A4 Wealth Advisors
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A4 Wealth Advisors’s Bank of America BAC Stock Holding History

A4 Wealth 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 		$211K Sell
3,877
-175
-4% -$10.7K 0.14% 72
2026
Q2 		$231K Sell
4,052
-2,095
-34% -$111K 0.15% 82
2026
Q1 		$300K Sell
6,147
-2,475
-29% -$128K 0.24% 62
2025
Q4 		$474K Sell
8,622
-3,887
-31% -$205K 0.41% 49
2025
Q3 		$645K Buy
+12,509
New +$610K 0.54% 50

Other funds holding BAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

A4 Wealth Advisors's BAC Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Bank of America (BAC) stake by 4.3% in Q3 2026, selling an estimated $10.7K and leaving 3,877 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #72.

A4 Wealth Advisors first reported a position in BAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $645K in Q3 2025. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • A4 Wealth Advisors held 3,877 shares of Bank of America worth $211K as of Q3 2026.
  • A4 Wealth Advisors sold 175 Bank of America shares in Q3 2026, an estimated $10.7K.
  • Bank of America made up 0.14% of A4 Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • A4 Wealth Advisors first reported a position in Bank of America in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Bank of America position peaked at $645K in Q3 2025.
  • 2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.