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 Q2	$6.18M	Sell	108,417 -16,213	-13%	-$862K	0.71%	31
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vision Capital Management's BAC Position: Q2 2026 in Review

Vision Capital Management reduced its Bank of America (BAC) stake by 13% in Q2 2026, selling an estimated $862K and leaving 108,417 shares worth $6.18M. The position accounts for 0.71% of the portfolio, ranked #31.

Vision Capital Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Vision Capital Management held 108,417 shares of Bank of America worth $6.18M as of Q2 2026.
Vision Capital Management sold 16,213 Bank of America shares in Q2 2026, an estimated $862K.
Bank of America made up 0.71% of Vision Capital Management's portfolio in Q2 2026, its #31 holding.
Vision Capital Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.