Decker Retirement Planning
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Decker Retirement Planning’s Bank of America BAC Stock Holding History

Decker Retirement Planning’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 		– Sell
-137
Closed -$7.83K – 376
2026
Q2 		$7.83K Hold
137
– – ﹤0.01% 241
2026
Q1 		$6.7K Hold
137
– – ﹤0.01% 191
2025
Q4 		$7.56K Hold
137
– – ﹤0.01% 174
2025
Q3 		$7.09K Buy
+137
New +$6.68K ﹤0.01% 170
2025
Q1 		– Sell
-8,255
Closed -$363K – 253
2024
Q4 		$363K Buy
+8,255
New +$363K 0.21% 44

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Decker Retirement Planning's BAC Position: Q3 2026 in Review

Decker Retirement Planning sold out of Bank of America (BAC) in Q3 2026, closing a stake of 137 shares — an estimated $7.83K sold.

Decker Retirement Planning first reported a position in BAC in Q4 2024 and held it in 5 quarters. The position peaked at $363K in Q4 2024. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Decker Retirement Planning reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 137 Bank of America shares in Q3 2026, an estimated $7.83K.
  • Decker Retirement Planning first reported a position in Bank of America in Q4 2024 and held it in 5 quarters.
  • Decker Retirement Planning's Bank of America position peaked at $363K in Q4 2024.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.