VA
BAC icon

VestGen Advisors’s Bank of America BAC Stock Holding History

VestGen Advisors’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 		$2.7M Buy
47,454
+2,226
+5% +$118K 0.08% 242
2026
Q1 		$2.3M Buy
45,228
+5,341
+13% +$276K 0.06% 276
2025
Q4 		$2.19M Sell
39,887
-24,138
-38% -$1.28M 0.09% 225
2025
Q3 		$3.3M Buy
64,025
+11,362
+22% +$554K 0.11% 178
2025
Q2 		$2.47M Buy
52,663
+2,678
+5% +$113K 0.1% 191
2025
Q1 		$2.09M Buy
+49,985
New +$2.23M 0.09% 192

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VestGen Advisors's BAC Position: Q2 2026 in Review

VestGen Advisors increased its Bank of America (BAC) stake by 4.9% in Q2 2026, buying an estimated $118K and bringing the position to 47,454 shares worth $2.7M. The position accounts for 0.08% of the portfolio, ranked #242.

VestGen Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.3M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • VestGen Advisors held 47,454 shares of Bank of America worth $2.7M as of Q2 2026.
  • VestGen Advisors bought 2,226 Bank of America shares in Q2 2026, an estimated $118K.
  • Bank of America made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #242 holding.
  • VestGen Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Bank of America position peaked at $3.3M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.