4Wealth Advisors’s Bank of America BAC Stock Holding History

4Wealth Advisors’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	$251K	Sell	4,558 -215	-5%	-$13.1K	0.17%	114
2026 Q2	$276K	Buy	4,773 +87	+2%	+$4.63K	0.21%	120
2026 Q1	$221K	Buy	4,686 +8	+0.2%	+$413	0.19%	129
2025 Q4	$257K	Sell	4,678 -4	-0.1%	-$211	0.22%	127
2025 Q3	$242K	Buy	4,682 +7	+0.1%	+$341	0.22%	124
2025 Q2	$221K	Sell	4,675 -611	-12%	-$25.7K	0.22%	120
2025 Q1	$221K	Sell	5,286 -132	-2%	-$5.88K	0.24%	115
2024 Q4	$238K	Buy	+5,418	New	+$238K	0.24%	128

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

4Wealth Advisors's BAC Position: Q3 2026 in Review

4Wealth Advisors reduced its Bank of America (BAC) stake by 4.5% in Q3 2026, selling an estimated $13.1K and leaving 4,558 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #114.

4Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $276K in Q2 2026. 2,306 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

4Wealth Advisors held 4,558 shares of Bank of America worth $251K as of Q3 2026.
4Wealth Advisors sold 215 Bank of America shares in Q3 2026, an estimated $13.1K.
Bank of America made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #114 holding.
4Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Bank of America position peaked at $276K in Q2 2026.
2,306 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.