Catalyst Private Wealth
BAC icon

Catalyst Private Wealth’s Bank of America BAC Stock Holding History

Catalyst 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 		$388K Buy
+7,129
New +$434K 0.16% 65
2020
Q4 		– Sell
-1,500
Closed -$36K – 72
2020
Q3 		$36K Buy
+1,500
New +$37.3K 0.04% 134

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Catalyst Private Wealth's BAC Position: Q3 2026 in Review

Catalyst Private Wealth opened a new position in Bank of America (BAC) in Q3 2026: 7,129 shares worth $388K. The stake represents 0.16% of the portfolio and ranks #65 among its holdings. This is a return to the name: Catalyst Private Wealth previously reported a position in BAC as recently as Q3 2020.

Catalyst Private Wealth first reported a position in BAC in Q3 2020 and has held it in 2 quarters since. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Catalyst Private Wealth held 7,129 shares of Bank of America worth $388K as of Q3 2026.
  • Bank of America was a new Catalyst Private Wealth position in Q3 2026.
  • Bank of America made up 0.16% of Catalyst Private Wealth's portfolio in Q3 2026, its #65 holding.
  • Catalyst Private Wealth first reported a position in Bank of America in Q3 2020 and has held it in 2 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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