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Benedict Financial Advisors’s Bank of America BAC Stock Holding History

Benedict Financial Advisors’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 		$687K Sell
12,630
-25
-0.2% -$1.52K 0.14% 103
2026
Q2 		$721K Sell
12,655
-593
-4% -$31.5K 0.14% 104
2026
Q1 		$646K Sell
13,248
-2,644
-17% -$136K 0.13% 104
2025
Q4 		$874K Sell
15,892
-37
-0.2% -$1.96K 0.18% 101
2025
Q3 		$822K Buy
15,929
+53
+0.3% +$2.59K 0.18% 102
2025
Q2 		$751K Buy
15,876
+8
+0.1% +$337 0.17% 100
2025
Q1 		$662K Buy
15,868
+149
+0.9% +$6.64K 0.15% 100
2024
Q4 		$691K Buy
15,719
+3,868
+33% +$170K 0.17% 98
2024
Q3 		$470K Sell
11,851
-1,965
-14% -$78.8K 0.11% 108
2024
Q2 		$549K Sell
13,816
-2,501
-15% -$95.8K 0.14% 102
2024
Q1 		$619K Sell
16,317
-743
-4% -$25.5K 0.16% 104
2023
Q4 		$574K Sell
17,060
-9,815
-37% -$286K 0.16% 100
2023
Q3 		$736K Sell
26,875
-3,412
-11% -$101K 0.21% 96
2023
Q2 		$869K Sell
30,287
-317
-1% -$9.05K 0.24% 94
2023
Q1 		$875K Buy
30,604
+7,478
+32% +$247K 0.25% 94
2022
Q4 		$766K Sell
23,126
-166
-0.7% -$5.72K 0.23% 90
2022
Q3 		$703K Buy
23,292
+684
+3% +$22.9K 0.22% 93
2022
Q2 		$704K Buy
22,608
+966
+4% +$34.8K 0.21% 96
2022
Q1 		$892K Buy
21,642
+199
+0.9% +$8.98K 0.24% 94
2021
Q4 		$954K Buy
21,443
+6
+0% +$273 0.25% 95
2021
Q3 		$910K Buy
21,437
+4,192
+24% +$169K 0.25% 95
2021
Q2 		$711K Sell
17,245
-6,908
-29% -$283K 0.2% 98
2021
Q1 		$934K Buy
+24,153
New +$833K 0.27% 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

Benedict Financial Advisors's BAC Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Bank of America (BAC) stake by 0.2% in Q3 2026, selling an estimated $1.52K and leaving 12,630 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #103.

Benedict Financial Advisors first reported a position in BAC in Q1 2021 and has held it in 23 quarters since. The position peaked at $954K in Q4 2021. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Benedict Financial Advisors held 12,630 shares of Bank of America worth $687K as of Q3 2026.
  • Benedict Financial Advisors sold 25 Bank of America shares in Q3 2026, an estimated $1.52K.
  • Bank of America made up 0.14% of Benedict Financial Advisors's portfolio in Q3 2026, its #103 holding.
  • Benedict Financial Advisors first reported a position in Bank of America in Q1 2021 and has held it in 23 quarters since.
  • Benedict Financial Advisors's Bank of America position peaked at $954K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.