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 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%	-$5.09K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Veery Capital's BAC Position: Q2 2026 in Review

Veery Capital reduced its Bank of America (BAC) stake by 7.9% in Q2 2026, selling an estimated $31.3K and leaving 6,845 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #60.

Veery Capital first reported a position in BAC in Q1 2021 and has held it in 20 quarters since. The position peaked at $409K in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Veery Capital held 6,845 shares of Bank of America worth $390K as of Q2 2026.
Veery Capital sold 589 Bank of America shares in Q2 2026, an estimated $31.3K.
Bank of America made up 0.1% of Veery Capital's portfolio in Q2 2026, its #60 holding.
Veery Capital first reported a position in Bank of America in Q1 2021 and has held it in 20 quarters since.
Veery Capital's Bank of America position peaked at $409K in Q4 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.