Accel Wealth Management
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Accel Wealth Management’s Bank of America BAC Stock Holding History

Accel Wealth Management’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 		$996K Sell
18,295
-96
-0.5% -$5.85K 0.21% 101
2026
Q2 		$1.05M Sell
18,391
-878
-5% -$46.7K 0.24% 96
2026
Q1 		$939K Buy
19,269
+1,254
+7% +$64.7K 0.25% 101
2025
Q4 		$991K Buy
18,015
+2,648
+17% +$140K 0.27% 93
2025
Q3 		$793K Sell
15,367
-786
-5% -$38.3K 0.23% 100
2025
Q2 		$764K Sell
16,153
-141
-0.9% -$5.93K 0.26% 91
2025
Q1 		$680K Sell
16,294
-767
-4% -$34.2K 0.25% 95
2024
Q4 		$750K Sell
17,061
-1,093
-6% -$48.1K 0.28% 88
2024
Q3 		$720K Sell
18,154
-458
-2% -$18.4K 0.27% 90
2024
Q2 		$740K Sell
18,612
-523
-3% -$20K 0.3% 86
2024
Q1 		$726K Sell
19,135
-38
-0.2% -$1.3K 0.31% 81
2023
Q4 		$646K Buy
19,173
+55
+0.3% +$1.6K 0.32% 77
2023
Q3 		$523K Sell
19,118
-940
-5% -$27.8K 0.29% 88
2023
Q2 		$575K Buy
20,058
+85
+0.4% +$2.43K 0.32% 79
2023
Q1 		$571K Sell
19,973
-1,004
-5% -$33.1K 0.23% 97
2022
Q4 		$695K Buy
20,977
+529
+3% +$18.2K 0.33% 65
2022
Q3 		$662K Sell
20,448
-110
-0.5% -$3.68K 0.35% 67
2022
Q2 		$663K Buy
20,558
+156
+0.8% +$5.62K 0.38% 63
2022
Q1 		$834K Sell
20,402
-26
-0.1% -$1.17K 0.43% 57
2021
Q4 		$909K Buy
20,428
+621
+3% +$28.3K 0.45% 54
2021
Q3 		$841K Buy
19,807
+324
+2% +$13.1K 0.54% 48
2021
Q2 		$803K Buy
19,483
+69
+0.4% +$2.83K 0.53% 45
2021
Q1 		$751K Buy
19,414
+273
+1% +$9.42K 0.61% 38
2020
Q4 		$580K Buy
+19,141
New +$513K 0.54% 41

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Accel Wealth Management's BAC Position: Q3 2026 in Review

Accel Wealth Management reduced its Bank of America (BAC) stake by 0.52% in Q3 2026, selling an estimated $5.85K and leaving 18,295 shares worth $996K. The position accounts for 0.21% of the portfolio, ranked #101.

Accel Wealth Management first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q2 2026. 2,308 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Accel Wealth Management held 18,295 shares of Bank of America worth $996K as of Q3 2026.
  • Accel Wealth Management sold 96 Bank of America shares in Q3 2026, an estimated $5.85K.
  • Bank of America made up 0.21% of Accel Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Accel Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Bank of America position peaked at $1.05M in Q2 2026.
  • 2,308 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.