Altus Wealth Group’s Bank of America BAC Stock Holding History

Altus Wealth 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	$649K	Sell	11,928 -279	-2%	-$17K	0.24%	65
2026 Q2	$696K	Sell	12,207 -75	-0.6%	-$3.99K	0.25%	73
2026 Q1	$599K	Sell	12,282 -30	-0.2%	-$1.55K	0.25%	74
2025 Q4	$677K	Sell	12,312 -20	-0.2%	-$1.06K	0.27%	69
2025 Q3	$636K	Sell	12,332 -13	-0.1%	-$634	0.26%	73
2025 Q2	$584K	Sell	12,345 -21	-0.2%	-$883	0.26%	76
2025 Q1	$516K	Buy	12,366 +301	+2%	+$13.4K	0.24%	76
2024 Q4	$530K	Buy	12,065 +147	+1%	+$6.47K	0.23%	86
2024 Q3	$473K	Buy	11,918 +212	+2%	+$8.5K	0.2%	90
2024 Q2	$466K	Buy	11,706 +170	+1%	+$6.52K	0.23%	87
2024 Q1	$437K	Sell	11,536 -340	-3%	-$11.7K	0.22%	90
2023 Q4	$400K	Buy	+11,876	New	+$346K	0.22%	94
2021 Q1	–	Sell	-3,054	Closed	-$93K	–	213
2020 Q4	$93K	Buy	+3,054	New	+$81.9K	0.09%	141

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Altus Wealth Group's BAC Position: Q3 2026 in Review

Altus Wealth Group reduced its Bank of America (BAC) stake by 2.3% in Q3 2026, selling an estimated $17K and leaving 11,928 shares worth $649K. The position accounts for 0.24% of the portfolio, ranked #65.

Altus Wealth Group first reported a position in BAC in Q4 2020 and has held it in 13 quarters since. The position peaked at $696K in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Altus Wealth Group held 11,928 shares of Bank of America worth $649K as of Q3 2026.
Altus Wealth Group sold 279 Bank of America shares in Q3 2026, an estimated $17K.
Bank of America made up 0.24% of Altus Wealth Group's portfolio in Q3 2026, its #65 holding.
Altus Wealth Group first reported a position in Bank of America in Q4 2020 and has held it in 13 quarters since.
Altus Wealth Group's Bank of America position peaked at $696K in Q2 2026.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.