Guidance Point Advisors
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Guidance Point Advisors’s Bank of America BAC Stock Holding History

Guidance Point 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 		$513K Sell
9,421
-489
-5% -$29.8K 0.11% 64
2026
Q2 		$565K Sell
9,910
-238
-2% -$12.7K 0.12% 63
2026
Q1 		$495K Sell
10,148
-86
-0.8% -$4.44K 0.12% 60
2025
Q4 		$563K Buy
10,234
+71
+0.7% +$3.75K 0.13% 55
2025
Q3 		$524K Sell
10,163
-2,427
-19% -$118K 0.13% 55
2025
Q2 		$596K Buy
12,590
+49
+0.4% +$2.06K 0.15% 49
2025
Q1 		$523K Buy
12,541
+39
+0.3% +$1.74K 0.15% 50
2024
Q4 		$549K Sell
12,502
-511
-4% -$22.5K 0.15% 48
2024
Q3 		$516K Buy
13,013
+44
+0.3% +$1.76K 0.15% 48
2024
Q2 		$516K Buy
12,969
+29
+0.2% +$1.11K 0.16% 47
2024
Q1 		$491K Sell
12,940
-79
-0.6% -$2.71K 0.16% 49
2023
Q4 		$438K Buy
13,019
+185
+1% +$5.39K 0.16% 46
2023
Q3 		$351K Buy
12,834
+424
+3% +$12.5K 0.14% 50
2023
Q2 		$356K Sell
12,410
-684
-5% -$19.5K 0.14% 57
2023
Q1 		$374K Buy
13,094
+51
+0.4% +$1.68K 0.15% 55
2022
Q4 		$432K Buy
13,043
+44
+0.3% +$1.52K 0.18% 52
2022
Q3 		$392K Buy
12,999
+46
+0.4% +$1.54K 0.18% 59
2022
Q2 		$403K Buy
12,953
+41
+0.3% +$1.48K 0.17% 60
2022
Q1 		$532K Buy
12,912
+6,369
+97% +$287K 0.2% 58
2021
Q4 		$291K Buy
6,543
+29
+0.4% +$1.32K 0.11% 71
2021
Q3 		$276K Buy
6,514
+33
+0.5% +$1.33K 0.1% 71
2021
Q2 		$267K Buy
6,481
+28
+0.4% +$1.15K 0.1% 77
2021
Q1 		$249K Buy
+6,453
New +$223K 0.1% 79
2020
Q1 		– Sell
-8,165
Closed -$287K – 63
2019
Q4 		$287K Buy
8,165
+42
+0.5% +$1.36K 0.14% 56
2019
Q3 		$236K Sell
8,123
-150
-2% -$4.31K 0.13% 58
2019
Q2 		$239K Sell
8,273
-157
-2% -$4.53K 0.14% 57
2019
Q1 		$232K Sell
8,430
-131
-2% -$3.7K 0.14% 57
2018
Q4 		$210K Buy
+8,561
New +$232K 0.14% 60

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Guidance Point Advisors's BAC Position: Q3 2026 in Review

Guidance Point Advisors reduced its Bank of America (BAC) stake by 4.9% in Q3 2026, selling an estimated $29.8K and leaving 9,421 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #64.

Guidance Point Advisors first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $596K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Guidance Point Advisors held 9,421 shares of Bank of America worth $513K as of Q3 2026.
  • Guidance Point Advisors sold 489 Bank of America shares in Q3 2026, an estimated $29.8K.
  • Bank of America made up 0.11% of Guidance Point Advisors's portfolio in Q3 2026, its #64 holding.
  • Guidance Point Advisors first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • Guidance Point Advisors's Bank of America position peaked at $596K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.