ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Bank of America BAC Stock Holding History

ARS Wealth Advisors 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 		$9.02M Sell
165,736
-408
-0.2% -$24.9K 0.66% 37
2026
Q2 		$9.47M Buy
166,144
+2,585
+2% +$137K 0.74% 35
2026
Q1 		$7.97M Buy
163,559
+4,788
+3% +$247K 0.67% 38
2025
Q4 		$8.73M Sell
158,771
-1,548
-1% -$81.8K 0.79% 34
2025
Q3 		$8.27M Buy
160,319
+597
+0.4% +$29.1K 0.82% 36
2025
Q2 		$7.56M Buy
+159,722
New +$6.72M 0.87% 32
2024
Q4 		– Sell
-162,988
Closed -$6.47M – 172
2024
Q3 		$6.47M Buy
162,988
+512
+0.3% +$20.5K 0.79% 33
2024
Q2 		$6.46M Sell
162,476
-4,092
-2% -$157K 0.84% 31
2024
Q1 		$6.32M Sell
166,568
-13,792
-8% -$473K 0.85% 32
2023
Q4 		$6.07M Sell
180,360
-30,314
-14% -$883K 0.9% 36
2023
Q3 		$5.77M Buy
210,674
+11,244
+6% +$333K 0.95% 40
2023
Q2 		$5.72M Buy
+199,430
New +$5.69M 0.91% 40
2023
Q1 		– Sell
-190,052
Closed -$6.29M – 132
2022
Q4 		$6.29M Buy
190,052
+2,677
+1% +$92.2K 1.04% 36
2022
Q3 		$5.66M Buy
187,375
+27,371
+17% +$915K 0.86% 44
2022
Q2 		$4.98M Buy
160,004
+140,462
+719% +$5.06M 0.68% 51
2022
Q1 		$806K Buy
19,542
+10
+0.1% +$451 0.14% 61
2021
Q4 		$869K Sell
19,532
-438
-2% -$20K 0.15% 60
2021
Q3 		$848K Buy
+19,970
New +$804K 0.15% 58

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ARS Wealth Advisors Group's BAC Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Bank of America (BAC) stake by 0.25% in Q3 2026, selling an estimated $24.9K and leaving 165,736 shares worth $9.02M. The position accounts for 0.66% of the portfolio, ranked #37.

ARS Wealth Advisors Group first reported a position in BAC in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.47M in Q2 2026. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • ARS Wealth Advisors Group held 165,736 shares of Bank of America worth $9.02M as of Q3 2026.
  • ARS Wealth Advisors Group sold 408 Bank of America shares in Q3 2026, an estimated $24.9K.
  • Bank of America made up 0.66% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #37 holding.
  • ARS Wealth Advisors Group first reported a position in Bank of America in Q3 2021 and has held it in 18 quarters since.
  • ARS Wealth Advisors Group's Bank of America position peaked at $9.47M in Q2 2026.
  • 2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.