Veery Capital
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Veery Capital’s Bank of America BAC Stock Holding History

Veery Capital’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 		$360K Sell
6,620
-225
-3% -$13.7K 0.1% 64
2026
Q2 		$390K Sell
6,845
-589
-8% -$31.3K 0.1% 60
2026
Q1 		$362K Buy
7,434
+5
+0.1% +$258 0.11% 54
2025
Q4 		$409K Buy
7,429
+5
+0.1% +$264 0.13% 52
2025
Q3 		$383K Buy
7,424
+6
+0.1% +$293 0.12% 51
2025
Q2 		$351K Sell
7,418
-993
-12% -$41.8K 0.12% 54
2025
Q1 		$351K Buy
8,411
+1,033
+14% +$46K 0.14% 50
2024
Q4 		$324K Sell
7,378
-68
-0.9% -$2.99K 0.12% 55
2024
Q3 		$295K Sell
7,446
-82
-1% -$3.29K 0.11% 65
2024
Q2 		$299K Buy
7,528
+38
+0.5% +$1.46K 0.12% 73
2024
Q1 		$284K Buy
7,490
+15
+0.2% +$515 0.12% 78
2023
Q4 		$252K Sell
7,475
-175
-2% -$5.1K 0.11% 74
2023
Q3 		$209K Sell
7,650
-10
-0.1% -$296 0.1% 76
2023
Q2 		$220K Buy
7,660
+25
+0.3% +$713 0.1% 77
2023
Q1 		$218K Buy
7,635
+1,575
+26% +$52K 0.12% 74
2022
Q4 		$201K Buy
+6,060
New +$209K 0.12% 66
2022
Q2 		– Sell
-6,000
Closed -$247K – 76
2022
Q1 		$247K Buy
6,000
+321
+6% +$14.5K 0.14% 65
2021
Q4 		$253K Sell
5,679
-48
-0.8% -$2.19K 0.13% 67
2021
Q3 		$243K Buy
5,727
+50
+0.9% +$2.01K 0.14% 68
2021
Q2 		$234K Sell
5,677
-878
-13% -$36K 0.14% 65
2021
Q1 		$254K Buy
+6,555
New +$226K 0.16% 61

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Veery Capital's BAC Position: Q3 2026 in Review

Veery Capital reduced its Bank of America (BAC) stake by 3.3% in Q3 2026, selling an estimated $13.7K and leaving 6,620 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #64.

Veery Capital first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $409K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Veery Capital held 6,620 shares of Bank of America worth $360K as of Q3 2026.
  • Veery Capital sold 225 Bank of America shares in Q3 2026, an estimated $13.7K.
  • Bank of America made up 0.1% of Veery Capital's portfolio in Q3 2026, its #64 holding.
  • Veery Capital first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Veery Capital's Bank of America position peaked at $409K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.