Vantus Wealth’s Bank of America BAC Stock Holding History

Vantus 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	$866K	Buy	+15,196	New	+$808K	0.46%	59
2025 Q4	$669K	Buy	+12,166	New	+$643K	0.49%	61

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vantus Wealth's BAC Position: Q2 2026 in Review

Vantus Wealth opened a new position in Bank of America (BAC) in Q2 2026: 15,196 shares worth $866K. The stake represents 0.46% of the portfolio and ranks #59 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in BAC as recently as Q4 2025.

Vantus Wealth first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Vantus Wealth held 15,196 shares of Bank of America worth $866K as of Q2 2026.
Bank of America was a new Vantus Wealth position in Q2 2026.
Bank of America made up 0.46% of Vantus Wealth's portfolio in Q2 2026, its #59 holding.
Vantus Wealth first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.