AdviceOne Advisory Services’s Bank of America BAC Stock Holding History

AdviceOne Advisory Services’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	$381K	Buy	6,995 +6	+0.1%	+$366	0.23%	30
2026 Q2	$398K	Buy	6,989 +5	+0.1%	+$266	0.23%	28
2026 Q1	$340K	Sell	6,984 -50	-0.7%	-$2.58K	0.21%	31
2025 Q4	$387K	Sell	7,034 -59	-0.8%	-$3.12K	0.23%	25
2025 Q3	$366K	Buy	7,093 +1	+0%	+$49	0.24%	24
2025 Q2	$336K	Buy	7,092 +198	+3%	+$8.33K	0.25%	21
2025 Q1	$288K	Buy	6,894 +32	+0.5%	+$1.43K	0.23%	22
2024 Q4	$302K	Buy	+6,862	New	+$302K	0.27%	18

Other funds holding BAC

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

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

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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

AdviceOne Advisory Services's BAC Position: Q3 2026 in Review

AdviceOne Advisory Services increased its Bank of America (BAC) stake by 0.09% in Q3 2026, buying an estimated $366 and bringing the position to 6,995 shares worth $381K. The position accounts for 0.23% of the portfolio, ranked #30.

AdviceOne Advisory Services first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $398K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

AdviceOne Advisory Services held 6,995 shares of Bank of America worth $381K as of Q3 2026.
AdviceOne Advisory Services bought 6 Bank of America shares in Q3 2026, an estimated $366.
Bank of America made up 0.23% of AdviceOne Advisory Services's portfolio in Q3 2026, its #30 holding.
AdviceOne Advisory Services first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Bank of America position peaked at $398K in Q2 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.