Gerber LLC
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Gerber LLC’s Bank of America BAC Stock Holding History

Gerber 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 		$279K Buy
5,123
+9
+0.2% +$548 0.13% 71
2026
Q2 		$291K Buy
5,114
+82
+2% +$4.36K 0.14% 67
2026
Q1 		$245K Sell
5,032
-351
-7% -$18.1K 0.14% 74
2025
Q4 		$296K Sell
5,383
-947
-15% -$50.1K 0.17% 61
2025
Q3 		$327K Sell
6,330
-245
-4% -$12K 0.21% 53
2025
Q2 		$311K Buy
6,575
+70
+1% +$2.94K 0.22% 61
2025
Q1 		$271K Sell
6,505
-124
-2% -$5.53K 0.23% 68
2024
Q4 		$291K Buy
6,629
+1
+0% +$44 0.21% 59
2024
Q3 		$263K Sell
6,628
-45
-0.7% -$1.8K 0.19% 75
2024
Q2 		$265K Buy
6,673
+2
+0% +$77 0.21% 67
2024
Q1 		$253K Buy
6,671
+1
+0% +$34 0.21% 75
2023
Q4 		$225K Buy
+6,670
New +$194K 0.2% 81

Other funds holding BAC

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gerber LLC's BAC Position: Q3 2026 in Review

Gerber LLC increased its Bank of America (BAC) stake by 0.18% in Q3 2026, buying an estimated $548 and bringing the position to 5,123 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #71.

Gerber LLC first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $327K in Q3 2025. 1,919 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Gerber LLC held 5,123 shares of Bank of America worth $279K as of Q3 2026.
  • Gerber LLC bought 9 Bank of America shares in Q3 2026, an estimated $548.
  • Bank of America made up 0.13% of Gerber LLC's portfolio in Q3 2026, its #71 holding.
  • Gerber LLC first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Gerber LLC's Bank of America position peaked at $327K in Q3 2025.
  • 1,919 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Gerber LLC's 13F filing for Q3 2026, filed 21 Oct 2026.