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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
Q2 		$2.69M Sell
47,224
-54
-0.1% -$2.87K 1.35% 15
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
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

ViaWealth's BAC Position: Q2 2026 in Review

ViaWealth reduced its Bank of America (BAC) stake by 0.11% in Q2 2026, selling an estimated $2.87K and leaving 47,224 shares worth $2.69M. The position accounts for 1.35% of the portfolio, ranked #15.

ViaWealth first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.9M in Q3 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • ViaWealth held 47,224 shares of Bank of America worth $2.69M as of Q2 2026.
  • ViaWealth sold 54 Bank of America shares in Q2 2026, an estimated $2.87K.
  • Bank of America made up 1.35% of ViaWealth's portfolio in Q2 2026, its #15 holding.
  • ViaWealth first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Bank of America position peaked at $2.9M in Q3 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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