VW
BAC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vance Wealth's BAC Position: Q1 2026 in Review

Vance Wealth increased its Bank of America (BAC) stake by 67% in Q1 2026, buying an estimated $449K and bringing the position to 21,750 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #50.

Vance Wealth first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Vance Wealth held 21,750 shares of Bank of America worth $1.06M as of Q1 2026.
  • Vance Wealth bought 8,692 Bank of America shares in Q1 2026, an estimated $449K.
  • Bank of America made up 0.31% of Vance Wealth's portfolio in Q1 2026, its #50 holding.
  • Vance Wealth first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.