Atala Financial’s Bank of America BAC Stock Holding History

Atala Financial’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	$376K	Hold	6,903	–	–	0.22%	89
2026 Q2	$393K	Hold	6,903	–	–	0.24%	87
2026 Q1	$339K	Buy	6,903 +125	+2%	+$6.45K	0.23%	91
2025 Q4	$373K	Hold	6,778	–	–	0.24%	84
2025 Q3	$350K	Hold	6,778	–	–	0.22%	86
2025 Q2	$321K	Hold	6,778	–	–	0.22%	91
2025 Q1	$283K	Hold	6,778	–	–	0.21%	95
2024 Q4	$298K	Buy	+6,778	New	+$298K	0.21%	96

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Atala Financial's BAC Position: Q3 2026 in Review

Atala Financial held its Bank of America (BAC) position steady in Q3 2026 at 6,903 shares worth $376K. The position accounts for 0.22% of the portfolio, ranked #89.

Atala Financial first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $393K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Atala Financial held 6,903 shares of Bank of America worth $376K as of Q3 2026.
Atala Financial left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.22% of Atala Financial's portfolio in Q3 2026, its #89 holding.
Atala Financial first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Bank of America position peaked at $393K in Q2 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.