Cove Private Wealth’s Bank of America BAC Stock Holding History

Cove Private Wealth’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	$346K	Buy	6,354 +28	+0.4%	+$1.71K	0.06%	171
2026 Q2	$360K	Buy	6,326 +152	+2%	+$8.08K	0.07%	169
2026 Q1	$301K	Buy	6,174 +45	+0.7%	+$2.32K	0.07%	154
2025 Q4	$337K	Sell	6,129 -6,000	-49%	-$317K	0.1%	130
2025 Q3	$626K	Hold	12,129	–	–	0.2%	95
2025 Q2	$574K	Buy	12,129 +5,263	+77%	+$221K	0.2%	95
2025 Q1	$287K	Buy	6,866 +243	+4%	+$10.8K	0.15%	108
2024 Q4	$291K	Buy	6,623 +548	+9%	+$24.1K	0.17%	92
2024 Q3	$241K	Hold	6,075	–	–	0.19%	73
2024 Q2	$242K	Hold	6,075	–	–	0.19%	74
2024 Q1	$230K	Hold	6,075	–	–	0.2%	73
2023 Q4	$205K	Buy	+6,075	New	+$177K	0.19%	75

Other funds holding BAC

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cove Private Wealth's BAC Position: Q3 2026 in Review

Cove Private Wealth increased its Bank of America (BAC) stake by 0.44% in Q3 2026, buying an estimated $1.71K and bringing the position to 6,354 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #171.

Cove Private Wealth first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $626K in Q3 2025. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Cove Private Wealth held 6,354 shares of Bank of America worth $346K as of Q3 2026.
Cove Private Wealth bought 28 Bank of America shares in Q3 2026, an estimated $1.71K.
Bank of America made up 0.06% of Cove Private Wealth's portfolio in Q3 2026, its #171 holding.
Cove Private Wealth first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's Bank of America position peaked at $626K in Q3 2025.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.