Davis Rea
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Davis Rea’s Bank of America BAC Stock Holding History

Davis Rea’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
2025
Q3 		– Sell
-2,242
Closed -$31.4K – 61
2025
Q2 		$31.4K Buy
+2,242
New +$94.3K 0.01% 56

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Davis Rea's BAC Position: Q3 2026 in Review

Davis Rea increased its Bank of America (BAC) stake by 20% in Q3 2026, buying an estimated $3.05M and bringing the position to 298,371 shares worth $16.2M. The position accounts for 4.28% of the portfolio, ranked #8.

Davis Rea first reported a position in BAC in Q4 2018 and has held it in 32 quarters since. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Davis Rea held 298,371 shares of Bank of America worth $16.2M as of Q3 2026.
  • Davis Rea bought 50,000 Bank of America shares in Q3 2026, an estimated $3.05M.
  • Bank of America made up 4.28% of Davis Rea's portfolio in Q3 2026, its #8 holding.
  • Davis Rea first reported a position in Bank of America in Q4 2018 and has held it in 32 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.