Central Valley Advisors’s Bank of America BAC Stock Holding History

Central Valley Advisors’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	$1.63M	Sell	29,864 -3,000	-9%	-$183K	0.44%	61
2026 Q2	$1.87M	Sell	32,864 -2,263	-6%	-$120K	0.48%	61
2026 Q1	$1.71M	Buy	35,127 +4,238	+14%	+$219K	0.47%	60
2025 Q4	$1.7M	Hold	30,889	–	–	0.51%	62
2025 Q3	$1.59M	Buy	30,889 +5,119	+20%	+$250K	0.49%	62
2025 Q2	$1.22M	Sell	25,770 -268	-1%	-$11.3K	0.42%	63
2025 Q1	$1.09M	Sell	26,038 -1,182	-4%	-$52.7K	0.41%	59
2024 Q4	$1.2M	Sell	27,220 -2,604	-9%	-$115K	0.54%	50
2024 Q3	$1.18M	Sell	29,824 -1,158	-4%	-$46.4K	0.67%	43
2024 Q2	$1.44M	Buy	30,982 +1,959	+7%	+$75.1K	0.61%	44
2024 Q1	$1.1M	Sell	29,023 -223	-0.8%	-$7.66K	0.57%	52
2023 Q4	$985K	Buy	+29,246	New	+$852K	0.58%	54

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

Central Valley Advisors's BAC Position: Q3 2026 in Review

Central Valley Advisors reduced its Bank of America (BAC) stake by 9.1% in Q3 2026, selling an estimated $183K and leaving 29,864 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #61.

Central Valley Advisors first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Central Valley Advisors held 29,864 shares of Bank of America worth $1.63M as of Q3 2026.
Central Valley Advisors sold 3,000 Bank of America shares in Q3 2026, an estimated $183K.
Bank of America made up 0.44% of Central Valley Advisors's portfolio in Q3 2026, its #61 holding.
Central Valley Advisors first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Bank of America position peaked at $1.87M in Q2 2026.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.