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Vanguard Capital Wealth Advisors’s Bank of America BAC Stock Holding History

Vanguard Capital Wealth 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 		$1.61M Buy
28,181
+206
+0.7% +$11K 1.09% 19
2026
Q1 		$1.36M Sell
27,975
-1,693
-6% -$87.4K 1.26% 20
2025
Q4 		$1.63M Buy
29,668
+106
+0.4% +$5.6K 1.31% 18
2025
Q3 		$1.53M Buy
29,562
+2,106
+8% +$103K 1.22% 20
2025
Q2 		$1.3M Buy
27,456
+9,206
+50% +$387K 1.29% 16
2025
Q1 		$762K Sell
18,250
-8,142
-31% -$363K 0.93% 25
2024
Q4 		$1.16M Buy
26,392
+6
+0% +$264 1.26% 14
2024
Q3 		$1.05M Sell
26,386
-34,999
-57% -$1.4M 1.1% 19
2024
Q2 		$2.44M Sell
61,385
-2,736
-4% -$105K 1.65% 14
2024
Q1 		$2.43M Sell
64,121
-939
-1% -$32.2K 1.71% 14
2023
Q4 		$2.19M Buy
65,060
+4,101
+7% +$119K 1.77% 14
2023
Q3 		$1.67M Sell
60,959
-4,652
-7% -$138K 1.55% 13
2023
Q2 		$1.88M Buy
65,611
+9,178
+16% +$262K 1.71% 12
2023
Q1 		$1.61M Buy
56,433
+9,344
+20% +$308K 1.61% 14
2022
Q4 		$1.56M Buy
47,089
+15,656
+50% +$539K 1.81% 12
2022
Q3 		$949K Buy
31,433
+725
+2% +$24.2K 1.15% 16
2022
Q2 		$955K Sell
30,708
-9,199
-23% -$331K 1.08% 22
2022
Q1 		$1.64M Buy
39,907
+4,795
+14% +$216K 1.18% 17
2021
Q4 		$1.56M Sell
35,112
-501
-1% -$22.8K 1.12% 21
2021
Q3 		$1.51K Sell
35,613
-3,499
-9% -$141K 1.01% 22
2021
Q2 		$1.61M Buy
39,112
+1,294
+3% +$53K 1.22% 17
2021
Q1 		$1.51M Sell
37,818
-3,876
-9% -$134K 1.29% 18
2020
Q4 		$1.25M Buy
+41,694
New +$1.12M 1.15% 20
2020
Q2 		$997K Buy
+42,010
New +$993K 1.16% 23
2019
Q4 		$1.99M Buy
56,425
+6,625
+13% +$214K 2.08% 11
2019
Q3 		$1.45M Buy
49,800
+1,700
+4% +$48.9K 1.69% 14
2019
Q2 		$1.39M Sell
48,100
-1,300
-3% -$37.5K 1.69% 14
2019
Q1 		$1.36M Sell
49,400
-250
-0.5% -$7.07K 1.71% 15
2018
Q4 		$1.22M Sell
49,650
-11,469
-19% -$311K 1.82% 14
2018
Q3 		$1.8M Buy
61,119
+5,100
+9% +$155K 2.06% 11
2018
Q2 		$579K Sell
56,019
-2,650
-5% -$79.1K 0.77% 50
2018
Q1 		$1.72M Sell
58,669
-5,681
-9% -$178K 2.27% 11
2017
Q4 		$1.9M Buy
+64,350
New +$1.77M 2.38% 7

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Vanguard Capital Wealth Advisors's BAC Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Bank of America (BAC) stake by 0.74% in Q2 2026, buying an estimated $11K and bringing the position to 28,181 shares worth $1.61M. The position accounts for 1.09% of the portfolio, ranked #19.

Vanguard Capital Wealth Advisors first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.44M in Q2 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 28,181 shares of Bank of America worth $1.61M as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 206 Bank of America shares in Q2 2026, an estimated $11K.
  • Bank of America made up 1.09% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
  • Vanguard Capital Wealth Advisors's Bank of America position peaked at $2.44M in Q2 2024.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.