CWAG
BAC icon

Compton Wealth Advisory Group’s Bank of America BAC Stock Holding History

Compton Wealth Advisory Group’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 		$3.03M Buy
56,348
+1,488
+3% +$90.7K 0.62% 31
2026
Q2 		$3.2M Sell
54,860
-23
-0% -$1.22K 0.65% 33
2026
Q1 		$2.7M Sell
54,883
-1,996
-4% -$103K 0.6% 33
2025
Q4 		$3.13M Buy
56,879
+2
+0% +$106 0.68% 30
2025
Q3 		$2.93M Sell
56,877
-883
-2% -$43.1K 0.68% 31
2025
Q2 		$2.73M Sell
57,760
-2,085
-3% -$87.7K 0.69% 30
2025
Q1 		$2.5M Sell
59,845
-2,558
-4% -$114K 0.69% 30
2024
Q4 		$2.74M Sell
62,403
-2,063
-3% -$90.8K 0.71% 31
2024
Q3 		$2.56M Sell
64,466
-6,287
-9% -$252K 0.65% 34
2024
Q2 		$2.81M Sell
70,753
-396
-0.6% -$15.2K 0.75% 29
2024
Q1 		$2.7M Buy
71,149
+403
+0.6% +$13.8K 0.74% 28
2023
Q4 		$2.38M Buy
70,746
+5,279
+8% +$154K 0.75% 27
2023
Q3 		$1.79M Buy
65,467
+2,092
+3% +$61.9K 0.62% 32
2023
Q2 		$1.82M Sell
63,375
-1,718
-3% -$49K 0.61% 33
2023
Q1 		$1.86M Sell
65,093
-1,666
-2% -$55K 0.64% 32
2022
Q4 		$2.21M Sell
66,759
-4,015
-6% -$138K 0.86% 28
2022
Q3 		$2.14M Sell
70,774
-2,124
-3% -$71K 0.91% 24
2022
Q2 		$2.27M Sell
72,898
-2,616
-3% -$94.2K 0.98% 23
2022
Q1 		$3.11M Buy
75,514
+20,885
+38% +$942K 1.2% 21
2021
Q4 		$2.43M Buy
54,629
+104
+0.2% +$4.74K 1.04% 25
2021
Q3 		$2.32M Sell
54,525
-935
-2% -$37.7K 1.09% 24
2021
Q2 		$2.29M Buy
55,460
+414
+0.8% +$17K 1.07% 25
2021
Q1 		$2.13M Buy
55,046
+229
+0.4% +$7.9K 1.22% 25
2020
Q4 		$1.66M Buy
54,817
+1,069
+2% +$28.7K 1.04% 27
2020
Q3 		$1.3M Buy
53,748
+87
+0.2% +$2.17K 0.97% 31
2020
Q2 		$1.27M Sell
53,661
-4,664
-8% -$110K 1.36% 22
2020
Q1 		$1.24M Sell
58,325
-2,673
-4% -$80.1K 1.61% 20
2019
Q4 		$2.15M Sell
60,998
-784
-1% -$25.3K 1.9% 16
2019
Q3 		$1.8M Sell
61,782
-2,736
-4% -$78.7K 0.99% 18
2019
Q2 		$1.87M Buy
64,518
+4
+0% +$115 0.96% 19
2019
Q1 		$1.78M Hold
64,514
– – 0.94% 15
2018
Q4 		$1.59M Buy
+64,514
New +$1.75M 0.82% 17

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Compton Wealth Advisory Group's BAC Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Bank of America (BAC) stake by 2.7% in Q3 2026, buying an estimated $90.7K and bringing the position to 56,348 shares worth $3.03M. The position accounts for 0.62% of the portfolio, ranked #31.

Compton Wealth Advisory Group first reported a position in BAC in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.2M in Q2 2026. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Compton Wealth Advisory Group held 56,348 shares of Bank of America worth $3.03M as of Q3 2026.
  • Compton Wealth Advisory Group bought 1,488 Bank of America shares in Q3 2026, an estimated $90.7K.
  • Bank of America made up 0.62% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #31 holding.
  • Compton Wealth Advisory Group first reported a position in Bank of America in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's Bank of America position peaked at $3.2M in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.