Valeo Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Valeo Financial Advisors's BAC Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Bank of America (BAC) stake by 14% in Q2 2026, selling an estimated $1.29M and leaving 154,571 shares worth $8.81M. The position accounts for 0.19% of the portfolio, ranked #56.
Valeo Financial Advisors first reported a position in BAC in Q3 2017 and has held it in 36 quarters since. The position peaked at $12M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Valeo Financial Advisors held 154,571 shares of Bank of America worth $8.81M as of Q2 2026.
- Valeo Financial Advisors sold 24,203 Bank of America shares in Q2 2026, an estimated $1.29M.
- Bank of America made up 0.19% of Valeo Financial Advisors's portfolio in Q2 2026, its #56 holding.
- Valeo Financial Advisors first reported a position in Bank of America in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Bank of America position peaked at $12M in Q4 2025.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.