Oliver Lagore Vanvalin Investment Group’s Bank of America BAC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$74.7K	Buy	+1,791	New	+$75.3K	0.03%	208
2024 Q4	$83.5K	Buy	1,900 +1,188	+167%	+$52.3K	0.02%	196
2024 Q3	$28.2K	Buy	712 +382	+116%	+$15.3K	0.01%	310
2024 Q2	$13.1K	Buy	330 +2	+0.6%	+$77	﹤0.01%	382
2024 Q1	$12.4K	Sell	328 -13	-4%	-$446	﹤0.01%	386
2023 Q4	$11.5K	Buy	341 +4	+1%	+$116	﹤0.01%	390
2023 Q3	$9.23K	Sell	337 -166	-33%	-$4.91K	﹤0.01%	452
2023 Q2	$14.4K	Hold	503	–	–	0.01%	408
2023 Q1	$14.4K	Hold	503	–	–	0.01%	335
2022 Q4	$16.7K	Sell	503 -228	-31%	-$7.85K	0.01%	297
2022 Q3	$22K	Hold	731	–	–	0.01%	242
2022 Q2	$23K	Buy	731 +86	+13%	+$3.1K	0.01%	240
2022 Q1	$26K	Buy	+645	New	+$29.1K	0.02%	229

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BAC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Bank of America (BAC) in Q2 2025: 1,791 shares worth $74.7K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BAC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BAC in Q1 2022 and has held it in 13 quarters since. The position peaked at $83.5K in Q4 2024. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,791 shares of Bank of America worth $74.7K as of Q2 2025.
Bank of America was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Bank of America made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #208 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Bank of America in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Bank of America position peaked at $83.5K in Q4 2024.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.