Brady Martz Wealth Solutions’s Bank of America BAC Stock Holding History

Brady Martz Wealth Solutions’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	$1.11M	Sell	20,477 -1,162	-5%	-$70.8K	0.16%	96
2026 Q2	$1.23M	Sell	21,639 -129	-0.6%	-$6.86K	0.19%	87
2026 Q1	$1.06M	Sell	21,768 -4,920	-18%	-$254K	0.18%	95
2025 Q4	$1.47M	Buy	26,688 +531	+2%	+$28.1K	0.26%	72
2025 Q3	$1.35M	Buy	26,157 +42	+0.2%	+$2.05K	0.25%	76
2025 Q2	$1.24M	Buy	26,115 +869	+3%	+$36.6K	0.24%	77
2025 Q1	$1.05M	Buy	25,246 +133	+0.5%	+$5.93K	0.24%	82
2024 Q4	$1.15M	Buy	+25,113	New	+$1.1M	0.28%	77

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

Brady Martz Wealth Solutions's BAC Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Bank of America (BAC) stake by 5.4% in Q3 2026, selling an estimated $70.8K and leaving 20,477 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #96.

Brady Martz Wealth Solutions first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2025. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Brady Martz Wealth Solutions held 20,477 shares of Bank of America worth $1.11M as of Q3 2026.
Brady Martz Wealth Solutions sold 1,162 Bank of America shares in Q3 2026, an estimated $70.8K.
Bank of America made up 0.16% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #96 holding.
Brady Martz Wealth Solutions first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Bank of America position peaked at $1.47M in Q4 2025.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.