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Advus Financial Partners’s Bank of America BAC Stock Holding History

Advus Financial Partners’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 		$261K Sell
4,793
-325
-6% -$19.8K 0.07% 126
2026
Q2 		$292K Buy
+5,118
New +$272K 0.08% 116
2021
Q4 		– Sell
-10,061
Closed -$448K – 54
2021
Q3 		$448K Buy
+10,061
New +$405K 0.25% 50

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Advus Financial Partners's BAC Position: Q3 2026 in Review

Advus Financial Partners reduced its Bank of America (BAC) stake by 6.4% in Q3 2026, selling an estimated $19.8K and leaving 4,793 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #126.

Advus Financial Partners first reported a position in BAC in Q3 2021 and has held it in 3 quarters since. The position peaked at $448K in Q3 2021. 1,288 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Advus Financial Partners held 4,793 shares of Bank of America worth $261K as of Q3 2026.
  • Advus Financial Partners sold 325 Bank of America shares in Q3 2026, an estimated $19.8K.
  • Bank of America made up 0.07% of Advus Financial Partners's portfolio in Q3 2026, its #126 holding.
  • Advus Financial Partners first reported a position in Bank of America in Q3 2021 and has held it in 3 quarters since.
  • Advus Financial Partners's Bank of America position peaked at $448K in Q3 2021.
  • 1,288 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.