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David J. Yvars Group’s Bank of America BAC Stock Holding History

David J. Yvars 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 		$4.32M Sell
79,413
-4,647
-6% -$283K 1.99% 12
2026
Q2 		$4.79M Buy
84,060
+247
+0.3% +$13.1K 2.26% 11
2026
Q1 		$4.09M Buy
83,813
+2
+0% +$103 2.28% 10
2025
Q4 		$4.61M Sell
83,811
-1,170
-1% -$61.8K 2.45% 10
2025
Q3 		$4.38M Hold
84,981
– – 2.35% 11
2025
Q2 		$4.02M Hold
84,981
– – 2.36% 11
2025
Q1 		$3.55M Hold
84,981
– – 2.79% 9
2024
Q4 		$3.73M Buy
84,981
+161
+0.2% +$7.08K 2.28% 13
2024
Q3 		$3.37M Sell
84,820
-17,319
-17% -$694K 2.08% 14
2024
Q2 		$4.06M Buy
102,139
+129
+0.1% +$4.94K 2.54% 13
2024
Q1 		$3.87M Sell
102,010
-3,355
-3% -$115K 2.61% 12
2023
Q4 		$3.55M Sell
105,365
-501
-0.5% -$14.6K 2.85% 11
2023
Q3 		$2.9M Buy
105,866
+123
+0.1% +$3.64K 2.42% 13
2023
Q2 		$3.03M Buy
105,743
+107
+0.1% +$3.05K 2.51% 12
2023
Q1 		$3.02M Sell
105,636
-1,042
-1% -$34.4K 2.73% 10
2022
Q4 		$3.53M Buy
106,678
+377
+0.4% +$13K 4.43% 8
2022
Q3 		$3.21M Buy
106,301
+98
+0.1% +$3.28K 3.57% 11
2022
Q2 		$3.35M Buy
106,203
+25
+0% +$900 4.56% 7
2022
Q1 		$4.38M Buy
106,178
+18
+0% +$812 3.05% 14
2021
Q4 		$4.72M Buy
106,160
+18
+0% +$820 2.92% 13
2021
Q3 		$4.57M Buy
106,142
+18
+0% +$725 2.67% 14
2021
Q2 		$4.38M Buy
106,124
+302
+0.3% +$12.4K 2.46% 15
2021
Q1 		$4.09M Buy
105,822
+2,530
+2% +$87.3K 2.61% 14
2020
Q4 		$3.13M Buy
+103,292
New +$2.77M 2.12% 14

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

David J. Yvars Group's BAC Position: Q3 2026 in Review

David J. Yvars Group reduced its Bank of America (BAC) stake by 5.5% in Q3 2026, selling an estimated $283K and leaving 79,413 shares worth $4.32M. The position accounts for 1.99% of the portfolio, ranked #12.

David J. Yvars Group first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.79M in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • David J. Yvars Group held 79,413 shares of Bank of America worth $4.32M as of Q3 2026.
  • David J. Yvars Group sold 4,647 Bank of America shares in Q3 2026, an estimated $283K.
  • Bank of America made up 1.99% of David J. Yvars Group's portfolio in Q3 2026, its #12 holding.
  • David J. Yvars Group first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's Bank of America position peaked at $4.79M in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.