Valmark Advisers’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 | $1.21M | Sell |
21,213
-595
| -3% | -$31.6K | 0.01% | 334 |
|
|
2026
Q1 | $1.06M | Buy |
21,808
+2,479
| +13% | +$128K | 0.01% | 340 |
|
|
2025
Q4 | $1.06M | Sell |
19,329
-770
| -4% | -$40.7K | 0.01% | 336 |
|
|
2025
Q3 | $1.04M | Buy |
20,099
+1,029
| +5% | +$50.2K | 0.01% | 329 |
|
|
2025
Q2 | $902K | Sell |
19,070
-430
| -2% | -$18.1K | 0.01% | 350 |
|
|
2025
Q1 | $814K | Sell |
19,500
-333
| -2% | -$14.8K | 0.01% | 344 |
|
|
2024
Q4 | $872K | Sell |
19,833
-3,599
| -15% | -$158K | 0.01% | 329 |
|
|
2024
Q3 | $930K | Sell |
23,432
-1,797
| -7% | -$72K | 0.01% | 314 |
|
|
2024
Q2 | $1M | Buy |
25,229
+2,674
| +12% | +$102K | 0.02% | 285 |
|
|
2024
Q1 | $855K | Buy |
22,555
+619
| +3% | +$21.2K | 0.01% | 297 |
|
|
2023
Q4 | $739K | Buy |
21,936
+64
| +0.3% | +$1.86K | 0.01% | 300 |
|
|
2023
Q3 | $599K | Sell |
21,872
-836
| -4% | -$24.7K | 0.01% | 300 |
|
|
2023
Q2 | $651K | Buy |
22,708
+1,716
| +8% | +$49K | 0.01% | 287 |
|
|
2023
Q1 | $600K | Sell |
20,992
-88
| -0.4% | -$2.9K | 0.01% | 294 |
|
|
2022
Q4 | $698K | Sell |
21,080
-238
| -1% | -$8.2K | 0.02% | 264 |
|
|
2022
Q3 | $644K | Buy |
21,318
+566
| +3% | +$18.9K | 0.01% | 248 |
|
|
2022
Q2 | $646K | Buy |
20,752
+9,614
| +86% | +$346K | 0.01% | 256 |
|
|
2022
Q1 | $459K | Buy |
11,138
+1,335
| +14% | +$60.2K | 0.01% | 310 |
|
|
2021
Q4 | $436K | Buy |
9,803
+1,315
| +15% | +$59.9K | 0.01% | 298 |
|
|
2021
Q3 | $360K | Buy |
8,488
+851
| +11% | +$34.3K | 0.01% | 304 |
|
|
2021
Q2 | $315K | Buy |
7,637
+37
| +0.5% | +$1.52K | 0.01% | 326 |
|
|
2021
Q1 | $294K | Buy |
+7,600
| New | +$262K | 0.01% | 331 |
|
|
2019
Q4 | – | Sell |
-7,874
| Closed | -$230K | – | 243 |
|
|
2019
Q3 | $230K | Sell |
7,874
-153
| -2% | -$4.4K | 0.01% | 224 |
|
|
2019
Q2 | $233K | Buy |
8,027
+2
| +0% | +$58 | 0.01% | 205 |
|
|
2019
Q1 | $221K | Buy |
+8,025
| New | +$227K | ﹤0.01% | 207 |
|
|
2018
Q4 | – | Sell |
-8,002
| Closed | -$236K | – | 202 |
|
|
2018
Q3 | $236K | Hold |
8,002
| – | – | 0.01% | 179 |
|
|
2018
Q2 | $226K | Buy |
8,002
+450
| +6% | +$13.4K | 0.01% | 176 |
|
|
2018
Q1 | $226K | Buy |
7,552
+100
| +1% | +$3.14K | 0.01% | 177 |
|
|
2017
Q4 | $220K | Buy |
+7,452
| New | +$205K | ﹤0.01% | 176 |
|
Other funds holding BAC
Valmark Advisers's BAC Position: Q2 2026 in Review
Valmark Advisers reduced its Bank of America (BAC) stake by 2.7% in Q2 2026, selling an estimated $31.6K and leaving 21,213 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #334.
Valmark Advisers first reported a position in BAC in Q4 2017 and has held it in 29 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Valmark Advisers held 21,213 shares of Bank of America worth $1.21M as of Q2 2026.
- Valmark Advisers sold 595 Bank of America shares in Q2 2026, an estimated $31.6K.
- Bank of America made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #334 holding.
- Valmark Advisers first reported a position in Bank of America in Q4 2017 and has held it in 29 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.