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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
Q2 		$57K Buy
+1,000
New +$53.2K ﹤0.01% 808

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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. 934 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.
  • 934 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.