Valley Wealth Managers’s Bank of America BAC Stock Holding History

Valley Wealth Managers’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	$73.5K	Buy	1,508 +1,116	+285%	+$57.6K	﹤0.01%	202
2025 Q4	$21.6K	Hold	392	–	–	﹤0.01%	249
2025 Q3	$20.2K	Hold	392	–	–	﹤0.01%	241
2025 Q2	$18.5K	Buy	392 +328	+513%	+$13.8K	﹤0.01%	228
2025 Q1	$2.67K	Hold	64	–	–	﹤0.01%	312
2024 Q4	$2.81K	Sell	64 -1,500	-96%	-$66K	﹤0.01%	334
2024 Q3	$62.1K	Buy	1,564 +64	+4%	+$2.56K	﹤0.01%	205
2024 Q2	$59.7K	Hold	1,500	–	–	﹤0.01%	213
2024 Q1	$56.9K	Hold	1,500	–	–	﹤0.01%	211
2023 Q4	$50.5K	Hold	1,500	–	–	﹤0.01%	216
2023 Q3	$41.1K	Hold	1,500	–	–	﹤0.01%	227
2023 Q2	$43K	Hold	1,500	–	–	﹤0.01%	213
2023 Q1	$42.9K	Hold	1,500	–	–	﹤0.01%	226
2022 Q4	$49.7K	Sell	1,500 -4,000	-73%	-$138K	﹤0.01%	228
2022 Q3	$166K	Sell	5,500 -112,162	-95%	-$3.75M	0.02%	177
2022 Q2	$3.66M	Buy	117,662 +8,283	+8%	+$298K	0.34%	76
2022 Q1	$4.51M	Buy	109,379 +715	+0.7%	+$32.3K	0.38%	65
2021 Q4	$4.83M	Sell	108,664 -5,543	-5%	-$253K	0.39%	59
2021 Q3	$4.85M	Sell	114,207 -81	-0.1%	-$3.26K	0.42%	54
2021 Q2	$4.71M	Buy	114,288 +3,042	+3%	+$125K	0.4%	55
2021 Q1	$4.3M	Sell	111,246 -176	-0.2%	-$6.07K	0.39%	53
2020 Q4	$3.38M	Sell	111,422 -7,329	-6%	-$196K	0.33%	57
2020 Q3	$2.86M	Sell	118,751 -9,125	-7%	-$227K	0.31%	58
2020 Q2	$3.04M	Sell	127,876 -2,337	-2%	-$55.2K	0.34%	57
2020 Q1	$2.76M	Buy	130,213 +115,161	+765%	+$3.45M	0.36%	60
2019 Q4	$530K	Sell	15,052 -9,791	-39%	-$316K	0.05%	133
2019 Q3	$725K	Sell	24,843 -8,165	-25%	-$235K	0.08%	114
2019 Q2	$957K	Sell	33,008 -4,427	-12%	-$128K	0.1%	103
2019 Q1	$1.03M	Buy	37,435 +19,462	+108%	+$550K	0.11%	106
2018 Q4	$443K	Buy	17,973 +9,864	+122%	+$268K	0.06%	123
2018 Q3	$239K	Buy	+8,109	New	+$247K	0.03%	111
2018 Q2	–	Sell	-7,917	Closed	-$237K	–	121
2018 Q1	$237K	Sell	7,917 -298	-4%	-$9.36K	0.03%	108
2017 Q4	$242K	Sell	8,215 -7,998	-49%	-$220K	0.03%	113
2017 Q3	$410K	Buy	16,213 +7,194	+80%	+$175K	0.05%	100
2017 Q2	$219K	Sell	9,019 -5,874	-39%	-$137K	0.03%	122
2017 Q1	$351K	Buy	14,893 +2	+0%	+$47	0.05%	112
2016 Q4	$329K	Buy	14,891 +2,078	+16%	+$40K	0.05%	111
2016 Q3	$200K	Buy	12,813 +2	+0%	+$30	0.03%	120
2016 Q2	$170K	Buy	+12,811	New	+$180K	0.03%	117

Other funds holding BAC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Valley Wealth Managers's BAC Position: Q1 2026 in Review

Valley Wealth Managers increased its Bank of America (BAC) stake by 285% in Q1 2026, buying an estimated $57.6K and bringing the position to 1,508 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Valley Wealth Managers first reported a position in BAC in Q2 2016 and has held it in 39 quarters since. The position peaked at $4.85M in Q3 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Valley Wealth Managers held 1,508 shares of Bank of America worth $73.5K as of Q1 2026.
Valley Wealth Managers bought 1,116 Bank of America shares in Q1 2026, an estimated $57.6K.
Bank of America made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #202 holding.
Valley Wealth Managers first reported a position in Bank of America in Q2 2016 and has held it in 39 quarters since.
Valley Wealth Managers's Bank of America position peaked at $4.85M in Q3 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.