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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viewpoint Capital Management's BAC Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Bank of America (BAC) stake by 2.6% in Q1 2026, selling an estimated $225K and leaving 160,929 shares worth $7.85M. The position accounts for 3.67% of the portfolio, ranked #6.

Viewpoint Capital Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.09M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Viewpoint Capital Management held 160,929 shares of Bank of America worth $7.85M as of Q1 2026.
  • Viewpoint Capital Management sold 4,355 Bank of America shares in Q1 2026, an estimated $225K.
  • Bank of America made up 3.67% of Viewpoint Capital Management's portfolio in Q1 2026, its #6 holding.
  • Viewpoint Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Viewpoint Capital Management's Bank of America position peaked at $9.09M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.