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 Q2	$1.42M	Sell	24,995 -70	-0.3%	-$3.72K	0.31%	93
2026 Q1	$1.22M	Hold	25,065	–	–	0.29%	103
2025 Q4	$1.38M	Sell	25,065 -5,190	-17%	-$274K	0.33%	95
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VELA Investment Management's BAC Position: Q2 2026 in Review

VELA Investment Management reduced its Bank of America (BAC) stake by 0.28% in Q2 2026, selling an estimated $3.72K and leaving 24,995 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #93.

VELA Investment Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q3 2025. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

VELA Investment Management held 24,995 shares of Bank of America worth $1.42M as of Q2 2026.
VELA Investment Management sold 70 Bank of America shares in Q2 2026, an estimated $3.72K.
Bank of America made up 0.31% of VELA Investment Management's portfolio in Q2 2026, its #93 holding.
VELA Investment Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
VELA Investment Management's Bank of America position peaked at $1.56M in Q3 2025.
3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.