Aspect Partners
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Aspect Partners’s Bank of America BAC Stock Holding History

Aspect Partners’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 		$21.4K Sell
394
-634
-62% -$38.6K 0.01% 189
2026
Q2 		$58.6K Hold
1,028
– – 0.02% 139
2026
Q1 		$50.1K Sell
1,028
-187
-15% -$9.6K 0.02% 141
2025
Q4 		$66.8K Sell
1,215
-207
-15% -$10.9K 0.03% 126
2025
Q3 		$73.4K Buy
1,422
+187
+15% +$9.12K 0.03% 127
2025
Q2 		$58.4K Buy
1,235
+274
+29% +$11.5K 0.03% 144
2025
Q1 		$40.1K Sell
961
-203
-17% -$9.05K 0.02% 140
2024
Q4 		$51.2K Hold
1,164
– – 0.03% 132
2024
Q3 		$46.2K Hold
1,164
– – 0.03% 125
2024
Q2 		$46.3K Buy
1,164
+18
+2% +$690 0.03% 123
2024
Q1 		$43.5K Buy
1,146
+12
+1% +$412 0.03% 124
2023
Q4 		$38.2K Buy
+1,134
New +$33K 0.02% 129

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

Aspect Partners's BAC Position: Q3 2026 in Review

Aspect Partners reduced its Bank of America (BAC) stake by 62% in Q3 2026, selling an estimated $38.6K and leaving 394 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Aspect Partners first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $73.4K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Aspect Partners held 394 shares of Bank of America worth $21.4K as of Q3 2026.
  • Aspect Partners sold 634 Bank of America shares in Q3 2026, an estimated $38.6K.
  • Bank of America made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #189 holding.
  • Aspect Partners first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Bank of America position peaked at $73.4K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.