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VisionPoint Advisory Group’s Bank of America BAC Stock Holding History

VisionPoint Advisory Group’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
Q3 		$840K Sell
15,441
-135
-0.9% -$8.22K 0.13% 171
2026
Q2 		$888K Buy
15,576
+1,239
+9% +$65.9K 0.14% 161
2026
Q1 		$699K Buy
14,337
+986
+7% +$50.9K 0.13% 179
2025
Q4 		$734K Buy
13,351
+2,407
+22% +$127K 0.14% 163
2025
Q3 		$565K Buy
10,944
+225
+2% +$11K 0.11% 182
2025
Q2 		$507K Buy
+10,719
New +$451K 0.11% 186
2025
Q1 		– Sell
-1,571
Closed -$69.6K – 216
2024
Q4 		$69.6K Buy
+1,571
New +$69.1K 0.02% 259
2024
Q3 		– Sell
-1,886
Closed -$75K – 283
2024
Q2 		$75K Sell
1,886
-309
-14% -$11.8K 0.03% 232
2024
Q1 		$83.2K Sell
2,195
-493
-18% -$16.9K 0.03% 223
2023
Q4 		$90.5K Sell
2,688
-1,330
-33% -$38.7K 0.03% 195
2023
Q3 		$110K Buy
4,018
+1,147
+40% +$33.9K 0.05% 184
2023
Q2 		$82.4K Buy
+2,871
New +$81.9K 0.03% 186
2020
Q1 		– Sell
-9,204
Closed -$324K – 119
2019
Q4 		$324K Sell
9,204
-1,899
-17% -$61.4K 0.13% 81
2019
Q3 		$315K Sell
11,103
-1,384
-11% -$39.8K 0.09% 93
2019
Q2 		$362K Buy
+12,487
New +$360K 0.1% 81
2019
Q1 		– Sell
-14,375
Closed -$354K – 133
2018
Q4 		$354K Buy
+14,375
New +$390K 0.11% 72

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VisionPoint Advisory Group's BAC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Bank of America (BAC) stake by 0.87% in Q3 2026, selling an estimated $8.22K and leaving 15,441 shares worth $840K. The position accounts for 0.13% of the portfolio, ranked #171.

VisionPoint Advisory Group first reported a position in BAC in Q4 2018 and has held it in 16 quarters since. The position peaked at $888K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • VisionPoint Advisory Group held 15,441 shares of Bank of America worth $840K as of Q3 2026.
  • VisionPoint Advisory Group sold 135 Bank of America shares in Q3 2026, an estimated $8.22K.
  • Bank of America made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #171 holding.
  • VisionPoint Advisory Group first reported a position in Bank of America in Q4 2018 and has held it in 16 quarters since.
  • VisionPoint Advisory Group's Bank of America position peaked at $888K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.