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Viewpoint Capital Management’s Bank of America BAC Stock Holding History

Viewpoint Capital Management’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
Q3 		$8.02M Buy
147,424
+20,930
+17% +$1.28M 3.75% 6
2026
Q2 		$7.21M Sell
126,494
-34,435
-21% -$1.83M 3.67% 6
2026
Q1 		$7.85M Sell
160,929
-4,355
-3% -$225K 3.67% 6
2025
Q4 		$9.09M Sell
165,284
-580
-0.3% -$30.7K 3.94% 4
2025
Q3 		$8.56M Buy
165,864
+1,000
+0.6% +$48.8K 3.77% 4
2025
Q2 		$7.8M Sell
164,864
-500
-0.3% -$21K 3.83% 4
2025
Q1 		$6.9M Buy
165,364
+445
+0.3% +$19.8K 3.71% 4
2024
Q4 		$7.25M Buy
164,919
+3,840
+2% +$169K 3.81% 5
2024
Q3 		$6.35M Buy
161,079
+1,980
+1% +$79.4K 3.55% 6
2024
Q2 		$6.33M Sell
159,099
-10
-0% -$383 3.87% 4
2024
Q1 		$6.03M Sell
159,109
-1,350
-0.8% -$46.3K 3.84% 5
2023
Q4 		$5.4M Sell
160,459
-314
-0.2% -$9.14K 3.78% 3
2023
Q3 		$4.4M Buy
160,773
+1,700
+1% +$50.3K 3.52% 4
2023
Q2 		$4.56M Buy
159,073
+2,250
+1% +$64.2K 3.53% 4
2023
Q1 		$4.49M Sell
156,823
-1,710
-1% -$56.4K 4.03% 3
2022
Q4 		$5.25M Sell
158,533
-196
-0.1% -$6.75K 5.08% 3
2022
Q3 		$4.79M Sell
158,729
-3,018
-2% -$101K 4.74% 4
2022
Q2 		$5.04M Sell
161,747
-2,749
-2% -$99K 4.72% 2
2022
Q1 		$6.78M Sell
164,496
-938
-0.6% -$42.3K 5.23% 2
2021
Q4 		$7.36M Buy
+165,434
New +$7.54M 5.34% 2

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Viewpoint Capital Management's BAC Position: Q3 2026 in Review

Viewpoint Capital Management increased its Bank of America (BAC) stake by 17% in Q3 2026, buying an estimated $1.28M and bringing the position to 147,424 shares worth $8.02M. The position accounts for 3.75% of the portfolio, ranked #6.

Viewpoint Capital Management first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.09M in Q4 2025. 2,237 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Viewpoint Capital Management held 147,424 shares of Bank of America worth $8.02M as of Q3 2026.
  • Viewpoint Capital Management bought 20,930 Bank of America shares in Q3 2026, an estimated $1.28M.
  • Bank of America made up 3.75% of Viewpoint Capital Management's portfolio in Q3 2026, its #6 holding.
  • Viewpoint Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Viewpoint Capital Management's Bank of America position peaked at $9.09M in Q4 2025.
  • 2,237 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.