Consilium Wealth Advisory’s Bank of America BAC Stock Holding History

Consilium Wealth Advisory’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	$1.53M	Buy	28,087 +3,161	+13%	+$193K	0.45%	43
2026 Q2	$1.42M	Buy	24,926 +14,968	+150%	+$796K	0.42%	42
2026 Q1	$485K	Buy	9,958 +206	+2%	+$10.6K	0.17%	74
2025 Q4	$536K	Sell	9,752 -184	-2%	-$9.7K	0.2%	67
2025 Q3	$513K	Buy	9,936 +3	+0%	+$146	0.2%	66
2025 Q2	$470K	Hold	9,933	–	–	0.2%	68
2025 Q1	$415K	Buy	9,933 +300	+3%	+$13.4K	0.21%	70
2024 Q4	$423K	Hold	9,633	–	–	0.2%	66
2024 Q3	$382K	Hold	9,633	–	–	0.21%	64
2024 Q2	$383K	Hold	9,633	–	–	0.21%	61
2024 Q1	$365K	Hold	9,633	–	–	0.21%	65
2023 Q4	$324K	Hold	9,633	–	–	0.2%	70
2023 Q3	$264K	Hold	9,633	–	–	0.18%	73
2023 Q2	$276K	Hold	9,633	–	–	0.19%	70
2023 Q1	$276K	Hold	9,633	–	–	0.24%	66
2022 Q4	$319K	Hold	9,633	–	–	0.27%	62
2022 Q3	$291K	Sell	9,633 -1,600	-14%	-$53.5K	0.32%	56
2022 Q2	$350K	Sell	11,233 -500	-4%	-$18K	0.38%	58
2022 Q1	$484K	Hold	11,733	–	–	0.35%	58
2021 Q4	$522K	Buy	+11,733	New	+$535K	0.34%	60

Other funds holding BAC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Consilium Wealth Advisory's BAC Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Bank of America (BAC) stake by 13% in Q3 2026, buying an estimated $193K and bringing the position to 28,087 shares worth $1.53M. The position accounts for 0.45% of the portfolio, ranked #43.

Consilium Wealth Advisory first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. 1,919 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Consilium Wealth Advisory held 28,087 shares of Bank of America worth $1.53M as of Q3 2026.
Consilium Wealth Advisory bought 3,161 Bank of America shares in Q3 2026, an estimated $193K.
Bank of America made up 0.45% of Consilium Wealth Advisory's portfolio in Q3 2026, its #43 holding.
Consilium Wealth Advisory first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
1,919 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.