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

Amplius 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 		$528K Buy
9,708
+1,350
+16% +$82.2K 0.04% 135
2026
Q2 		$476K Buy
8,358
+59
+0.7% +$3.14K 0.03% 131
2026
Q1 		$405K Buy
8,299
+140
+2% +$7.22K 0.03% 122
2025
Q4 		$449K Buy
8,159
+30
+0.4% +$1.59K 0.04% 113
2025
Q3 		$419K Sell
8,129
-3,178
-28% -$155K 0.04% 124
2025
Q2 		$535K Sell
11,307
-111
-1% -$4.67K 0.05% 112
2025
Q1 		$476K Buy
11,418
+251
+2% +$11.2K 0.05% 114
2024
Q4 		$491K Buy
11,167
+395
+4% +$17.4K 0.05% 105
2024
Q3 		$427K Hold
10,772
– – 0.05% 108
2024
Q2 		$428K Sell
10,772
-281
-3% -$10.8K 0.05% 105
2024
Q1 		$419K Sell
11,053
-3,048
-22% -$105K 0.05% 109
2023
Q4 		$475K Buy
14,101
+424
+3% +$12.3K 0.06% 97
2023
Q3 		$374K Buy
13,677
+51
+0.4% +$1.51K 0.05% 109
2023
Q2 		$391K Sell
13,626
-1,772
-12% -$50.6K 0.05% 111
2023
Q1 		$440K Sell
15,398
-11
-0.1% -$363 0.06% 107
2022
Q4 		$510K Buy
15,409
+835
+6% +$28.8K 0.08% 86
2022
Q3 		$440K Buy
+14,574
New +$487K 0.08% 95
2022
Q2 		– Sell
-7,132
Closed -$293K – 177
2022
Q1 		$293K Buy
7,132
+84
+1% +$3.79K 0.05% 132
2021
Q4 		$313K Buy
+7,048
New +$321K 0.04% 150

Other funds holding BAC

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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Bank of America (BAC) stake by 16% in Q3 2026, buying an estimated $82.2K and bringing the position to 9,708 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #135.

Amplius Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Amplius Wealth Advisors held 9,708 shares of Bank of America worth $528K as of Q3 2026.
  • Amplius Wealth Advisors bought 1,350 Bank of America shares in Q3 2026, an estimated $82.2K.
  • Bank of America made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #135 holding.
  • Amplius Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Bank of America position peaked at $535K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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