Eclectic Associates’s Bank of America BAC Stock Holding History

Eclectic Associates’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	$211K	Sell	3,870 -564	-13%	-$34.4K	0.02%	152
2026 Q2	$253K	Sell	4,434 -403	-8%	-$21.4K	0.03%	142
2026 Q1	$236K	Buy	4,837 +1	+0%	+$52	0.03%	142
2025 Q4	$266K	Sell	4,836 -17	-0.4%	-$899	0.04%	124
2025 Q3	$250K	Buy	4,853 +18	+0.4%	+$878	0.05%	113
2025 Q2	$229K	Hold	4,835	–	–	0.05%	116
2025 Q1	$202K	Buy	4,835 +265	+6%	+$11.8K	0.05%	116
2024 Q4	$201K	Buy	+4,570	New	+$201K	0.06%	115
2024 Q2	–	Sell	-5,307	Closed	-$201K	–	91
2024 Q1	$201K	Buy	+5,307	New	+$182K	0.09%	86
2022 Q1	–	Sell	-4,530	Closed	-$202K	–	75
2021 Q4	$202K	Buy	+4,530	New	+$206K	0.13%	75

Other funds holding BAC

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

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

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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Eclectic Associates's BAC Position: Q3 2026 in Review

Eclectic Associates reduced its Bank of America (BAC) stake by 13% in Q3 2026, selling an estimated $34.4K and leaving 3,870 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #152.

Eclectic Associates first reported a position in BAC in Q4 2021 and has held it in 10 quarters since. The position peaked at $266K in Q4 2025. 995 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Eclectic Associates held 3,870 shares of Bank of America worth $211K as of Q3 2026.
Eclectic Associates sold 564 Bank of America shares in Q3 2026, an estimated $34.4K.
Bank of America made up 0.02% of Eclectic Associates's portfolio in Q3 2026, its #152 holding.
Eclectic Associates first reported a position in Bank of America in Q4 2021 and has held it in 10 quarters since.
Eclectic Associates's Bank of America position peaked at $266K in Q4 2025.
995 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.