Covestor
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Covestor’s Bank of America BAC Stock Holding History

Covestor’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 		$78K Buy
1,427
+6
+0.4% +$366 0.05% 493
2026
Q2 		$81K Sell
1,421
-314
-18% -$16.7K 0.05% 486
2026
Q1 		$85K Sell
1,735
-900
-34% -$46.4K 0.06% 367
2025
Q4 		$145K Sell
2,635
-318
-11% -$16.8K 0.08% 360
2025
Q3 		$152K Sell
2,953
-142
-5% -$6.93K 0.08% 329
2025
Q2 		$146K Sell
3,095
-32
-1% -$1.35K 0.09% 330
2025
Q1 		$131K Buy
3,127
+147
+5% +$6.55K 0.09% 327
2024
Q4 		$131K Buy
2,980
+591
+25% +$26K 0.08% 355
2024
Q3 		$95K Sell
2,389
-74
-3% -$2.97K 0.06% 546
2024
Q2 		$98K Sell
2,463
-749
-23% -$28.7K 0.06% 494
2024
Q1 		$122K Sell
3,212
-3,040
-49% -$104K 0.08% 394
2023
Q4 		$211K Buy
6,252
+2,119
+51% +$61.7K 0.14% 119
2023
Q3 		$114K Buy
4,133
+428
+12% +$12.7K 0.09% 340
2023
Q2 		$107K Buy
3,705
+348
+10% +$9.9K 0.08% 395
2023
Q1 		$96K Sell
3,357
-2,633
-44% -$86.9K 0.08% 389
2022
Q4 		$199K Buy
+5,990
New +$206K 0.16% 116
2022
Q3 		– Sell
-4,297
Closed -$133K – 1979
2022
Q2 		$133K Buy
4,297
+1,215
+39% +$43.7K 0.11% 250
2022
Q1 		$127K Buy
3,082
+1,215
+65% +$54.8K 0.08% 361
2021
Q4 		$83K Buy
+1,867
New +$85.1K 0.12% 244

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Covestor's BAC Position: Q3 2026 in Review

Covestor increased its Bank of America (BAC) stake by 0.42% in Q3 2026, buying an estimated $366 and bringing the position to 1,427 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #493.

Covestor first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $211K in Q4 2023. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Covestor held 1,427 shares of Bank of America worth $78K as of Q3 2026.
  • Covestor bought 6 Bank of America shares in Q3 2026, an estimated $366.
  • Bank of America made up 0.05% of Covestor's portfolio in Q3 2026, its #493 holding.
  • Covestor first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Bank of America position peaked at $211K in Q4 2023.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.