Centurion Wealth Management
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Centurion Wealth Management’s Bank of America BAC Stock Holding History

Centurion Wealth Management’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 		$445K Sell
8,182
-967
-11% -$58.9K 0.11% 164
2026
Q2 		$521K Sell
9,149
-2,714
-23% -$144K 0.12% 154
2026
Q1 		$578K Sell
11,863
-33
-0.3% -$1.7K 0.13% 142
2025
Q4 		$654K Buy
11,896
+33
+0.3% +$1.74K 0.14% 123
2025
Q3 		$612K Buy
11,863
+2,001
+20% +$97.6K 0.14% 130
2025
Q2 		$467K Buy
9,862
+225
+2% +$9.47K 0.13% 128
2025
Q1 		$424K Hold
9,637
– – 0.13% 120
2024
Q4 		$424K Buy
9,637
+142
+1% +$6.25K 0.13% 120
2024
Q3 		$377K Buy
+9,495
New +$381K 0.12% 126
2024
Q1 		$358K Buy
+9,444
New +$324K 0.14% 109

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Centurion Wealth Management's BAC Position: Q3 2026 in Review

Centurion Wealth Management reduced its Bank of America (BAC) stake by 11% in Q3 2026, selling an estimated $58.9K and leaving 8,182 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #164.

Centurion Wealth Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $654K in Q4 2025. 815 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Centurion Wealth Management held 8,182 shares of Bank of America worth $445K as of Q3 2026.
  • Centurion Wealth Management sold 967 Bank of America shares in Q3 2026, an estimated $58.9K.
  • Bank of America made up 0.11% of Centurion Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Centurion Wealth Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • Centurion Wealth Management's Bank of America position peaked at $654K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.