Abel Hall LLC’s Bank of America BAC Stock Holding History

Abel Hall 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	$783K	Buy	14,383 +4,002	+39%	+$244K	0.14%	102
2026 Q2	$592K	Buy	10,381 +733	+8%	+$39K	0.1%	187
2026 Q1	$470K	Sell	9,648 -15,570	-62%	-$803K	0.1%	214
2025 Q4	$1.39M	Buy	25,218 +15,475	+159%	+$818K	0.32%	42
2025 Q3	$503K	Buy	9,743 +169	+2%	+$8.24K	0.2%	94
2025 Q2	$453K	Buy	9,574 +2,839	+42%	+$119K	0.21%	95
2025 Q1	$281K	Sell	6,735 -1,811	-21%	-$80.7K	0.17%	111
2024 Q4	$376K	Buy	8,546 +266	+3%	+$11.7K	0.24%	69
2024 Q3	$329K	Sell	8,280 -190	-2%	-$7.62K	0.22%	78
2024 Q2	$337K	Buy	8,470 +699	+9%	+$26.8K	0.24%	75
2024 Q1	$295K	Buy	7,771 +589	+8%	+$20.2K	0.22%	83
2023 Q4	$242K	Buy	+7,182	New	+$209K	0.21%	88

Other funds holding BAC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Abel Hall LLC's BAC Position: Q3 2026 in Review

Abel Hall LLC increased its Bank of America (BAC) stake by 39% in Q3 2026, buying an estimated $244K and bringing the position to 14,383 shares worth $783K. The position accounts for 0.14% of the portfolio, ranked #102.

Abel Hall LLC first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2025. 1,288 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Abel Hall LLC held 14,383 shares of Bank of America worth $783K as of Q3 2026.
Abel Hall LLC bought 4,002 Bank of America shares in Q3 2026, an estimated $244K.
Bank of America made up 0.14% of Abel Hall LLC's portfolio in Q3 2026, its #102 holding.
Abel Hall LLC first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's Bank of America position peaked at $1.39M in Q4 2025.
1,288 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.