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VCI Wealth Management’s Bank of America BAC Stock Holding History

VCI Wealth Management’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 		$2.13M Buy
37,355
+3,183
+9% +$169K 0.53% 54
2026
Q1 		$1.67M Sell
34,172
-6,838
-17% -$353K 0.46% 47
2025
Q4 		$2.26M Sell
41,010
-12,502
-23% -$661K 0.63% 36
2025
Q3 		$2.76M Buy
53,512
+11,474
+27% +$560K 0.84% 28
2025
Q2 		$1.99M Buy
42,038
+4,323
+11% +$182K 0.7% 36
2025
Q1 		$1.57M Sell
37,715
-304
-0.8% -$13.5K 0.66% 36
2024
Q4 		$1.67M Buy
38,019
+6,918
+22% +$304K 0.71% 42
2024
Q3 		$1.23M Buy
+31,101
New +$1.25M 0.55% 59

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

VCI Wealth Management's BAC Position: Q2 2026 in Review

VCI Wealth Management increased its Bank of America (BAC) stake by 9.3% in Q2 2026, buying an estimated $169K and bringing the position to 37,355 shares worth $2.13M. The position accounts for 0.53% of the portfolio, ranked #54.

VCI Wealth Management first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2025. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • VCI Wealth Management held 37,355 shares of Bank of America worth $2.13M as of Q2 2026.
  • VCI Wealth Management bought 3,183 Bank of America shares in Q2 2026, an estimated $169K.
  • Bank of America made up 0.53% of VCI Wealth Management's portfolio in Q2 2026, its #54 holding.
  • VCI Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • VCI Wealth Management's Bank of America position peaked at $2.76M in Q3 2025.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.