Carter Financial Group
BAC icon

Carter Financial Group’s Bank of America BAC Stock Holding History

Carter Financial Group’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 		$330K Buy
6,069
+195
+3% +$11.9K 0.17% 96
2026
Q2 		$335K Sell
5,874
-239
-4% -$12.7K 0.17% 92
2026
Q1 		$298K Sell
6,113
-179
-3% -$9.24K 0.18% 90
2025
Q4 		$346K Sell
6,292
-633
-9% -$33.5K 0.21% 84
2025
Q3 		$357K Sell
6,925
-49
-0.7% -$2.39K 0.22% 77
2025
Q2 		$330K Buy
+6,974
New +$293K 0.22% 73
2022
Q1 		$252K Buy
+6,113
New +$276K 0.34% 42

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Carter Financial Group's BAC Position: Q3 2026 in Review

Carter Financial Group increased its Bank of America (BAC) stake by 3.3% in Q3 2026, buying an estimated $11.9K and bringing the position to 6,069 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #96.

Carter Financial Group first reported a position in BAC in Q1 2022 and has held it in 7 quarters since. The position peaked at $357K in Q3 2025. 2,160 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Carter Financial Group held 6,069 shares of Bank of America worth $330K as of Q3 2026.
  • Carter Financial Group bought 195 Bank of America shares in Q3 2026, an estimated $11.9K.
  • Bank of America made up 0.17% of Carter Financial Group's portfolio in Q3 2026, its #96 holding.
  • Carter Financial Group first reported a position in Bank of America in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's Bank of America position peaked at $357K in Q3 2025.
  • 2,160 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.