Apella Capital
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Apella Capital’s Bank of America BAC Stock Holding History

Apella Capital’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 		$2.61M Buy
48,718
+739
+2% +$45K 0.03% 254
2026
Q2 		$2.87M Sell
47,979
-277
-0.6% -$14.7K 0.04% 228
2026
Q1 		$2.6M Buy
48,256
+29,974
+164% +$1.55M 0.04% 229
2025
Q4 		$1.01M Buy
18,282
+1,930
+12% +$102K 0.02% 278
2025
Q3 		$825K Buy
16,352
+3,344
+26% +$163K 0.02% 272
2025
Q2 		$633K Buy
13,008
+536
+4% +$22.6K 0.02% 268
2025
Q1 		$463K Buy
12,472
+1,139
+10% +$50.8K 0.02% 260
2024
Q4 		$498K Buy
11,333
+463
+4% +$20.4K 0.02% 236
2024
Q3 		$426K Sell
10,870
-392
-3% -$15.7K 0.02% 231
2024
Q2 		$466K Buy
11,262
+1,928
+21% +$73.9K 0.02% 213
2024
Q1 		$352K Buy
9,334
+98
+1% +$3.36K 0.02% 227
2023
Q4 		$312K Sell
9,236
-991
-10% -$28.9K 0.02% 235
2023
Q3 		$280K Buy
10,227
+273
+3% +$8.08K 0.02% 225
2023
Q2 		$286K Buy
+9,954
New +$284K 0.02% 218
2022
Q4 		$320K Buy
9,658
+776
+9% +$26.7K 0.03% 187
2022
Q3 		$268K Buy
8,882
+3
+0% +$100 0.03% 183
2022
Q2 		$276K Buy
8,879
+941
+12% +$33.9K 0.03% 184
2022
Q1 		$327K Buy
7,938
+2,383
+43% +$108K 0.05% 160
2021
Q4 		$247K Sell
5,555
-91
-2% -$4.15K 0.03% 178
2021
Q3 		$240K Sell
5,646
-817
-13% -$32.9K 0.03% 184
2021
Q2 		$266K Buy
+6,463
New +$265K 0.04% 180

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

Apella Capital's BAC Position: Q3 2026 in Review

Apella Capital increased its Bank of America (BAC) stake by 1.5% in Q3 2026, buying an estimated $45K and bringing the position to 48,718 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #254.

Apella Capital first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.87M in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Apella Capital held 48,718 shares of Bank of America worth $2.61M as of Q3 2026.
  • Apella Capital bought 739 Bank of America shares in Q3 2026, an estimated $45K.
  • Bank of America made up 0.03% of Apella Capital's portfolio in Q3 2026, its #254 holding.
  • Apella Capital first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Bank of America position peaked at $2.87M in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.