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Cooper Financial Group’s Bank of America BAC Stock Holding History

Cooper Financial 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 		$2.05M Buy
37,669
+11,337
+43% +$691K 0.16% 102
2026
Q2 		$1.5M Sell
26,332
-5,295
-17% -$282K 0.12% 124
2026
Q1 		$1.54M Sell
31,627
-4,738
-13% -$244K 0.16% 114
2025
Q4 		$2M Buy
36,365
+2,343
+7% +$124K 0.21% 84
2025
Q3 		$1.76M Sell
34,022
-1,536
-4% -$74.9K 0.19% 88
2025
Q2 		$1.68M Sell
35,558
-12,385
-26% -$521K 0.2% 90
2025
Q1 		$2M Buy
47,943
+3,502
+8% +$156K 0.26% 76
2024
Q4 		$1.95M Buy
44,441
+5,388
+14% +$237K 0.24% 81
2024
Q3 		$1.55M Buy
39,053
+19,742
+102% +$791K 0.2% 90
2024
Q2 		$768K Buy
19,311
+10,024
+108% +$384K 0.11% 163
2024
Q1 		$352K Buy
9,287
+2,038
+28% +$70K 0.06% 265
2023
Q4 		$244K Buy
+7,249
New +$211K 0.04% 308
2023
Q1 		– Sell
-6,306
Closed -$209K – 299
2022
Q4 		$209K Buy
+6,306
New +$217K 0.06% 275
2022
Q2 		– Sell
-5,842
Closed -$241K – 253
2022
Q1 		$241K Buy
5,842
+965
+20% +$43.5K 0.09% 211
2021
Q4 		$217K Sell
4,877
-7,318
-60% -$333K 0.08% 215
2021
Q3 		$518K Sell
12,195
-113
-0.9% -$4.55K 0.11% 127
2021
Q2 		$507K Buy
12,308
+44
+0.4% +$1.8K 0.1% 121
2021
Q1 		$475K Sell
12,264
-3,178
-21% -$110K 0.11% 127
2020
Q4 		$468K Buy
15,442
+2,767
+22% +$74.2K 0.1% 157
2020
Q3 		$305K Buy
12,675
+521
+4% +$13K 0.09% 151
2020
Q2 		$289K Sell
12,154
-1,347
-10% -$31.8K 0.09% 148
2020
Q1 		$287K Buy
13,501
+3,055
+29% +$91.6K 0.12% 109
2019
Q4 		$368K Sell
10,446
-43
-0.4% -$1.39K 0.15% 89
2019
Q3 		$306K Sell
10,489
-137
-1% -$3.94K 0.14% 95
2019
Q2 		$308K Buy
10,626
+606
+6% +$17.5K 0.15% 90
2019
Q1 		$276K Sell
10,020
-850
-8% -$24K 0.15% 83
2018
Q4 		$268K Buy
+10,870
New +$295K 0.18% 79

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

Cooper Financial Group's BAC Position: Q3 2026 in Review

Cooper Financial Group increased its Bank of America (BAC) stake by 43% in Q3 2026, buying an estimated $691K and bringing the position to 37,669 shares worth $2.05M. The position accounts for 0.16% of the portfolio, ranked #102.

Cooper Financial Group first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Cooper Financial Group held 37,669 shares of Bank of America worth $2.05M as of Q3 2026.
  • Cooper Financial Group bought 11,337 Bank of America shares in Q3 2026, an estimated $691K.
  • Bank of America made up 0.16% of Cooper Financial Group's portfolio in Q3 2026, its #102 holding.
  • Cooper Financial Group first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.