Vicus Capital’s Bank of America BAC Stock Holding History

Vicus Capital’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	$424K	Sell	8,688 -134	-2%	-$6.92K	0.03%	190
2025 Q4	$485K	Sell	8,822 -274	-3%	-$14.5K	0.04%	184
2025 Q3	$469K	Buy	9,096 +390	+4%	+$19K	0.04%	184
2025 Q2	$412K	Buy	8,706 +28	+0.3%	+$1.18K	0.03%	177
2025 Q1	$362K	Sell	8,678 -2,081	-19%	-$92.7K	0.03%	170
2024 Q4	$473K	Buy	10,759 +480	+5%	+$21.1K	0.04%	141
2024 Q3	$408K	Sell	10,279 -3,757	-27%	-$151K	0.04%	153
2024 Q2	$558K	Buy	14,036 +1,967	+16%	+$75.4K	0.05%	147
2024 Q1	$458K	Buy	12,069 +1,603	+15%	+$55K	0.04%	162
2023 Q4	$352K	Sell	10,466 -1,036	-9%	-$30.2K	0.04%	157
2023 Q3	$315K	Buy	11,502 +1,397	+14%	+$41.3K	0.03%	193
2023 Q2	$290K	Buy	10,105 +38	+0.4%	+$1.08K	0.03%	175
2023 Q1	$288K	Sell	10,067 -117	-1%	-$3.86K	0.03%	168
2022 Q4	$337K	Sell	10,184 -460	-4%	-$15.8K	0.04%	151
2022 Q3	$321K	Sell	10,644 -170	-2%	-$5.68K	0.04%	166
2022 Q2	$337K	Sell	10,814 -7,296	-40%	-$263K	0.04%	173
2022 Q1	$747K	Buy	18,110 +6,686	+59%	+$302K	0.07%	124
2021 Q4	$551K	Buy	+11,424	New	+$520K	0.06%	142
2021 Q2	–	Sell	-15,513	Closed	-$600K	–	162
2021 Q1	$600K	Buy	15,513 +172	+1%	+$5.93K	0.07%	135
2020 Q4	$465K	Sell	15,341 -6,136	-29%	-$164K	0.06%	143
2020 Q3	$517K	Buy	21,477 +4,641	+28%	+$116K	0.07%	129
2020 Q2	$400K	Sell	16,836 -115	-0.7%	-$2.72K	0.06%	139
2020 Q1	$360K	Buy	16,951 +4,386	+35%	+$131K	0.07%	135
2019 Q4	$443K	Sell	12,565 -1,104	-8%	-$35.7K	0.07%	137
2019 Q3	$399K	Sell	13,669 -117	-0.8%	-$3.36K	0.06%	166
2019 Q2	$400K	Buy	13,786 +566	+4%	+$16.3K	0.06%	164
2019 Q1	$365K	Sell	13,220 -19,965	-60%	-$564K	0.06%	166
2018 Q4	$818K	Buy	33,185 +1,134	+4%	+$30.8K	0.15%	102
2018 Q3	$944K	Sell	32,051 -684	-2%	-$20.8K	0.15%	98
2018 Q2	$923K	Sell	32,735 -783	-2%	-$23.4K	0.15%	98
2018 Q1	$1M	Sell	33,518 -1,241	-4%	-$39K	0.17%	92
2017 Q4	$1.03M	Sell	34,759 -26	-0.1%	-$717	0.18%	96
2017 Q3	$881K	Sell	34,785 -1,246	-3%	-$30.2K	0.17%	104
2017 Q2	$874K	Buy	36,031 +1,512	+4%	+$35.3K	0.18%	95
2017 Q1	$814K	Sell	34,519 -22,751	-40%	-$540K	0.18%	101
2016 Q4	$1.27M	Sell	57,270 -1,462	-2%	-$28.2K	0.28%	81
2016 Q3	$919K	Sell	58,732 -804	-1%	-$12K	0.21%	99
2016 Q2	$790K	Buy	59,536 +2,112	+4%	+$29.7K	0.19%	89
2016 Q1	$776K	Buy	57,424 +15,185	+36%	+$205K	0.18%	86
2015 Q4	$711K	Buy	42,239 +26,612	+170%	+$450K	0.18%	93
2015 Q3	$243K	Sell	15,627 -569	-4%	-$9.57K	0.06%	146
2015 Q2	$276K	Sell	16,196 -4,239	-21%	-$69.9K	0.07%	143
2015 Q1	$314	Buy	20,435 +11	+0.1%	+$177	0.06%	138
2014 Q4	$365K	Sell	20,424 -291	-1%	-$4.98K	0.11%	112
2014 Q3	$353K	Buy	20,715 +3,658	+21%	+$58.2K	0.12%	92
2014 Q2	$262K	Sell	17,057 -1,618	-9%	-$25.1K	0.08%	120
2014 Q1	$321K	Sell	18,675 -1,794	-9%	-$30.2K	0.11%	96
2013 Q4	$319K	Sell	20,469 -682	-3%	-$10.1K	0.12%	87
2013 Q3	$292K	Sell	21,151 -730	-3%	-$10.4K	0.13%	62
2013 Q2	$281K	Buy	+21,881	New	+$279K	0.13%	57

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

Vicus Capital's BAC Position: Q1 2026 in Review

Vicus Capital reduced its Bank of America (BAC) stake by 1.5% in Q1 2026, selling an estimated $6.92K and leaving 8,688 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #190.

Vicus Capital first reported a position in BAC in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.27M in Q4 2016. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Vicus Capital held 8,688 shares of Bank of America worth $424K as of Q1 2026.
Vicus Capital sold 134 Bank of America shares in Q1 2026, an estimated $6.92K.
Bank of America made up 0.03% of Vicus Capital's portfolio in Q1 2026, its #190 holding.
Vicus Capital first reported a position in Bank of America in Q2 2013 and has held it in 50 quarters since.
Vicus Capital's Bank of America position peaked at $1.27M in Q4 2016.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.