First Affirmative Financial Network’s Bank of America BAC Stock Holding History

First Affirmative Financial 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	$1.19M	Buy	+21,893	New	+$1.33M	0.26%	75
2026 Q1	$422K	Buy	+8,657	New	+$447K	0.16%	157
2025 Q3	$567K	Sell	10,996 -459	-4%	-$22.4K	0.27%	95
2025 Q2	$542K	Sell	11,455 -389	-3%	-$16.4K	0.28%	96
2025 Q1	$494K	Buy	11,844 +120	+1%	+$5.35K	0.3%	95
2024 Q4	$515K	Buy	11,724 +129	+1%	+$5.68K	0.3%	85
2024 Q3	$460K	Buy	11,595 +2,582	+29%	+$103K	0.25%	109
2024 Q2	$358K	Buy	9,013 +316	+4%	+$12.1K	0.25%	120
2024 Q1	$330K	Sell	8,697 -126	-1%	-$4.32K	0.24%	134
2023 Q4	$297K	Sell	8,823 -120	-1%	-$3.49K	0.24%	141
2023 Q3	$245K	Buy	8,943 +835	+10%	+$24.7K	0.24%	141
2023 Q2	$233K	Buy	+8,108	New	+$231K	0.23%	143
2023 Q1	–	Sell	-7,294	Closed	-$242K	–	166
2022 Q4	$242K	Buy	+7,294	New	+$251K	0.29%	112
2021 Q4	–	Sell	-5,387	Closed	-$229K	–	157
2021 Q3	$229K	Buy	+5,387	New	+$217K	0.24%	133

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

First Affirmative Financial Network's BAC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Bank of America (BAC) in Q3 2026: 21,893 shares worth $1.19M. The stake represents 0.26% of the portfolio and ranks #75 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BAC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in BAC in Q3 2021 and has held it in 14 quarters since. 1,108 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

First Affirmative Financial Network held 21,893 shares of Bank of America worth $1.19M as of Q3 2026.
Bank of America was a new First Affirmative Financial Network position in Q3 2026.
Bank of America made up 0.26% of First Affirmative Financial Network's portfolio in Q3 2026, its #75 holding.
First Affirmative Financial Network first reported a position in Bank of America in Q3 2021 and has held it in 14 quarters since.
1,108 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.