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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$447K Buy
8,219
+564
+7% +$34.4K 0.25% 79
2026
Q2
$436K Buy
+7,655
New +$407K 0.23% 114
2026
Q1
– Sell
-6,648
Closed -$366K – 65
2025
Q4
$366K Buy
6,648
+408
+7% +$21.6K 0.24% 102
2025
Q3
$322K Buy
6,240
+396
+7% +$19.3K 0.24% 103
2025
Q2
$276K Sell
5,844
-179
-3% -$7.53K 0.25% 101
2025
Q1
$251K Sell
6,023
-1,353
-18% -$60.3K 0.29% 102
2024
Q4
$324K Buy
+7,376
New +$325K 0.41% 69

Other funds holding BAC

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

GK Wealth Management increased its Bank of America (BAC) stake by 7.4% in Q3 2026, buying an estimated $34.4K and bringing the position to 8,219 shares worth $447K. The position accounts for 0.25% of the portfolio, ranked #79.

GK Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • GK Wealth Management held 8,219 shares of Bank of America worth $447K as of Q3 2026.
  • GK Wealth Management bought 564 Bank of America shares in Q3 2026, an estimated $34.4K.
  • Bank of America made up 0.25% of GK Wealth Management's portfolio in Q3 2026, its #79 holding.
  • GK Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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