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Vance Wealth’s Bank of America BAC Stock Holding History

Vance Wealth’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 		$964K Sell
16,915
-4,835
-22% -$257K 0.22% 59
2026
Q1 		$1.06M Buy
21,750
+8,692
+67% +$449K 0.31% 50
2025
Q4 		$718K Buy
13,058
+18
+0.1% +$951 0.21% 61
2025
Q3 		$673K Sell
13,040
-141
-1% -$6.88K 0.21% 62
2025
Q2 		$624K Sell
13,181
-386
-3% -$16.2K 0.21% 64
2025
Q1 		$566K Buy
13,567
+5
+0% +$223 0.21% 59
2024
Q4 		$596K Sell
13,562
-1,438
-10% -$63.3K 0.23% 56
2024
Q3 		$595K Buy
15,000
+208
+1% +$8.34K 0.23% 55
2024
Q2 		$588K Buy
14,792
+135
+0.9% +$5.17K 0.24% 52
2024
Q1 		$556K Sell
14,657
-777
-5% -$26.7K 0.22% 49
2023
Q4 		$520K Sell
15,434
-117
-0.8% -$3.41K 0.23% 48
2023
Q3 		$426K Sell
15,551
-1,001
-6% -$29.6K 0.2% 51
2023
Q2 		$475K Sell
16,552
-4,000
-19% -$114K 0.22% 49
2023
Q1 		$588K Buy
20,552
+7,205
+54% +$238K 0.32% 39
2022
Q4 		$442K Buy
13,347
+2
+0% +$69 0.28% 43
2022
Q3 		$403K Buy
13,345
+3
+0% +$100 0.31% 39
2022
Q2 		$415K Buy
13,342
+2
+0% +$72 0.32% 36
2022
Q1 		$550K Sell
13,340
-2,102
-14% -$94.8K 0.7% 23
2021
Q4 		$687K Buy
+15,442
New +$703K 0.67% 14

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vance Wealth's BAC Position: Q2 2026 in Review

Vance Wealth reduced its Bank of America (BAC) stake by 22% in Q2 2026, selling an estimated $257K and leaving 16,915 shares worth $964K. The position accounts for 0.22% of the portfolio, ranked #59.

Vance Wealth first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Vance Wealth held 16,915 shares of Bank of America worth $964K as of Q2 2026.
  • Vance Wealth sold 4,835 Bank of America shares in Q2 2026, an estimated $257K.
  • Bank of America made up 0.22% of Vance Wealth's portfolio in Q2 2026, its #59 holding.
  • Vance Wealth first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's Bank of America position peaked at $1.06M in Q1 2026.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.