ABLE Financial Group
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ABLE Financial Group’s Bank of America BAC Stock Holding History

ABLE Financial Group’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 		$602K Sell
11,052
-542
-5% -$33K 0.09% 131
2026
Q2 		$661K Sell
11,594
-374
-3% -$19.9K 0.11% 119
2026
Q1 		$583K Sell
11,968
-577
-5% -$29.8K 0.11% 123
2025
Q4 		$690K Buy
12,545
+938
+8% +$49.6K 0.14% 109
2025
Q3 		$599K Sell
11,607
-836
-7% -$40.8K 0.13% 114
2025
Q2 		$589K Sell
12,443
-665
-5% -$28K 0.14% 111
2025
Q1 		$547K Sell
13,108
-351
-3% -$15.6K 0.15% 98
2024
Q4 		$592K Buy
13,459
+2,246
+20% +$98.8K 0.17% 90
2024
Q3 		$445K Sell
11,213
-40
-0.4% -$1.6K 0.14% 111
2024
Q2 		$448K Buy
11,253
+465
+4% +$17.8K 0.16% 100
2024
Q1 		$409K Sell
10,788
-304
-3% -$10.4K 0.16% 101
2023
Q4 		$373K Sell
11,092
-4,200
-27% -$122K 0.16% 100
2023
Q3 		$419K Sell
15,292
-1,203
-7% -$35.6K 0.21% 86
2023
Q2 		$473K Buy
16,495
+2,520
+18% +$71.9K 0.24% 75
2023
Q1 		$400K Buy
+13,975
New +$461K 0.26% 78

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

ABLE Financial Group's BAC Position: Q3 2026 in Review

ABLE Financial Group reduced its Bank of America (BAC) stake by 4.7% in Q3 2026, selling an estimated $33K and leaving 11,052 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #131.

ABLE Financial Group first reported a position in BAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $690K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • ABLE Financial Group held 11,052 shares of Bank of America worth $602K as of Q3 2026.
  • ABLE Financial Group sold 542 Bank of America shares in Q3 2026, an estimated $33K.
  • Bank of America made up 0.09% of ABLE Financial Group's portfolio in Q3 2026, its #131 holding.
  • ABLE Financial Group first reported a position in Bank of America in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's Bank of America position peaked at $690K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.