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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
Q2 		$7.23M Sell
146,345
-50,487
-26% -$2.69M 0.12% 199
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
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

World Investment Advisors's BAC Position: Q2 2026 in Review

World Investment Advisors reduced its Bank of America (BAC) stake by 26% in Q2 2026, selling an estimated $2.69M and leaving 146,345 shares worth $7.23M. The position accounts for 0.12% of the portfolio, ranked #199.

World Investment Advisors first reported a position in BAC in Q4 2020 and has held it in 15 quarters since. The position peaked at $13.4M in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • World Investment Advisors held 146,345 shares of Bank of America worth $7.23M as of Q2 2026.
  • World Investment Advisors sold 50,487 Bank of America shares in Q2 2026, an estimated $2.69M.
  • Bank of America made up 0.12% of World Investment Advisors's portfolio in Q2 2026, its #199 holding.
  • World Investment Advisors first reported a position in Bank of America in Q4 2020 and has held it in 15 quarters since.
  • World Investment Advisors's Bank of America position peaked at $13.4M in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.