DiNuzzo Private Wealth’s Bank of America BAC Stock Holding History

DiNuzzo Private Wealth’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	$111K	Sell	2,043 -38	-2%	-$2.32K	0.01%	108
2026 Q2	$119K	Buy	2,081 +1	+0%	+$53	0.01%	98
2026 Q1	$101K	Sell	2,080 -103	-5%	-$5.32K	0.01%	103
2025 Q4	$120K	Sell	2,183 -34	-2%	-$1.8K	0.01%	95
2025 Q3	$112K	Hold	2,217	–	–	0.01%	95
2025 Q2	$105K	Sell	2,217 -132	-6%	-$5.55K	0.01%	98
2025 Q1	$98K	Sell	2,349 -86	-4%	-$3.83K	0.01%	102
2024 Q4	$107K	Sell	2,435 -595	-20%	-$26.2K	0.01%	93
2024 Q3	$120K	Buy	3,030 +9	+0.3%	+$361	0.01%	92
2024 Q2	$120K	Buy	3,021 +64	+2%	+$2.45K	0.02%	63
2024 Q1	$112K	Sell	2,957 -150	-5%	-$5.15K	0.02%	62
2023 Q4	$105K	Buy	+3,107	New	+$90.5K	0.01%	60

Other funds holding BAC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

DiNuzzo Private Wealth's BAC Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Bank of America (BAC) stake by 1.8% in Q3 2026, selling an estimated $2.32K and leaving 2,043 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #108.

DiNuzzo Private Wealth first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $120K in Q3 2024. 1,306 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

DiNuzzo Private Wealth held 2,043 shares of Bank of America worth $111K as of Q3 2026.
DiNuzzo Private Wealth sold 38 Bank of America shares in Q3 2026, an estimated $2.32K.
Bank of America made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #108 holding.
DiNuzzo Private Wealth first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Bank of America position peaked at $120K in Q3 2024.
1,306 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.