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Virginia Estate & Retirement Planning Advisors’s Bank of America BAC Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$8.55K Hold
150
– – 0.01% 130
2026
Q1 		$7.31K Buy
+150
New +$7.74K 0.01% 113

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

Virginia Estate & Retirement Planning Advisors's BAC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Bank of America (BAC) position steady in Q2 2026 at 150 shares worth $8.55K. The position accounts for 0.01% of the portfolio, ranked #130.

Virginia Estate & Retirement Planning Advisors first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,573 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 150 shares of Bank of America worth $8.55K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #130 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
  • 3,573 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.