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

Vision 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	$6.08M	Buy	124,630 +19,728	+19%	+$1.02M	0.77%	29
2025 Q4	$5.77M	Buy	104,902 +198	+0.2%	+$10.5K	0.7%	34
2025 Q3	$5.4M	Sell	104,704 -1,803	-2%	-$88K	0.67%	35
2025 Q2	$5.04M	Buy	106,507 +8,505	+9%	+$358K	0.66%	36
2025 Q1	$4.09M	Buy	98,002 +42,185	+76%	+$1.88M	0.59%	40
2024 Q4	$2.45M	Sell	55,817 -3,090	-5%	-$136K	0.36%	53
2024 Q3	$2.34M	Buy	58,907 +645	+1%	+$25.9K	0.33%	56
2024 Q2	$2.32M	Buy	58,262 +366	+0.6%	+$14K	0.34%	55
2024 Q1	$2.2M	Sell	57,896 -23	-0%	-$790	0.33%	59
2023 Q4	$1.95M	Sell	57,919 -437	-0.7%	-$12.7K	0.3%	62
2023 Q3	$1.6M	Sell	58,356 -457	-0.8%	-$13.5K	0.29%	62
2023 Q2	$1.69M	Buy	58,813 +112	+0.2%	+$3.2K	0.29%	61
2023 Q1	$1.68M	Sell	58,701 -1,961	-3%	-$64.7K	0.3%	61
2022 Q4	$2.01M	Buy	60,662 +288	+0.5%	+$9.92K	0.38%	57
2022 Q3	$1.82M	Buy	60,374 +498	+0.8%	+$16.6K	0.38%	56
2022 Q2	$1.86M	Buy	59,876 +475	+0.8%	+$17.1K	0.35%	56
2022 Q1	$2.45M	Buy	59,401 +1,568	+3%	+$70.7K	0.4%	54
2021 Q4	$2.57M	Buy	57,833 +41	+0.1%	+$1.87K	0.38%	51
2021 Q3	$2.45M	Buy	57,792 +624	+1%	+$25.1K	0.4%	50
2021 Q2	$2.36M	Sell	57,168 -439	-0.8%	-$18K	0.39%	52
2021 Q1	$2.23M	Buy	57,607 +1,514	+3%	+$52.2K	0.4%	53
2020 Q4	$1.7M	Buy	+56,093	New	+$1.5M	0.32%	61

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

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

Vision Capital Management increased its Bank of America (BAC) stake by 19% in Q1 2026, buying an estimated $1.02M and bringing the position to 124,630 shares worth $6.08M. The position accounts for 0.77% of the portfolio, ranked #29.

Vision Capital Management first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Vision Capital Management held 124,630 shares of Bank of America worth $6.08M as of Q1 2026.
Vision Capital Management bought 19,728 Bank of America shares in Q1 2026, an estimated $1.02M.
Bank of America made up 0.77% of Vision Capital Management's portfolio in Q1 2026, its #29 holding.
Vision Capital Management first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.