Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Bank of America BAC Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-14,500
Closed -$3K – 571
2019
Q3 		$3K Buy
+14,500
New +$417K ﹤0.01% 528

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Fjarde Ap-fonden
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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
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PensionDanmark
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Dynamic Advisor Solutions's BAC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Bank of America (BAC) stake by 9.9% in Q3 2026, selling an estimated $607K and leaving 91,189 shares worth $4.96M. The position accounts for 0.14% of the portfolio, ranked #159.

Dynamic Advisor Solutions first reported a position in BAC in Q1 2018 and has held it in 35 quarters since. The position peaked at $5.76M in Q2 2026. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Dynamic Advisor Solutions held 91,189 shares of Bank of America worth $4.96M as of Q3 2026.
  • Dynamic Advisor Solutions sold 9,969 Bank of America shares in Q3 2026, an estimated $607K.
  • Bank of America made up 0.14% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #159 holding.
  • Dynamic Advisor Solutions first reported a position in Bank of America in Q1 2018 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's Bank of America position peaked at $5.76M in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.