Birch Financial Group
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Birch Financial Group’s Bank of America BAC Stock Holding History

Birch Financial Group’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 		$3.04M Sell
55,852
-156
-0.3% -$9.5K 1.42% 18
2026
Q2 		$3.19M Buy
56,008
+584
+1% +$31.1K 1.64% 15
2026
Q1 		$2.7M Buy
55,424
+117
+0.2% +$6.04K 1.58% 16
2025
Q4 		$3.04M Buy
55,307
+3
+0% +$159 1.73% 13
2025
Q3 		$2.85M Buy
55,304
+45,768
+480% +$2.23M 1.68% 13
2025
Q2 		$451K Buy
9,536
+245
+3% +$10.3K 0.36% 61
2025
Q1 		$388K Buy
9,291
+972
+12% +$43.3K 0.35% 65
2024
Q4 		$366K Buy
+8,319
New +$366K 0.41% 55

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Birch Financial Group's BAC Position: Q3 2026 in Review

Birch Financial Group reduced its Bank of America (BAC) stake by 0.28% in Q3 2026, selling an estimated $9.5K and leaving 55,852 shares worth $3.04M. The position accounts for 1.42% of the portfolio, ranked #18.

Birch Financial Group first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Birch Financial Group held 55,852 shares of Bank of America worth $3.04M as of Q3 2026.
  • Birch Financial Group sold 156 Bank of America shares in Q3 2026, an estimated $9.5K.
  • Bank of America made up 1.42% of Birch Financial Group's portfolio in Q3 2026, its #18 holding.
  • Birch Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's Bank of America position peaked at $3.19M in Q2 2026.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.