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Vista Investment Partners II’s Bank of America BAC Stock Holding History

Vista Investment Partners II’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 		– Sell
-3,955
Closed -$218K – 159
2025
Q4 		$218K Sell
3,955
-191
-5% -$10.1K 0.09% 133
2025
Q3 		$214K Sell
4,146
-459
-10% -$22.4K 0.1% 128
2025
Q2 		$218K Buy
+4,605
New +$194K 0.11% 117

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vista Investment Partners II's BAC Position: Q1 2026 in Review

Vista Investment Partners II sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,955 shares — an estimated $218K sold.

Vista Investment Partners II first reported a position in BAC in Q2 2025 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Vista Investment Partners II reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 3,955 Bank of America shares in Q1 2026, an estimated $218K.
  • Vista Investment Partners II first reported a position in Bank of America in Q2 2025 and held it in 3 quarters.
  • Vista Investment Partners II's Bank of America position peaked at $218K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.