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Financial Management Network’s Bank of America BAC Stock Holding History

Financial Management Network’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 		$734K Sell
13,654
-1,162
-8% -$70.8K 0.11% 114
2026
Q2 		$908K Buy
14,816
+1,060
+8% +$56.4K 0.13% 99
2026
Q1 		$725K Buy
13,756
+9
+0.1% +$464 0.11% 104
2025
Q4 		$769K Sell
13,747
-146
-1% -$7.72K 0.12% 98
2025
Q3 		$700K Sell
13,893
-649
-4% -$31.7K 0.12% 100
2025
Q2 		$712K Buy
14,542
+296
+2% +$12.5K 0.13% 96
2025
Q1 		$507K Buy
14,246
+19
+0.1% +$847 0.11% 101
2024
Q4 		$637K Buy
14,227
+30
+0.2% +$1.32K 0.13% 93
2024
Q3 		$569K Sell
14,197
-48
-0.3% -$1.92K 0.12% 101
2024
Q2 		$576K Buy
14,245
+41
+0.3% +$1.57K 0.14% 94
2024
Q1 		$524K Sell
14,204
-423
-3% -$14.5K 0.13% 96
2023
Q4 		$504K Buy
14,627
+31
+0.2% +$903 0.15% 88
2023
Q3 		$379K Buy
14,596
+38
+0.3% +$1.12K 0.13% 104
2023
Q2 		$425K Sell
14,558
-481
-3% -$13.7K 0.15% 99
2023
Q1 		$421K Buy
15,039
+194
+1% +$6.4K 0.17% 91
2022
Q4 		$507K Buy
14,845
+21
+0.1% +$723 0.23% 82
2022
Q3 		$480K Buy
14,824
+34
+0.2% +$1.14K 0.24% 80
2022
Q2 		$467K Sell
14,790
-205
-1% -$7.38K 0.25% 78
2022
Q1 		$612K Sell
14,995
-65
-0.4% -$2.93K 0.31% 60
2021
Q4 		$723K Buy
15,060
+564
+4% +$25.7K 0.33% 62
2021
Q3 		$628K Sell
14,496
-260
-2% -$10.5K 0.32% 65
2021
Q2 		$607K Sell
14,756
-1,420
-9% -$58.2K 0.31% 66
2021
Q1 		$656K Buy
16,176
+4,933
+44% +$170K 0.34% 62
2020
Q4 		$364K Buy
+11,243
New +$301K 0.22% 82

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Management Network's BAC Position: Q3 2026 in Review

Financial Management Network reduced its Bank of America (BAC) stake by 7.8% in Q3 2026, selling an estimated $70.8K and leaving 13,654 shares worth $734K. The position accounts for 0.11% of the portfolio, ranked #114.

Financial Management Network first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $908K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Financial Management Network held 13,654 shares of Bank of America worth $734K as of Q3 2026.
  • Financial Management Network sold 1,162 Bank of America shares in Q3 2026, an estimated $70.8K.
  • Bank of America made up 0.11% of Financial Management Network's portfolio in Q3 2026, its #114 holding.
  • Financial Management Network first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Bank of America position peaked at $908K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.