Elite Life Management
BAC icon

Elite Life Management’s Bank of America BAC Stock Holding History

Elite Life 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 		– Sell
-3,635
Closed -$230K – 58
2026
Q2 		$230K Buy
+3,635
New +$193K 0.27% 51
2026
Q1 		– Sell
-3,616
Closed -$204K – 58
2025
Q4 		$204K Buy
+3,616
New +$191K 0.33% 53

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Elite Life Management's BAC Position: Q3 2026 in Review

Elite Life Management sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,635 shares — an estimated $230K sold.

Elite Life Management first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Elite Life Management reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Elite Life Management sold 3,635 Bank of America shares in Q3 2026, an estimated $230K.
  • Elite Life Management first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Elite Life Management's Bank of America position peaked at $230K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Elite Life Management's 13F filing for Q3 2026, filed 6 Nov 2026.