DBFM
BAC icon

Dickmeyer Boyce Financial Management’s Bank of America BAC Stock Holding History

Dickmeyer Boyce Financial Management’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 		$537K Buy
9,868
+13
+0.1% +$792 0.27% 81
2026
Q2 		$562K Buy
9,855
+14
+0.1% +$745 0.29% 79
2026
Q1 		$480K Buy
+9,841
New +$508K 0.28% 79

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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Dickmeyer Boyce Financial Management's BAC Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Bank of America (BAC) stake by 0.13% in Q3 2026, buying an estimated $792 and bringing the position to 9,868 shares worth $537K. The position accounts for 0.27% of the portfolio, ranked #81.

Dickmeyer Boyce Financial Management first reported a position in BAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $562K in Q2 2026. 120 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 9,868 shares of Bank of America worth $537K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 13 Bank of America shares in Q3 2026, an estimated $792.
  • Bank of America made up 0.27% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #81 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Bank of America in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Bank of America position peaked at $562K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.