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 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

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

VisionPoint Advisory Group's BAC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Bank of America (BAC) stake by 8.6% in Q2 2026, buying an estimated $65.9K and bringing the position to 15,576 shares worth $888K. The position accounts for 0.14% of the portfolio, ranked #161.

VisionPoint Advisory Group first reported a position in BAC in Q4 2018 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

VisionPoint Advisory Group held 15,576 shares of Bank of America worth $888K as of Q2 2026.
VisionPoint Advisory Group bought 1,239 Bank of America shares in Q2 2026, an estimated $65.9K.
Bank of America made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #161 holding.
VisionPoint Advisory Group first reported a position in Bank of America in Q4 2018 and has held it in 15 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.