Harold Davidson & Associates
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Harold Davidson & Associates’s Bank of America BAC Stock Holding History

Harold Davidson & Associates’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 		$395K Sell
7,253
-1,000
-12% -$60.9K 0.16% 54
2026
Q2 		$470K Buy
+8,253
New +$439K 0.2% 46
2026
Q1 		– Sell
-8,932
Closed -$491K – 62
2025
Q4 		$491K Hold
8,932
– – 0.22% 52
2025
Q3 		$461K Buy
8,932
+3,819
+75% +$186K 0.21% 52
2025
Q2 		$242K Sell
5,113
-2,923
-36% -$123K 0.16% 57
2025
Q1 		$335K Sell
8,036
-25
-0.3% -$1.11K 0.18% 53
2024
Q4 		$354K Buy
+8,061
New +$355K 0.17% 56

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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

Harold Davidson & Associates's BAC Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Bank of America (BAC) stake by 12% in Q3 2026, selling an estimated $60.9K and leaving 7,253 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #54.

Harold Davidson & Associates first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Harold Davidson & Associates held 7,253 shares of Bank of America worth $395K as of Q3 2026.
  • Harold Davidson & Associates sold 1,000 Bank of America shares in Q3 2026, an estimated $60.9K.
  • Bank of America made up 0.16% of Harold Davidson & Associates's portfolio in Q3 2026, its #54 holding.
  • Harold Davidson & Associates first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Bank of America position peaked at $491K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.