AWA
BAC icon

Aletheian Wealth Advisors’s Bank of America BAC Stock Holding History

Aletheian Wealth Advisors’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 		$303K Buy
5,558
+136
+3% +$8.29K 0.12% 86
2026
Q2 		$309K Buy
5,422
+542
+11% +$28.8K 0.13% 85
2026
Q1 		$238K Buy
+4,880
New +$252K 0.12% 86
2025
Q3 		$290K Buy
5,623
+156
+3% +$7.61K 0.13% 77
2025
Q2 		$259K Sell
5,467
-248
-4% -$10.4K 0.13% 79
2025
Q1 		$238K Sell
5,715
-133
-2% -$5.93K 0.13% 78
2024
Q4 		$257K Buy
5,848
+176
+3% +$7.74K 0.15% 67
2024
Q3 		$225K Sell
5,672
-20,773
-79% -$833K 0.13% 75
2024
Q2 		$1.05M Sell
26,445
-2,953
-10% -$113K 0.55% 41
2024
Q1 		$1.11M Buy
29,398
+6,732
+30% +$231K 0.6% 41
2023
Q4 		$763K Sell
22,666
-600
-3% -$17.5K 0.51% 49
2023
Q3 		$637K Sell
23,266
-1,760
-7% -$52.1K 0.49% 50
2023
Q2 		$718K Buy
+25,026
New +$714K 0.49% 53

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aletheian Wealth Advisors's BAC Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Bank of America (BAC) stake by 2.5% in Q3 2026, buying an estimated $8.29K and bringing the position to 5,558 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #86.

Aletheian Wealth Advisors first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2024. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Aletheian Wealth Advisors held 5,558 shares of Bank of America worth $303K as of Q3 2026.
  • Aletheian Wealth Advisors bought 136 Bank of America shares in Q3 2026, an estimated $8.29K.
  • Bank of America made up 0.12% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Aletheian Wealth Advisors first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
  • Aletheian Wealth Advisors's Bank of America position peaked at $1.11M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.