Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Bank of America BAC Stock Holding History

Brandywine Oak Private Wealth’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 		$531K Sell
9,756
-635
-6% -$38.7K 0.04% 153
2026
Q2 		$592K Buy
10,391
+94
+0.9% +$5K 0.04% 148
2026
Q1 		$502K Sell
10,297
-418
-4% -$21.6K 0.04% 148
2025
Q4 		$589K Sell
10,715
-693
-6% -$36.6K 0.05% 143
2025
Q3 		$589K Hold
11,408
– – 0.05% 143
2025
Q2 		$540K Sell
11,408
-1,304
-10% -$54.9K 0.05% 144
2025
Q1 		$530K Sell
12,712
-186
-1% -$8.29K 0.05% 141
2024
Q4 		$567K Buy
12,898
+2,981
+30% +$131K 0.06% 139
2024
Q3 		$394K Sell
9,917
-3
-0% -$120 0.04% 172
2024
Q2 		$395K Buy
9,920
+314
+3% +$12K 0.04% 164
2024
Q1 		$364K Hold
9,606
– – 0.04% 177
2023
Q4 		$323K Sell
9,606
-1,450
-13% -$42.2K 0.04% 180
2023
Q3 		$303K Sell
11,056
-16,254
-60% -$481K 0.04% 186
2023
Q2 		$784K Hold
27,310
– – 0.09% 116
2023
Q1 		$781K Hold
27,310
– – 0.09% 115
2022
Q4 		$905K Sell
27,310
-606
-2% -$20.9K 0.11% 99
2022
Q3 		$843K Sell
27,916
-4,175
-13% -$140K 0.11% 107
2022
Q2 		$998K Hold
32,091
– – 0.13% 107
2022
Q1 		$1.32M Sell
32,091
-641
-2% -$28.9K 0.15% 101
2021
Q4 		$1.46M Sell
32,732
-924
-3% -$42.1K 0.16% 100
2021
Q3 		$1.43M Sell
33,656
-987
-3% -$39.8K 0.17% 97
2021
Q2 		$1.43M Buy
34,643
+9,025
+35% +$370K 0.17% 97
2021
Q1 		$991K Sell
25,618
-1,037
-4% -$35.8K 0.15% 97
2020
Q4 		$807K Sell
26,655
-2,023
-7% -$54.2K 0.12% 103
2020
Q3 		$690K Sell
28,678
-1,615
-5% -$40.2K 0.12% 109
2020
Q2 		$719K Sell
30,293
-975
-3% -$23K 0.13% 102
2020
Q1 		$659K Buy
31,268
+600
+2% +$18K 0.14% 91
2019
Q4 		$1.08M Sell
30,668
-703
-2% -$22.7K 0.2% 68
2019
Q3 		$915K Sell
31,371
-3,749
-11% -$108K 0.17% 70
2019
Q2 		$1.02M Sell
35,120
-6,848
-16% -$197K 0.2% 65
2019
Q1 		$1.16M Sell
41,968
-300
-0.7% -$8.48K 0.24% 62
2018
Q4 		$1.04M Buy
+42,268
New +$1.15M 0.23% 67

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brandywine Oak Private Wealth's BAC Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its Bank of America (BAC) stake by 6.1% in Q3 2026, selling an estimated $38.7K and leaving 9,756 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #153.

Brandywine Oak Private Wealth first reported a position in BAC in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.46M in Q4 2021. 2,327 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Brandywine Oak Private Wealth held 9,756 shares of Bank of America worth $531K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 635 Bank of America shares in Q3 2026, an estimated $38.7K.
  • Bank of America made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #153 holding.
  • Brandywine Oak Private Wealth first reported a position in Bank of America in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's Bank of America position peaked at $1.46M in Q4 2021.
  • 2,327 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.