Vestia Personal Wealth Advisors’s Bank of America BAC Stock Holding History

Vestia Personal Wealth 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	$208K	Buy	+3,645	New	+$194K	0.08%	108

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

Vestia Personal Wealth Advisors's BAC Position: Q2 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,645 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings.

3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Vestia Personal Wealth Advisors held 3,645 shares of Bank of America worth $208K as of Q2 2026.
Bank of America was a new Vestia Personal Wealth Advisors position in Q2 2026.
Bank of America made up 0.08% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #108 holding.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.