Financial Council
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Financial Council’s Bank of America BAC Stock Holding History

Financial Council’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 		$585K Buy
10,745
+6
+0.1% +$366 0.18% 53
2026
Q2 		$612K Buy
10,739
+5
+0% +$266 0.2% 53
2026
Q1 		$523K Buy
10,734
+6
+0.1% +$310 0.2% 49
2025
Q4 		$590K Sell
10,728
-73
-0.7% -$3.86K 0.24% 44
2025
Q3 		$557K Buy
10,801
+83
+0.8% +$4.05K 0.25% 45
2025
Q2 		$507K Buy
10,718
+6
+0.1% +$252 0.24% 46
2025
Q1 		$447K Buy
10,712
+6
+0.1% +$267 0.24% 46
2024
Q4 		$471K Buy
10,706
+685
+7% +$30.1K 0.24% 44
2024
Q3 		$398K Buy
10,021
+7
+0.1% +$281 0.21% 51
2024
Q2 		$398K Sell
10,014
-159
-2% -$6.09K 0.22% 48
2024
Q1 		$386K Buy
10,173
+6
+0.1% +$206 0.23% 49
2023
Q4 		$342K Sell
10,167
-653
-6% -$19K 0.23% 51
2023
Q3 		$296K Buy
10,820
+8
+0.1% +$237 0.24% 50
2023
Q2 		$310K Buy
10,812
+7
+0.1% +$200 0.24% 46
2023
Q1 		$309K Buy
10,805
+7
+0.1% +$231 0.25% 45
2022
Q4 		$358K Buy
10,798
+7
+0.1% +$241 0.22% 43
2022
Q3 		$326K Buy
+10,791
New +$361K 0.38% 38

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Financial Council's BAC Position: Q3 2026 in Review

Financial Council increased its Bank of America (BAC) stake by 0.06% in Q3 2026, buying an estimated $366 and bringing the position to 10,745 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #53.

Financial Council first reported a position in BAC in Q3 2022 and has held it in 17 quarters since. The position peaked at $612K in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Financial Council held 10,745 shares of Bank of America worth $585K as of Q3 2026.
  • Financial Council bought 6 Bank of America shares in Q3 2026, an estimated $366.
  • Bank of America made up 0.18% of Financial Council's portfolio in Q3 2026, its #53 holding.
  • Financial Council first reported a position in Bank of America in Q3 2022 and has held it in 17 quarters since.
  • Financial Council's Bank of America position peaked at $612K in Q2 2026.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.