BOS Asset Management
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BOS Asset Management’s Bank of America BAC Stock Holding History

BOS Asset 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 		$539K Buy
9,897
+403
+4% +$24.6K 0.13% 118
2026
Q2 		$541K Buy
9,494
+2
+0% +$106 0.13% 120
2026
Q1 		$463K Sell
9,492
-247
-3% -$12.7K 0.12% 131
2025
Q4 		$536K Buy
9,739
+3
+0% +$159 0.14% 112
2025
Q3 		$502K Buy
9,736
+4
+0% +$195 0.14% 117
2025
Q2 		$461K Buy
9,732
+4
+0% +$168 0.15% 108
2025
Q1 		$406K Buy
9,728
+4
+0% +$178 0.14% 108
2024
Q4 		$427K Sell
9,724
-79
-0.8% -$3.48K 0.15% 100
2024
Q3 		$389K Sell
9,803
-1,102
-10% -$44.2K 0.14% 99
2024
Q2 		$434K Sell
10,905
-242
-2% -$9.27K 0.2% 88
2024
Q1 		$423K Buy
11,147
+930
+9% +$31.9K 0.22% 76
2023
Q4 		$344K Sell
10,217
-2,000
-16% -$58.2K 0.24% 92
2023
Q3 		$335K Hold
12,217
– – 0.25% 91
2023
Q2 		$351K Buy
12,217
+1,033
+9% +$29.5K 0.27% 78
2023
Q1 		$320K Sell
11,184
-864
-7% -$28.5K 0.27% 84
2022
Q4 		$399K Buy
+12,048
New +$415K 0.36% 74

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BOS Asset Management's BAC Position: Q3 2026 in Review

BOS Asset Management increased its Bank of America (BAC) stake by 4.2% in Q3 2026, buying an estimated $24.6K and bringing the position to 9,897 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #118.

BOS Asset Management first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $541K in Q2 2026. 2,191 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • BOS Asset Management held 9,897 shares of Bank of America worth $539K as of Q3 2026.
  • BOS Asset Management bought 403 Bank of America shares in Q3 2026, an estimated $24.6K.
  • Bank of America made up 0.13% of BOS Asset Management's portfolio in Q3 2026, its #118 holding.
  • BOS Asset Management first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Bank of America position peaked at $541K in Q2 2026.
  • 2,191 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.