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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
Q1 		– Sell
-1,000
Closed -$55K – 772
2025
Q4 		$55K Buy
+1,000
New +$52.9K ﹤0.01% 806
2022
Q2 		– Sell
-200
Closed -$8K – 528
2022
Q1 		$8K Hold
200
– – ﹤0.01% 635
2021
Q4 		$9K Buy
+200
New +$9.11K ﹤0.01% 590

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.