B.A. Schrock Wealth Management, Inc.’s Bank of America BAC Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$1.08M	Buy	+20,129	New	+$1.23M	0.4%	65

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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

B.A. Schrock Wealth Management, Inc.'s BAC Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Bank of America (BAC) in Q3 2026: 20,129 shares worth $1.08M. The stake represents 0.4% of the portfolio and ranks #65 among its holdings.

488 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 20,129 shares of Bank of America worth $1.08M as of Q3 2026.
Bank of America was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Bank of America made up 0.4% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #65 holding.
488 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.