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3Chopt Investment Partners’s Bank of America BAC Stock Holding History

3Chopt Investment Partners’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 		$2.66M Sell
46,757
-5,832
-11% -$310K 0.5% 44
2026
Q1 		$2.56M Buy
52,589
+1,995
+4% +$103K 0.59% 45
2025
Q4 		$2.78M Sell
50,594
-99
-0.2% -$5.23K 0.62% 39
2025
Q3 		$2.62M Sell
50,693
-376
-0.7% -$18.3K 0.6% 42
2025
Q2 		$2.42M Buy
51,069
+675
+1% +$28.4K 0.58% 47
2025
Q1 		$2.1M Buy
50,394
+5,040
+11% +$225K 0.55% 49
2024
Q4 		$1.99M Buy
45,354
+4,977
+12% +$219K 0.68% 43
2024
Q3 		$1.6M Buy
40,377
+3,369
+9% +$135K 0.57% 52
2024
Q2 		$1.47M Buy
37,008
+1,159
+3% +$44.4K 0.45% 52
2024
Q1 		$1.36M Buy
35,849
+1,030
+3% +$35.4K 0.56% 53
2023
Q4 		$1.17M Buy
34,819
+541
+2% +$15.8K 0.43% 58
2023
Q3 		$939K Sell
34,278
-1,299
-4% -$38.4K 0.55% 46
2023
Q2 		$1.02M Sell
35,577
-23,831
-40% -$680K 0.51% 55
2023
Q1 		$1.7M Sell
59,408
-26,205
-31% -$865K 0.91% 37
2022
Q4 		$2.84M Buy
+85,613
New +$2.95M 1.55% 15

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

3Chopt Investment Partners's BAC Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $310K and leaving 46,757 shares worth $2.66M. The position accounts for 0.5% of the portfolio, ranked #44.

3Chopt Investment Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.84M in Q4 2022. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • 3Chopt Investment Partners held 46,757 shares of Bank of America worth $2.66M as of Q2 2026.
  • 3Chopt Investment Partners sold 5,832 Bank of America shares in Q2 2026, an estimated $310K.
  • Bank of America made up 0.5% of 3Chopt Investment Partners's portfolio in Q2 2026, its #44 holding.
  • 3Chopt Investment Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3Chopt Investment Partners's Bank of America position peaked at $2.84M in Q4 2022.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.