BKM Wealth Management’s Bank of America BAC Stock Holding History

BKM 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	$283K	Buy	5,202 +148	+3%	+$9.02K	0.09%	137
2026 Q2	$288K	Sell	5,054 -318	-6%	-$16.9K	0.1%	129
2026 Q1	$262K	Buy	5,372 +24	+0.4%	+$1.24K	0.1%	132
2025 Q4	$294K	Sell	5,348 -93	-2%	-$4.92K	0.11%	128
2025 Q3	$281K	Buy	5,441 +269	+5%	+$13.1K	0.1%	130
2025 Q2	$245K	Buy	5,172 +294	+6%	+$12.4K	0.1%	144
2025 Q1	$204K	Buy	4,878 +10	+0.2%	+$446	0.08%	152
2024 Q4	$214K	Buy	+4,868	New	+$214K	0.09%	158
2024 Q3	–	Sell	-5,207	Closed	-$269K	–	161
2024 Q2	$269K	Sell	5,207 -36	-0.7%	-$1.38K	0.13%	130
2024 Q1	$199K	Buy	5,243 +1,213	+30%	+$41.6K	0.09%	158
2023 Q4	$136K	Buy	+4,030	New	+$117K	0.06%	181

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

BKM Wealth Management's BAC Position: Q3 2026 in Review

BKM Wealth Management increased its Bank of America (BAC) stake by 2.9% in Q3 2026, buying an estimated $9.02K and bringing the position to 5,202 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #137.

BKM Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q4 2025. 999 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

BKM Wealth Management held 5,202 shares of Bank of America worth $283K as of Q3 2026.
BKM Wealth Management bought 148 Bank of America shares in Q3 2026, an estimated $9.02K.
Bank of America made up 0.09% of BKM Wealth Management's portfolio in Q3 2026, its #137 holding.
BKM Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Bank of America position peaked at $294K in Q4 2025.
999 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.