Blue Zone Wealth Advisors’s Bank of America BAC Stock Holding History

Blue Zone Wealth 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	$689K	Sell	12,667 -1,320	-9%	-$80.4K	0.11%	72
2026 Q2	$797K	Sell	13,987 -3,810	-21%	-$203K	0.14%	69
2026 Q1	$868K	Buy	17,797 +12,148	+215%	+$627K	0.18%	66
2025 Q4	$311K	Buy	5,649 +8	+0.1%	+$423	0.06%	113
2025 Q3	$291K	Hold	5,641	–	–	0.06%	109
2025 Q2	$267K	Buy	5,641 +628	+13%	+$26.4K	0.07%	94
2025 Q1	$209K	Sell	5,013 -179	-3%	-$7.98K	0.06%	99
2024 Q4	$228K	Buy	+5,192	New	+$228K	0.07%	95

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

Blue Zone Wealth Advisors's BAC Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Bank of America (BAC) stake by 9.4% in Q3 2026, selling an estimated $80.4K and leaving 12,667 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #72.

Blue Zone Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $868K in Q1 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Blue Zone Wealth Advisors held 12,667 shares of Bank of America worth $689K as of Q3 2026.
Blue Zone Wealth Advisors sold 1,320 Bank of America shares in Q3 2026, an estimated $80.4K.
Bank of America made up 0.11% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #72 holding.
Blue Zone Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Blue Zone Wealth Advisors's Bank of America position peaked at $868K in Q1 2026.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.