1900 Wealth Management’s Bank of America BAC Stock Holding History

1900 Wealth 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 Q3	$798K	Buy	14,661 +5,884	+67%	+$358K	0.04%	145
2026 Q2	$500K	Buy	+8,777	New	+$467K	0.03%	179
2026 Q1	–	Sell	-6,408	Closed	-$352K	–	254
2025 Q4	$352K	Buy	+6,408	New	+$339K	0.02%	191
2024 Q1	–	Sell	-11,181	Closed	-$376K	–	240
2023 Q4	$376K	Sell	11,181 -3,510	-24%	-$102K	0.03%	222
2023 Q3	$402K	Buy	+14,691	New	+$435K	0.04%	209
2022 Q2	–	Sell	-5,461	Closed	-$225K	–	224
2022 Q1	$225K	Hold	5,461	–	–	0.02%	228
2021 Q4	$243K	Buy	+5,461	New	+$249K	0.02%	218

Other funds holding BAC

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

1900 Wealth Management's BAC Position: Q3 2026 in Review

1900 Wealth Management increased its Bank of America (BAC) stake by 67% in Q3 2026, buying an estimated $358K and bringing the position to 14,661 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #145.

1900 Wealth Management first reported a position in BAC in Q4 2021 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

1900 Wealth Management held 14,661 shares of Bank of America worth $798K as of Q3 2026.
1900 Wealth Management bought 5,884 Bank of America shares in Q3 2026, an estimated $358K.
Bank of America made up 0.04% of 1900 Wealth Management's portfolio in Q3 2026, its #145 holding.
1900 Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 7 quarters since.
415 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.