Financially Speaking
BAC icon

Financially Speaking’s Bank of America BAC Stock Holding History

Financially Speaking’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 		$27.6K Buy
508
+6
+1% +$366 0.03% 52
2026
Q2 		$24.5K Hold
502
– – 0.12% 45
2026
Q1 		$24.5K Buy
502
+3
+0.6% +$155 0.12% 45
2025
Q4 		$27.5K Buy
499
+2
+0.4% +$106 0.02% 80
2025
Q3 		$25.6K Buy
497
+3
+0.6% +$146 0.02% 81
2025
Q2 		$23.4K Buy
+494
New +$20.8K 0.02% 69
2025
Q1 		– Sell
-489
Closed -$21.5K – 86
2024
Q4 		$21.5K Buy
+489
New +$21.5K 0.01% 80

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

Financially Speaking's BAC Position: Q3 2026 in Review

Financially Speaking increased its Bank of America (BAC) stake by 1.2% in Q3 2026, buying an estimated $366 and bringing the position to 508 shares worth $27.6K. The position accounts for 0.03% of the portfolio, ranked #52.

Financially Speaking first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Financially Speaking held 508 shares of Bank of America worth $27.6K as of Q3 2026.
  • Financially Speaking bought 6 Bank of America shares in Q3 2026, an estimated $366.
  • Bank of America made up 0.03% of Financially Speaking's portfolio in Q3 2026, its #52 holding.
  • Financially Speaking first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.