GoalVest Advisory
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GoalVest Advisory’s Bank of America BAC Stock Holding History

GoalVest Advisory’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 		$2.69M Buy
49,402
+3,238
+7% +$197K 0.47% 29
2026
Q2 		$2.63M Buy
46,164
+7,003
+18% +$372K 0.49% 30
2026
Q1 		$1.91M Buy
39,161
+17,090
+77% +$882K 0.37% 41
2025
Q4 		$1.21M Buy
22,071
+19,563
+780% +$1.03M 0.23% 75
2025
Q3 		$129K Hold
2,508
– – 0.03% 155
2025
Q2 		$119K Sell
2,508
-26
-1% -$1.09K 0.03% 159
2025
Q1 		$106K Buy
2,534
+41
+2% +$1.83K 0.03% 146
2024
Q4 		$110K Buy
2,493
+136
+6% +$5.98K 0.03% 144
2024
Q3 		$93.5K Hold
2,357
– – 0.03% 149
2024
Q2 		$93.8K Sell
2,357
-80
-3% -$3.07K 0.03% 135
2024
Q1 		$92.4K Buy
2,437
+80
+3% +$2.75K 0.03% 148
2023
Q4 		$79.4K Sell
2,357
-8
-0.3% -$233 0.03% 106
2023
Q3 		$64.8K Sell
2,365
-72
-3% -$2.13K 0.03% 127
2023
Q2 		$69.9K Sell
2,437
-266
-10% -$7.59K 0.04% 121
2023
Q1 		$77.3K Buy
2,703
+1,229
+83% +$40.6K 0.05% 98
2022
Q4 		$48.8K Hold
1,474
– – 0.03% 110
2022
Q3 		$45K Sell
1,474
-42,339
-97% -$1.42M 0.03% 117
2022
Q2 		$1.37M Sell
43,813
-2,731
-6% -$98.3K 0.87% 31
2022
Q1 		$1.92M Buy
+46,544
New +$2.1M 1.08% 27
2021
Q2 		$1.19M Buy
28,779
+6,794
+31% +$278K 0.74% 41
2021
Q1 		$851K Sell
21,985
-136
-0.6% -$4.69K 0.63% 50
2020
Q4 		$670K Buy
+22,121
New +$593K 0.56% 57

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GoalVest Advisory's BAC Position: Q3 2026 in Review

GoalVest Advisory increased its Bank of America (BAC) stake by 7% in Q3 2026, buying an estimated $197K and bringing the position to 49,402 shares worth $2.69M. The position accounts for 0.47% of the portfolio, ranked #29.

GoalVest Advisory first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • GoalVest Advisory held 49,402 shares of Bank of America worth $2.69M as of Q3 2026.
  • GoalVest Advisory bought 3,238 Bank of America shares in Q3 2026, an estimated $197K.
  • Bank of America made up 0.47% of GoalVest Advisory's portfolio in Q3 2026, its #29 holding.
  • GoalVest Advisory first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.