Balboa Wealth Partners’s Bank of America BAC Stock Holding History

Balboa Wealth 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	$279K	Sell	5,119 -2,833	-36%	-$173K	0.04%	366
2026 Q2	$453K	Buy	7,952 +2,512	+46%	+$134K	0.06%	257
2026 Q1	$265K	Sell	5,440 -4,436	-45%	-$229K	0.04%	332
2025 Q4	$543K	Buy	9,876 +1,076	+12%	+$56.9K	0.09%	180
2025 Q3	$454K	Buy	8,800 +667	+8%	+$32.5K	0.08%	199
2025 Q2	$385K	Buy	+8,133	New	+$342K	0.08%	199
2025 Q1	–	Sell	-8,419	Closed	-$370K	–	329
2024 Q4	$370K	Buy	+8,419	New	+$370K	0.08%	175
2024 Q3	–	Sell	-5,669	Closed	-$225K	–	336
2024 Q2	$225K	Sell	5,669 -1,614	-22%	-$61.9K	0.06%	233
2024 Q1	$276K	Buy	+7,283	New	+$250K	0.08%	174
2023 Q4	–	Sell	-11,143	Closed	-$305K	–	286
2023 Q3	$305K	Sell	11,143 -2,452	-18%	-$72.5K	0.11%	150
2023 Q2	$390K	Sell	13,595 -11,799	-46%	-$337K	0.14%	134
2023 Q1	$726K	Buy	+25,394	New	+$838K	0.27%	71

Other funds holding BAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balboa Wealth Partners's BAC Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Bank of America (BAC) stake by 36% in Q3 2026, selling an estimated $173K and leaving 5,119 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #366.

Balboa Wealth Partners first reported a position in BAC in Q1 2023 and has held it in 12 quarters since. The position peaked at $726K in Q1 2023. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Balboa Wealth Partners held 5,119 shares of Bank of America worth $279K as of Q3 2026.
Balboa Wealth Partners sold 2,833 Bank of America shares in Q3 2026, an estimated $173K.
Bank of America made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #366 holding.
Balboa Wealth Partners first reported a position in Bank of America in Q1 2023 and has held it in 12 quarters since.
Balboa Wealth Partners's Bank of America position peaked at $726K in Q1 2023.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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