Gratus Wealth Advisors’s Bank of America BAC Stock Holding History

Gratus Wealth Advisors’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	$2.34M	Sell	43,004 -742	-2%	-$45.2K	0.3%	32
2026 Q2	$2.49M	Buy	43,746 +9,347	+27%	+$497K	0.32%	32
2026 Q1	$1.68M	Buy	34,399 +4,945	+17%	+$255K	0.24%	32
2025 Q4	$1.62M	Sell	29,454 -4,480	-13%	-$237K	0.22%	35
2025 Q3	$1.75M	Sell	33,934 -176	-0.5%	-$8.59K	0.25%	34
2025 Q2	$1.61M	Sell	34,110 -8,488	-20%	-$357K	0.24%	36
2025 Q1	$1.78M	Buy	42,598 +11	+0%	+$490	0.29%	32
2024 Q4	$1.87M	Sell	42,587 -14,395	-25%	-$633K	0.3%	32
2024 Q3	$2.28M	Buy	56,982 +8,857	+18%	+$355K	0.37%	34
2024 Q2	$2.06M	Buy	48,125 +10	+0%	+$383	0.36%	34
2024 Q1	$1.72M	Buy	48,115 +513	+1%	+$17.6K	0.32%	37
2023 Q4	$1.6M	Buy	+47,602	New	+$1.39M	0.32%	40

Other funds holding BAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gratus Wealth Advisors's BAC Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Bank of America (BAC) stake by 1.7% in Q3 2026, selling an estimated $45.2K and leaving 43,004 shares worth $2.34M. The position accounts for 0.3% of the portfolio, ranked #32.

Gratus Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q2 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Gratus Wealth Advisors held 43,004 shares of Bank of America worth $2.34M as of Q3 2026.
Gratus Wealth Advisors sold 742 Bank of America shares in Q3 2026, an estimated $45.2K.
Bank of America made up 0.3% of Gratus Wealth Advisors's portfolio in Q3 2026, its #32 holding.
Gratus Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's Bank of America position peaked at $2.49M in Q2 2026.
2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.