Doliver Advisors’s Bank of America BAC Stock Holding History

Doliver Advisors’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	$845K	Sell	15,533 -100	-0.6%	-$6.09K	0.18%	79
2026 Q2	$891K	Buy	15,633 +137	+0.9%	+$7.29K	0.2%	81
2026 Q1	$755K	Buy	15,496 +220	+1%	+$11.4K	0.17%	93
2025 Q4	$840K	Buy	15,276 +2,640	+21%	+$140K	0.21%	84
2025 Q3	$652K	Sell	12,636 -515	-4%	-$25.1K	0.17%	101
2025 Q2	$622K	Buy	+13,151	New	+$553K	0.17%	96
2021 Q1	–	Sell	-7,693	Closed	-$233K	–	135
2020 Q4	$233K	Buy	+7,693	New	+$206K	0.1%	116

Other funds holding BAC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

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

Doliver Advisors's BAC Position: Q3 2026 in Review

Doliver Advisors reduced its Bank of America (BAC) stake by 0.64% in Q3 2026, selling an estimated $6.09K and leaving 15,533 shares worth $845K. The position accounts for 0.18% of the portfolio, ranked #79.

Doliver Advisors first reported a position in BAC in Q4 2020 and has held it in 7 quarters since. The position peaked at $891K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Doliver Advisors held 15,533 shares of Bank of America worth $845K as of Q3 2026.
Doliver Advisors sold 100 Bank of America shares in Q3 2026, an estimated $6.09K.
Bank of America made up 0.18% of Doliver Advisors's portfolio in Q3 2026, its #79 holding.
Doliver Advisors first reported a position in Bank of America in Q4 2020 and has held it in 7 quarters since.
Doliver Advisors's Bank of America position peaked at $891K in Q2 2026.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.