Grant Private Wealth Management’s Bank of America BAC Stock Holding History

Grant Private 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	$586K	Buy	10,771 +3,490	+48%	+$213K	0.26%	88
2026 Q2	$415K	Sell	7,281 -395	-5%	-$21K	0.17%	106
2026 Q1	$374K	Buy	7,676 +3	+0%	+$155	0.2%	102
2025 Q4	$422K	Sell	7,673 -12	-0.2%	-$634	0.25%	85
2025 Q3	$396K	Sell	7,685 -110,471	-93%	-$5.39M	0.24%	88
2025 Q2	$5.59M	Buy	118,156 +110,845	+1,516%	+$4.66M	3.17%	10
2025 Q1	$305K	Sell	7,311 -56	-0.8%	-$2.5K	0.33%	90
2024 Q4	$324K	Buy	+7,367	New	+$324K	0.35%	75

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Grant Private Wealth Management's BAC Position: Q3 2026 in Review

Grant Private Wealth Management increased its Bank of America (BAC) stake by 48% in Q3 2026, buying an estimated $213K and bringing the position to 10,771 shares worth $586K. The position accounts for 0.26% of the portfolio, ranked #88.

Grant Private Wealth Management first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.59M in Q2 2025. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Grant Private Wealth Management held 10,771 shares of Bank of America worth $586K as of Q3 2026.
Grant Private Wealth Management bought 3,490 Bank of America shares in Q3 2026, an estimated $213K.
Bank of America made up 0.26% of Grant Private Wealth Management's portfolio in Q3 2026, its #88 holding.
Grant Private Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's Bank of America position peaked at $5.59M in Q2 2025.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.