Guardian Partners’s Bank of America BAC Stock Holding History

Guardian Partners’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	$583K	Sell	10,709 -1,250	-10%	-$76.2K	0.05%	149
2026 Q2	$681K	Sell	11,959 -3,206	-21%	-$171K	0.06%	135
2026 Q1	$741K	Buy	15,165 +1	+0%	+$52	0.06%	127
2025 Q4	$837K	Buy	15,164 +1,115	+8%	+$58.9K	0.07%	137
2025 Q3	$712K	Sell	14,049 -600	-4%	-$29.3K	0.06%	133
2025 Q2	$686K	Buy	14,649 +100	+0.7%	+$4.21K	0.06%	130
2025 Q1	$564K	Hold	14,549	–	–	0.06%	127
2024 Q4	$672K	Buy	+14,549	New	+$640K	0.07%	119

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Guardian Partners's BAC Position: Q3 2026 in Review

Guardian Partners reduced its Bank of America (BAC) stake by 10% in Q3 2026, selling an estimated $76.2K and leaving 10,709 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #149.

Guardian Partners first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $837K in Q4 2025. 1,204 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Guardian Partners held 10,709 shares of Bank of America worth $583K as of Q3 2026.
Guardian Partners sold 1,250 Bank of America shares in Q3 2026, an estimated $76.2K.
Bank of America made up 0.05% of Guardian Partners's portfolio in Q3 2026, its #149 holding.
Guardian Partners first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Bank of America position peaked at $837K in Q4 2025.
1,204 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.