Forza Wealth Management’s Bank of America BAC Stock Holding History

Forza Wealth Management’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	$908K	Buy	16,675 +556	+3%	+$33.9K	0.26%	84
2026 Q2	$918K	Hold	16,119	–	–	0.28%	80
2026 Q1	$786K	Sell	16,119 -142	-0.9%	-$7.33K	0.27%	86
2025 Q4	$894K	Hold	16,261	–	–	0.32%	75
2025 Q3	$839K	Hold	16,261	–	–	0.32%	75
2025 Q2	$769K	Hold	16,261	–	–	0.32%	83
2025 Q1	$679K	Hold	16,261	–	–	0.31%	82
2024 Q4	$715K	Hold	16,261	–	–	0.33%	78
2024 Q3	$645K	Buy	16,261 +509	+3%	+$20.4K	0.3%	89
2024 Q2	$626K	Buy	15,752 +284	+2%	+$10.9K	0.32%	82
2024 Q1	$587K	Hold	15,468	–	–	0.31%	90
2023 Q4	$521K	Buy	15,468 +6,800	+78%	+$198K	0.29%	100
2023 Q3	$237K	Hold	8,668	–	–	0.12%	165
2023 Q2	$249K	Buy	8,668 +500	+6%	+$14.3K	0.13%	161
2023 Q1	$234K	Buy	+8,168	New	+$270K	0.12%	162

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

Forza Wealth Management's BAC Position: Q3 2026 in Review

Forza Wealth Management increased its Bank of America (BAC) stake by 3.4% in Q3 2026, buying an estimated $33.9K and bringing the position to 16,675 shares worth $908K. The position accounts for 0.26% of the portfolio, ranked #84.

Forza Wealth Management first reported a position in BAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $918K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Forza Wealth Management held 16,675 shares of Bank of America worth $908K as of Q3 2026.
Forza Wealth Management bought 556 Bank of America shares in Q3 2026, an estimated $33.9K.
Bank of America made up 0.26% of Forza Wealth Management's portfolio in Q3 2026, its #84 holding.
Forza Wealth Management first reported a position in Bank of America in Q1 2023 and has held it in 15 quarters since.
Forza Wealth Management's Bank of America position peaked at $918K in Q2 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.