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Baker Tilly Wealth Management’s Bank of America BAC Stock Holding History

Baker Tilly Wealth Management’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 		$1.08M Sell
19,763
-931
-4% -$56.7K 0.21% 82
2026
Q2 		$1.18M Buy
20,694
+1,727
+9% +$91.8K 0.25% 72
2026
Q1 		$925K Buy
18,967
+278
+1% +$14.3K 0.22% 91
2025
Q4 		$1.03M Buy
18,689
+368
+2% +$19.5K 0.25% 78
2025
Q3 		$945K Buy
18,321
+558
+3% +$27.2K 0.21% 94
2025
Q2 		$841K Sell
17,763
-724
-4% -$30.5K 0.3% 74
2025
Q1 		$771K Sell
18,487
-124
-0.7% -$5.53K 0.3% 87
2024
Q4 		$818K Buy
18,611
+572
+3% +$25.2K 0.32% 73
2024
Q3 		$716K Sell
18,039
-10,835
-38% -$434K 0.32% 80
2024
Q2 		$1.15M Sell
28,874
-42,342
-59% -$1.62M 0.47% 43
2024
Q1 		$2.7M Sell
71,216
-2,521
-3% -$86.5K 0.49% 45
2023
Q4 		$2.48M Buy
73,737
+1,160
+2% +$33.8K 0.41% 51
2023
Q3 		$1.99M Sell
72,577
-73,655
-50% -$2.18M 0.33% 67
2023
Q2 		$4.2M Buy
146,232
+27,678
+23% +$790K 0.44% 51
2023
Q1 		$3.39M Sell
118,554
-34,790
-23% -$1.15M 0.38% 60
2022
Q4 		$5.08M Buy
153,344
+9,503
+7% +$327K 0.63% 34
2022
Q3 		$4.34M Sell
143,841
-16,669
-10% -$557K 0.59% 31
2022
Q2 		$5M Buy
160,510
+25,437
+19% +$916K 0.66% 31
2022
Q1 		$5.57M Buy
135,073
+8,145
+6% +$367K 0.62% 33
2021
Q4 		$5.65M Sell
126,928
-57
-0% -$2.6K 0.61% 33
2021
Q3 		$5.39M Buy
126,985
+10,731
+9% +$432K 0.71% 18
2021
Q2 		$4.79M Buy
116,254
+39,088
+51% +$1.6M 0.77% 16
2021
Q1 		$2.99M Buy
77,166
+49,221
+176% +$1.7M 0.61% 33
2020
Q4 		$847K Buy
+27,945
New +$749K 0.26% 94

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
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
SC
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
GI
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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
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

Baker Tilly Wealth Management's BAC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Bank of America (BAC) stake by 4.5% in Q3 2026, selling an estimated $56.7K and leaving 19,763 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #82.

Baker Tilly Wealth Management first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.65M in Q4 2021. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Baker Tilly Wealth Management held 19,763 shares of Bank of America worth $1.08M as of Q3 2026.
  • Baker Tilly Wealth Management sold 931 Bank of America shares in Q3 2026, an estimated $56.7K.
  • Bank of America made up 0.21% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Baker Tilly Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Bank of America position peaked at $5.65M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.