Financial Freedom LLC
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Financial Freedom LLC’s Bank of America BAC Stock Holding History

Financial Freedom LLC’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 		$66.4K Buy
+1,219
New +$74.3K 0.03% 157
2026
Q2 		– Sell
-1,401
Closed -$68.3K – 127
2026
Q1 		$68.3K Buy
1,401
+4
+0.3% +$206 0.03% 156
2025
Q4 		$76.8K Buy
1,397
+3
+0.2% +$159 0.04% 153
2025
Q3 		$71.9K Buy
1,394
+5
+0.4% +$244 0.04% 156
2025
Q2 		$65.8K Buy
1,389
+4
+0.3% +$168 0.04% 159
2025
Q1 		$57.8K Buy
1,385
+6
+0.4% +$267 0.03% 163
2024
Q4 		$60.6K Buy
1,379
+6
+0.4% +$264 0.03% 158
2024
Q3 		$54.5K Buy
1,373
+6
+0.4% +$240 0.03% 158
2024
Q2 		$54.4K Buy
1,367
+696
+104% +$26.7K 0.03% 161
2024
Q1 		$25.4K Hold
671
– – 0.02% 202
2023
Q4 		$22.6K Buy
671
+4
+0.6% +$116 0.01% 210
2023
Q3 		$18.3K Buy
667
+4
+0.6% +$118 0.01% 232
2023
Q2 		$19K Buy
663
+4
+0.6% +$114 0.01% 222
2023
Q1 		$18.8K Sell
659
-24
-4% -$792 0.01% 216
2022
Q4 		$22.6K Buy
+683
New +$23.5K 0.02% 202

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

Financial Freedom LLC's BAC Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in Bank of America (BAC) in Q3 2026: 1,219 shares worth $66.4K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in BAC as recently as Q1 2026.

Financial Freedom LLC first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $76.8K in Q4 2025. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Financial Freedom LLC held 1,219 shares of Bank of America worth $66.4K as of Q3 2026.
  • Bank of America was a new Financial Freedom LLC position in Q3 2026.
  • Bank of America made up 0.03% of Financial Freedom LLC's portfolio in Q3 2026, its #157 holding.
  • Financial Freedom LLC first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Bank of America position peaked at $76.8K in Q4 2025.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.