Investment Advisors first reported a position in Bank of America in Q4 2020 and has held it in 14 quarters since.
World Investment Advisors's Bank of America position peaked at $13.4M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.