Brucke Financial’s Bank of America BAC Stock Holding History

Brucke Financial’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	$970K	Sell	17,814 -3,317	-16%	-$202K	0.41%	48
2026 Q2	$1.2M	Sell	21,131 -4,779	-18%	-$254K	0.54%	35
2026 Q1	$1.26M	Buy	25,910 +4,534	+21%	+$234K	0.64%	30
2025 Q4	$1.18M	Buy	21,376 +619	+3%	+$32.7K	0.64%	33
2025 Q3	$1.11M	Buy	20,757 +1,891	+10%	+$92.3K	0.65%	31
2025 Q2	$893K	Buy	18,866 +1,032	+6%	+$43.4K	0.62%	32
2025 Q1	$711K	Buy	17,834 +4,592	+35%	+$205K	0.62%	37
2024 Q4	$613K	Buy	+13,242	New	+$583K	0.53%	49

Other funds holding BAC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

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

Brucke Financial's BAC Position: Q3 2026 in Review

Brucke Financial reduced its Bank of America (BAC) stake by 16% in Q3 2026, selling an estimated $202K and leaving 17,814 shares worth $970K. The position accounts for 0.41% of the portfolio, ranked #48.

Brucke Financial first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Brucke Financial held 17,814 shares of Bank of America worth $970K as of Q3 2026.
Brucke Financial sold 3,317 Bank of America shares in Q3 2026, an estimated $202K.
Bank of America made up 0.41% of Brucke Financial's portfolio in Q3 2026, its #48 holding.
Brucke Financial first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's Bank of America position peaked at $1.26M in Q1 2026.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.