ViaWealth’s Bank of America BAC Stock Holding History

ViaWealth’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	$2.3M	Sell	47,278 -1,005	-2%	-$51.9K	1.28%	18
2025 Q4	$2.66M	Sell	48,283 -7,861	-14%	-$416K	1.49%	14
2025 Q3	$2.9M	Buy	56,144 +645	+1%	+$31.5K	1.58%	13
2025 Q2	$2.63M	Buy	55,499 +186	+0.3%	+$7.83K	1.55%	12
2025 Q1	$2.31M	Sell	55,313 -1,007	-2%	-$44.9K	1.42%	17
2024 Q4	$2.48M	Sell	56,320 -1,260	-2%	-$55.4K	1.49%	15
2024 Q3	$2.28M	Buy	57,580 +614	+1%	+$24.6K	1.33%	19
2024 Q2	$2.27M	Sell	56,966 -1,553	-3%	-$59.5K	1.41%	18
2024 Q1	$2.22M	Sell	58,519 -5,784	-9%	-$199K	1.39%	18
2023 Q4	$2.17M	Sell	64,303 -2,916	-4%	-$84.9K	1.49%	15
2023 Q3	$1.84M	Buy	67,219 +858	+1%	+$25.4K	1.35%	17
2023 Q2	$1.9M	Sell	66,361 -51	-0.1%	-$1.46K	1.42%	15
2023 Q1	$1.9M	Buy	66,412 +78	+0.1%	+$2.58K	1.5%	14
2022 Q4	$2.25M	Buy	+66,334	New	+$2.28M	1.85%	8

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

ViaWealth's BAC Position: Q1 2026 in Review

ViaWealth reduced its Bank of America (BAC) stake by 2.1% in Q1 2026, selling an estimated $51.9K and leaving 47,278 shares worth $2.3M. The position accounts for 1.28% of the portfolio, ranked #18.

ViaWealth first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.9M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

ViaWealth held 47,278 shares of Bank of America worth $2.3M as of Q1 2026.
ViaWealth sold 1,005 Bank of America shares in Q1 2026, an estimated $51.9K.
Bank of America made up 1.28% of ViaWealth's portfolio in Q1 2026, its #18 holding.
ViaWealth first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Bank of America position peaked at $2.9M in Q3 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.