Commonwealth Financial Services
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Commonwealth Financial Services’s Bank of America BAC Stock Holding History

Commonwealth Financial Services’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 		$310K Sell
5,703
-495
-8% -$30.2K 0.06% 174
2026
Q2 		$353K Buy
6,198
+1,124
+22% +$59.8K 0.05% 191
2026
Q1 		$247K Buy
5,074
+794
+19% +$41K 0.04% 215
2025
Q4 		$235K Buy
+4,280
New +$226K 0.04% 199

Other funds holding BAC

Parnassus Investments
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AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 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

Commonwealth Financial Services's BAC Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Bank of America (BAC) stake by 8% in Q3 2026, selling an estimated $30.2K and leaving 5,703 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #174.

Commonwealth Financial Services first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $353K in Q2 2026. 1,000 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Commonwealth Financial Services held 5,703 shares of Bank of America worth $310K as of Q3 2026.
  • Commonwealth Financial Services sold 495 Bank of America shares in Q3 2026, an estimated $30.2K.
  • Bank of America made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #174 holding.
  • Commonwealth Financial Services first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • Commonwealth Financial Services's Bank of America position peaked at $353K in Q2 2026.
  • 1,000 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.