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Colton Groome Financial Advisors’s Bank of America BAC Stock Holding History

Colton Groome Financial 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 		$299K Sell
5,488
-434
-7% -$26.4K 0.07% 124
2026
Q2 		$337K Buy
+5,922
New +$315K 0.08% 121

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Colton Groome Financial Advisors's BAC Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Bank of America (BAC) stake by 7.3% in Q3 2026, selling an estimated $26.4K and leaving 5,488 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #124.

Colton Groome Financial Advisors first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $337K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Colton Groome Financial Advisors held 5,488 shares of Bank of America worth $299K as of Q3 2026.
  • Colton Groome Financial Advisors sold 434 Bank of America shares in Q3 2026, an estimated $26.4K.
  • Bank of America made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #124 holding.
  • Colton Groome Financial Advisors first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's Bank of America position peaked at $337K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.