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Foster Victor Wealth Advisors’s Bank of America BAC Stock Holding History

Foster Victor Wealth 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 		$15.4M Buy
253,654
+241,573
+2,000% +$12.8M 0.81% 55
2026
Q1 		$644K Buy
12,081
+534
+5% +$27.6K 0.04% 152
2025
Q4 		$612K Sell
11,547
-117
-1% -$6.18K 0.04% 149
2025
Q3 		$591K Buy
11,664
+176
+2% +$8.59K 0.04% 141
2025
Q2 		$538K Buy
11,488
+347
+3% +$14.6K 0.04% 138
2025
Q1 		$401K Sell
11,141
-1,447
-11% -$64.5K 0.03% 147
2024
Q4 		$586K Buy
12,588
+470
+4% +$20.7K 0.04% 126
2024
Q3 		$487K Sell
12,118
-1,792
-13% -$71.8K 0.04% 130
2024
Q2 		$614K Sell
13,910
-1,257
-8% -$48.2K 0.05% 123
2024
Q1 		$551K Sell
15,167
-2,175
-13% -$74.7K 0.05% 114
2023
Q4 		$592K Sell
17,342
-983
-5% -$28.6K 0.06% 113
2023
Q3 		$478K Sell
18,325
-343
-2% -$10.1K 0.06% 107
2023
Q2 		$543K Buy
18,668
+554
+3% +$15.8K 0.06% 108
2023
Q1 		$507K Buy
18,114
+1,121
+7% +$37K 0.06% 106
2022
Q4 		$585K Sell
16,993
-306
-2% -$10.5K 0.07% 99
2022
Q3 		$544K Buy
17,299
+483
+3% +$16.1K 0.08% 95
2022
Q2 		$521K Buy
16,816
+48
+0.3% +$1.73K 0.08% 95
2022
Q1 		$666K Sell
16,768
-1,154
-6% -$52.1K 0.09% 95
2021
Q4 		$876K Buy
17,922
+4,777
+36% +$218K 0.12% 94
2021
Q3 		$558K Buy
13,145
+3,974
+43% +$160K 0.09% 102
2021
Q2 		$378K Buy
9,171
+57
+0.6% +$2.34K 0.06% 110
2021
Q1 		$358K Sell
9,114
-1,450
-14% -$50K 0.07% 108
2020
Q4 		$320K Buy
10,564
+499
+5% +$13.4K 0.07% 110
2020
Q3 		$242K Buy
10,065
+131
+1% +$3.26K 0.07% 119
2020
Q2 		$236K Buy
+9,934
New +$235K 0.08% 105
2020
Q1 		– Sell
-9,586
Closed -$335K – 98
2019
Q4 		$335K Sell
9,586
-69
-0.7% -$2.23K 0.15% 79
2019
Q3 		$273K Buy
+9,655
New +$278K 0.15% 78

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 $3.37T AUM 44.26% 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

Foster Victor Wealth Advisors's BAC Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Bank of America (BAC) stake by 2,000% in Q2 2026, buying an estimated $12.8M and bringing the position to 253,654 shares worth $15.4M. The position accounts for 0.81% of the portfolio, ranked #55.

Foster Victor Wealth Advisors first reported a position in BAC in Q3 2019 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Foster Victor Wealth Advisors held 253,654 shares of Bank of America worth $15.4M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 241,573 Bank of America shares in Q2 2026, an estimated $12.8M.
  • Bank of America made up 0.81% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Foster Victor Wealth Advisors first reported a position in Bank of America in Q3 2019 and has held it in 27 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.