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DDFG Inc’s Bank of America BAC Stock Holding History

DDFG Inc’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 		$381K Sell
7,000
-496
-7% -$30.2K 0.08% 66
2026
Q2 		$427K Sell
7,496
-1,075
-13% -$57.2K 0.08% 63
2026
Q1 		$418K Buy
8,571
+11
+0.1% +$568 0.09% 58
2025
Q4 		$471K Buy
8,560
+3
+0% +$159 0.1% 55
2025
Q3 		$441K Buy
8,557
+757
+10% +$36.9K 0.1% 57
2025
Q2 		$369K Sell
7,800
-382
-5% -$16.1K 0.09% 56
2025
Q1 		$341K Sell
8,182
-199
-2% -$8.87K 0.09% 56
2024
Q4 		$368K Hold
8,381
– – 0.11% 56
2024
Q3 		$333K Sell
8,381
-249
-3% -$10K 0.1% 60
2024
Q2 		$343K Buy
8,630
+1,002
+13% +$38.4K 0.11% 61
2024
Q1 		$289K Sell
7,628
-183
-2% -$6.28K 0.09% 61
2023
Q4 		$263K Buy
7,811
+187
+2% +$5.44K 0.09% 62
2023
Q3 		$209K Sell
7,624
-162
-2% -$4.79K 0.08% 66
2023
Q2 		$223K Buy
7,786
+3
+0% +$86 0.08% 65
2023
Q1 		$223K Buy
7,783
+2
+0% +$66 0.09% 67
2022
Q4 		$258K Buy
+7,781
New +$268K 0.11% 57

Other funds holding BAC

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

DDFG Inc's BAC Position: Q3 2026 in Review

DDFG Inc reduced its Bank of America (BAC) stake by 6.6% in Q3 2026, selling an estimated $30.2K and leaving 7,000 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #66.

DDFG Inc first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $471K in Q4 2025. 1,662 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • DDFG Inc held 7,000 shares of Bank of America worth $381K as of Q3 2026.
  • DDFG Inc sold 496 Bank of America shares in Q3 2026, an estimated $30.2K.
  • Bank of America made up 0.08% of DDFG Inc's portfolio in Q3 2026, its #66 holding.
  • DDFG Inc first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's Bank of America position peaked at $471K in Q4 2025.
  • 1,662 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.