VFA
BAC icon

Valeo Financial Advisors’s Bank of America BAC Stock Holding History

Valeo Financial 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
Q3 		$8.41M Sell
154,483
-88
-0.1% -$5.36K 0.18% 61
2026
Q2 		$8.81M Sell
154,571
-24,203
-14% -$1.29M 0.19% 56
2026
Q1 		$8.71M Sell
178,774
-40,254
-18% -$2.08M 0.21% 54
2025
Q4 		$12M Buy
219,028
+16,041
+8% +$848K 0.27% 45
2025
Q3 		$10.5M Sell
202,987
-16,327
-7% -$797K 0.24% 47
2025
Q2 		$10.4M Buy
219,314
+13,536
+7% +$569K 0.26% 46
2025
Q1 		$8.59M Sell
205,778
-27,660
-12% -$1.23M 0.24% 48
2024
Q4 		$8.63M Buy
233,438
+2,798
+1% +$123K 0.24% 47
2024
Q3 		$7.69M Buy
230,640
+1,265
+0.6% +$50.7K 0.22% 56
2024
Q2 		$7.65M Buy
229,375
+34,181
+18% +$1.31M 0.24% 52
2024
Q1 		$7.48M Sell
195,194
-2,780
-1% -$95.4K 0.27% 49
2023
Q4 		$6.67M Buy
197,974
+2,565
+1% +$74.7K 0.27% 53
2023
Q3 		$5.35M Sell
195,409
-9,813
-5% -$290K 0.24% 57
2023
Q2 		$5.89M Buy
205,222
+8,491
+4% +$242K 0.27% 50
2023
Q1 		$5.63M Buy
196,731
+14,562
+8% +$481K 0.27% 57
2022
Q4 		$6.03M Buy
182,169
+19,138
+12% +$659K 0.33% 46
2022
Q3 		$4.92M Buy
163,031
+6,470
+4% +$216K 0.31% 45
2022
Q2 		$4.87M Sell
156,561
-1,136
-0.7% -$40.9K 0.31% 54
2022
Q1 		$6.5M Buy
157,697
+17,589
+13% +$794K 0.33% 45
2021
Q4 		$6.23M Buy
140,108
+3,343
+2% +$152K 0.34% 42
2021
Q3 		$5.81M Buy
136,765
+9,056
+7% +$365K 0.33% 42
2021
Q2 		$5.27M Buy
127,709
+4,631
+4% +$190K 0.32% 46
2021
Q1 		$4.76M Buy
123,078
+11,677
+10% +$403K 0.22% 58
2020
Q4 		$3.38M Buy
111,401
+8,580
+8% +$230K 0.17% 69
2020
Q3 		$2.48M Sell
102,821
-3,399
-3% -$84.6K 0.22% 72
2020
Q2 		$2.52M Buy
106,220
+4,553
+4% +$108K 0.23% 68
2020
Q1 		$2.52M Buy
101,667
+6,513
+7% +$195K 0.27% 54
2019
Q4 		$3.35M Buy
95,154
+3,104
+3% +$100K 0.33% 48
2019
Q3 		$2.69M Sell
92,050
-3,355
-4% -$96.5K 0.3% 55
2019
Q2 		$2.77M Buy
95,405
+4,247
+5% +$122K 0.32% 51
2019
Q1 		$2.52M Sell
91,158
-10,041
-10% -$284K 0.31% 56
2018
Q4 		$2.49M Sell
101,199
-2,529
-2% -$68.6K 0.35% 50
2018
Q3 		$2.85M Buy
103,728
+5,925
+6% +$180K 0.38% 49
2018
Q2 		$2.99M Sell
97,803
-299
-0.3% -$8.92K 0.42% 45
2018
Q1 		$2.94M Sell
98,102
-2,730
-3% -$85.8K 0.47% 40
2017
Q4 		$2.98M Buy
100,832
+14,162
+16% +$390K 0.49% 46
2017
Q3 		$2.2M Buy
+86,670
New +$2.1M 0.5% 46

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's BAC Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Bank of America (BAC) stake by 0.06% in Q3 2026, selling an estimated $5.36K and leaving 154,483 shares worth $8.41M. The position accounts for 0.18% of the portfolio, ranked #61.

Valeo Financial Advisors first reported a position in BAC in Q3 2017 and has held it in 37 quarters since. The position peaked at $12M in Q4 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Valeo Financial Advisors held 154,483 shares of Bank of America worth $8.41M as of Q3 2026.
  • Valeo Financial Advisors sold 88 Bank of America shares in Q3 2026, an estimated $5.36K.
  • Bank of America made up 0.18% of Valeo Financial Advisors's portfolio in Q3 2026, its #61 holding.
  • Valeo Financial Advisors first reported a position in Bank of America in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Bank of America position peaked at $12M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.