VELA Investment Management’s Bank of America BAC Stock Holding History

VELA Investment 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 Q1	$1.22M	Hold	25,065	–	–	0.28%	103
2025 Q4	$1.38M	Sell	25,065 -5,190	-17%	-$274K	0.32%	96
2025 Q3	$1.56M	Buy	30,255 +70	+0.2%	+$3.42K	0.38%	81
2025 Q2	$1.43M	Sell	30,185 -2,757	-8%	-$116K	0.39%	85
2025 Q1	$1.37M	Hold	32,942	–	–	0.43%	80
2024 Q4	$1.45M	Hold	32,942	–	–	0.4%	90
2024 Q3	$1.31M	Buy	32,942 +2,550	+8%	+$102K	0.4%	85
2024 Q2	$1.21M	Hold	30,392	–	–	0.38%	95
2024 Q1	$1.15M	Sell	30,392 -314	-1%	-$10.8K	0.39%	85
2023 Q4	$1.03M	Buy	30,706 +10,994	+56%	+$320K	0.4%	88
2023 Q3	$540K	Buy	19,712 +6,375	+48%	+$189K	0.24%	109
2023 Q2	$383K	Hold	13,337	–	–	0.18%	120
2023 Q1	$381K	Sell	13,337 -10,598	-44%	-$350K	0.17%	123
2022 Q4	$793K	Buy	23,935 +4,339	+22%	+$149K	0.39%	79
2022 Q3	$592K	Buy	19,596 +3,429	+21%	+$115K	0.34%	91
2022 Q2	$503K	Buy	16,167 +1,848	+13%	+$66.5K	0.29%	95
2022 Q1	$590K	Sell	14,319 -948	-6%	-$42.8K	0.37%	75
2021 Q4	$679K	Buy	+15,267	New	+$696K	0.46%	66

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VELA Investment Management's BAC Position: Q1 2026 in Review

VELA Investment Management held its Bank of America (BAC) position steady in Q1 2026 at 25,065 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #103.

VELA Investment Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

VELA Investment Management held 25,065 shares of Bank of America worth $1.22M as of Q1 2026.
VELA Investment Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.28% of VELA Investment Management's portfolio in Q1 2026, its #103 holding.
VELA Investment Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
VELA Investment Management's Bank of America position peaked at $1.56M in Q3 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.