Global Financial Private Client
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Global Financial Private Client’s Bank of America BAC Stock Holding History

Global Financial Private Client’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 		$2.2M Buy
40,408
+152
+0.4% +$9.26K 0.61% 43
2026
Q2 		$2.29M Buy
40,256
+389
+1% +$20.7K 0.62% 42
2026
Q1 		$1.94M Buy
39,867
+132
+0.3% +$6.81K 0.64% 41
2025
Q4 		$2.19M Buy
39,735
+96
+0.2% +$5.08K 0.77% 31
2025
Q3 		$2.04M Sell
39,639
-1,188
-3% -$58K 0.73% 34
2025
Q2 		$1.93M Buy
40,827
+35
+0.1% +$1.47K 0.72% 32
2025
Q1 		$1.7M Buy
40,792
+178
+0.4% +$7.93K 0.65% 36
2024
Q4 		$1.78M Sell
40,614
-400
-1% -$17.6K 0.67% 36
2024
Q3 		$1.63M Buy
41,014
+1,162
+3% +$46.6K 0.63% 34
2024
Q2 		$1.58M Sell
39,852
-162
-0.4% -$6.21K 0.66% 35
2024
Q1 		$1.5M Buy
40,014
+143
+0.4% +$4.91K 0.65% 36
2023
Q4 		$1.34M Hold
39,871
– – 0.63% 33
2023
Q3 		$1.06M Sell
39,871
-7,154
-15% -$212K 0.55% 49
2023
Q2 		$1.37M Buy
47,025
+86
+0.2% +$2.45K 0.68% 37
2023
Q1 		$1.34M Buy
46,939
+8,233
+21% +$272K 0.69% 32
2022
Q4 		$1.28M Buy
38,706
+75
+0.2% +$2.58K 0.72% 32
2022
Q3 		$1.2M Sell
38,631
-118
-0.3% -$3.94K 0.69% 33
2022
Q2 		$1.22M Sell
38,749
-7,725
-17% -$278K 0.69% 33
2022
Q1 		$1.9M Buy
46,474
+772
+2% +$34.8K 0.92% 26
2021
Q4 		$2.03M Buy
45,702
+99
+0.2% +$4.51K 0.98% 23
2021
Q3 		$1.96M Sell
45,603
-546
-1% -$22K 1.01% 23
2021
Q2 		$1.92M Sell
46,149
-5,490
-11% -$225K 1.07% 19
2021
Q1 		$2.04M Sell
51,639
-637
-1% -$22K 1.46% 18
2020
Q4 		$1.58M Sell
52,276
-7,024
-12% -$188K 1.26% 19
2020
Q3 		$1.43M Sell
59,300
-514
-0.9% -$12.8K 1.24% 21
2020
Q2 		$1.39M Buy
59,814
+2,820
+5% +$66.6K 1.21% 20
2020
Q1 		$1.13M Buy
56,994
+13,425
+31% +$402K 1.19% 16
2019
Q4 		$1.53M Buy
+43,569
New +$1.41M 1.28% 16

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Global Financial Private Client's BAC Position: Q3 2026 in Review

Global Financial Private Client increased its Bank of America (BAC) stake by 0.38% in Q3 2026, buying an estimated $9.26K and bringing the position to 40,408 shares worth $2.2M. The position accounts for 0.61% of the portfolio, ranked #43.

Global Financial Private Client first reported a position in BAC in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.29M in Q2 2026. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Global Financial Private Client held 40,408 shares of Bank of America worth $2.2M as of Q3 2026.
  • Global Financial Private Client bought 152 Bank of America shares in Q3 2026, an estimated $9.26K.
  • Bank of America made up 0.61% of Global Financial Private Client's portfolio in Q3 2026, its #43 holding.
  • Global Financial Private Client first reported a position in Bank of America in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Bank of America position peaked at $2.29M in Q2 2026.
  • 2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.