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Visionary Wealth Advisors’s Bank of America BAC Stock Holding History

Visionary Wealth 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 		$2.6M Buy
45,598
+975
+2% +$51.9K 0.1% 182
2026
Q1 		$2.18M Buy
44,623
+181
+0.4% +$9.34K 0.1% 190
2025
Q4 		$2.44M Buy
44,442
+1,704
+4% +$90.1K 0.11% 178
2025
Q3 		$2.2M Buy
42,738
+64
+0.1% +$3.12K 0.1% 187
2025
Q2 		$2.02M Buy
42,674
+250
+0.6% +$10.5K 0.1% 191
2025
Q1 		$1.77M Buy
42,424
+169
+0.4% +$7.53K 0.11% 188
2024
Q4 		$1.86M Sell
42,255
-2,349
-5% -$103K 0.11% 180
2024
Q3 		$1.77M Sell
44,604
-536
-1% -$21.5K 0.11% 188
2024
Q2 		$1.8M Sell
45,140
-383
-0.8% -$14.7K 0.12% 178
2024
Q1 		$1.73M Sell
45,523
-1,051
-2% -$36.1K 0.12% 180
2023
Q4 		$1.57M Sell
46,574
-2,354
-5% -$68.5K 0.12% 178
2023
Q3 		$1.34M Sell
48,928
-764
-2% -$22.6K 0.11% 184
2023
Q2 		$1.43M Buy
49,692
+3,838
+8% +$110K 0.11% 181
2023
Q1 		$1.31M Sell
45,854
-4,220
-8% -$139K 0.11% 174
2022
Q4 		$1.66M Buy
50,074
+4,399
+10% +$152K 0.15% 133
2022
Q3 		$1.38M Sell
45,675
-5,985
-12% -$200K 0.14% 142
2022
Q2 		$1.61M Buy
51,660
+10,073
+24% +$363K 0.14% 133
2022
Q1 		$1.71M Buy
41,587
+13,052
+46% +$589K 0.14% 138
2021
Q4 		$1.27M Buy
+28,535
New +$1.3M 0.1% 146
2021
Q3 		– Sell
-37,947
Closed -$1.56M – 326
2021
Q2 		$1.56M Buy
37,947
+483
+1% +$19.8K 0.16% 121
2021
Q1 		$1.45M Sell
37,464
-3,355
-8% -$116K 0.15% 126
2020
Q4 		$1.24M Buy
+40,819
New +$1.09M 0.14% 123
2020
Q3 		– Sell
-26,767
Closed -$635K – 261
2020
Q2 		$635K Sell
26,767
-122
-0.5% -$2.88K 0.1% 136
2020
Q1 		$571K Buy
26,889
+1,891
+8% +$56.7K 0.11% 121
2019
Q4 		$880K Buy
+24,998
New +$808K 0.16% 107

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

Visionary Wealth Advisors's BAC Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Bank of America (BAC) stake by 2.2% in Q2 2026, buying an estimated $51.9K and bringing the position to 45,598 shares worth $2.6M. The position accounts for 0.1% of the portfolio, ranked #182.

Visionary Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 25 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Visionary Wealth Advisors held 45,598 shares of Bank of America worth $2.6M as of Q2 2026.
  • Visionary Wealth Advisors bought 975 Bank of America shares in Q2 2026, an estimated $51.9K.
  • Bank of America made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Visionary Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 25 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.