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Seven Hills Financial, LLC’s Bank of America BAC Stock Holding History

Seven Hills Financial, LLC’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 		$3.17M Buy
+58,299
New +$3.55M 1.91% 13

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EB
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BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Seven Hills Financial, LLC's BAC Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Bank of America (BAC) in Q3 2026: 58,299 shares worth $3.17M. The stake represents 1.91% of the portfolio and ranks #13 among its holdings.

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

  • Seven Hills Financial, LLC held 58,299 shares of Bank of America worth $3.17M as of Q3 2026.
  • Bank of America was a new Seven Hills Financial, LLC position in Q3 2026.
  • Bank of America made up 1.91% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #13 holding.
  • 278 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.