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 Q3	$1.67M	Sell	30,696 -6,659	-18%	-$406K	0.4%	62
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VCI Wealth Management's BAC Position: Q3 2026 in Review

VCI Wealth Management reduced its Bank of America (BAC) stake by 18% in Q3 2026, selling an estimated $406K and leaving 30,696 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #62.

VCI Wealth Management first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

VCI Wealth Management held 30,696 shares of Bank of America worth $1.67M as of Q3 2026.
VCI Wealth Management sold 6,659 Bank of America shares in Q3 2026, an estimated $406K.
Bank of America made up 0.4% of VCI Wealth Management's portfolio in Q3 2026, its #62 holding.
VCI Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
VCI Wealth Management's Bank of America position peaked at $2.76M in Q3 2025.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.