SEC 13F Intelligence

Aviso Wealth Management / BAC

Aviso Wealth Management’s Bank America Corp Position

Does Aviso Wealth Management own Bank America Corp (BAC)? Yes — 64.1K shares worth $3M (+1.42% of its 13F portfolio) as of Q1 2026, up from 52.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
64.1K
% of Portfolio
+1.42%
Quarters Held
10
currently held

Position History BAC

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.1K$3M+1.42%
Q4 202552.3K$3M+1.10%
Q3 202552.4K$3M+1.11%
Q2 202550.9K$2M+1.09%
Q1 202547.8K$2M+1.10%
Q4 202446.9K$2M+1.01%
Q3 202440.2K$2M+0.91%
Q2 202440.3K$2M+0.97%
Q1 202444.5K$2M+1.10%
Q4 202338.6K$1M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of BAC.