Avidian Wealth Enterprises’s Bank of America BAC Stock Holding History

Avidian Wealth Enterprises’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	$5.35M	Buy	98,349 +2,029	+2%	+$124K	0.15%	102
2026 Q2	$5.49M	Buy	96,320 +4,540	+5%	+$241K	0.15%	103
2026 Q1	$4.47M	Buy	91,780 +57,572	+168%	+$2.97M	0.14%	107
2025 Q4	$1.88M	Buy	34,208 +4,365	+15%	+$231K	0.07%	154
2025 Q3	$1.54M	Buy	29,843 +1,460	+5%	+$71.2K	0.06%	168
2025 Q2	$1.34M	Sell	28,383 -3,358	-11%	-$141K	0.05%	168
2025 Q1	$1.32M	Buy	31,741 +248	+0.8%	+$11.1K	0.06%	160
2024 Q4	$1.38M	Buy	31,493 +949	+3%	+$41.8K	0.06%	151
2024 Q3	$1.21M	Buy	30,544 +924	+3%	+$37K	0.06%	161
2024 Q2	$1.18M	Buy	29,620 +3,756	+15%	+$144K	0.05%	163
2024 Q1	$981K	Buy	25,864 +5,106	+25%	+$175K	0.05%	168
2023 Q4	$699K	Sell	20,758 -120	-0.6%	-$3.49K	0.04%	207
2023 Q3	$572K	Sell	20,878 -5,101	-20%	-$151K	0.04%	232
2023 Q2	$745K	Buy	25,979 +2,753	+12%	+$78.6K	0.05%	219
2023 Q1	$664K	Buy	23,226 +1,131	+5%	+$37.3K	0.04%	249
2022 Q4	$732K	Buy	22,095 +377	+2%	+$13K	0.05%	217
2022 Q3	$656K	Buy	21,718 +2,958	+16%	+$98.9K	0.05%	197
2022 Q2	$584K	Sell	18,760 -67	-0.4%	-$2.41K	0.04%	245
2022 Q1	$776K	Buy	18,827 +252	+1%	+$11.4K	0.05%	230
2021 Q4	$826K	Buy	18,575 +2,083	+13%	+$94.9K	0.05%	220
2021 Q3	$700K	Buy	16,492 +723	+5%	+$29.1K	0.05%	168
2021 Q2	$650K	Buy	15,769 +1,542	+11%	+$63.2K	0.05%	176
2021 Q1	$550K	Sell	14,227 -558	-4%	-$19.3K	0.05%	194
2020 Q4	$448K	Buy	14,785 +2,644	+22%	+$70.9K	0.04%	202
2020 Q3	$292K	Buy	+12,141	New	+$302K	0.03%	221
2020 Q2	–	Sell	-11,036	Closed	-$234K	–	263
2020 Q1	$234K	Sell	11,036 -1,617	-13%	-$48.5K	0.04%	176
2019 Q4	$446K	Buy	12,653 +1,509	+14%	+$48.8K	0.06%	126
2019 Q3	$325K	Buy	11,144 +636	+6%	+$18.3K	0.05%	140
2019 Q2	$305K	Buy	10,508 +2,669	+34%	+$77K	0.07%	102
2019 Q1	$216K	Sell	7,839 -1,242	-14%	-$35.1K	0.05%	121
2018 Q4	$224K	Buy	+9,081	New	+$246K	0.08%	82

Other funds holding BAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's BAC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Bank of America (BAC) stake by 2.1% in Q3 2026, buying an estimated $124K and bringing the position to 98,349 shares worth $5.35M. The position accounts for 0.15% of the portfolio, ranked #102.

Avidian Wealth Enterprises first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.49M in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Avidian Wealth Enterprises held 98,349 shares of Bank of America worth $5.35M as of Q3 2026.
Avidian Wealth Enterprises bought 2,029 Bank of America shares in Q3 2026, an estimated $124K.
Bank of America made up 0.15% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #102 holding.
Avidian Wealth Enterprises first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
Avidian Wealth Enterprises's Bank of America position peaked at $5.49M in Q2 2026.
186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.