Harper Investing’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$500K Buy
9,182
+1,120
+14% +$68.2K 0.15% 65
2026
Q2
$459K Buy
+8,062
New +$429K 0.15% 66

Other funds holding BAC

Harper Investing's BAC Position: Q3 2026 in Review

Harper Investing increased its Bank of America (BAC) stake by 14% in Q3 2026, buying an estimated $68.2K and bringing the position to 9,182 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #65.

Harper Investing first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. 1,204 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Harper Investing held 9,182 shares of Bank of America worth $500K as of Q3 2026.
  • Harper Investing bought 1,120 Bank of America shares in Q3 2026, an estimated $68.2K.
  • Bank of America made up 0.15% of Harper Investing's portfolio in Q3 2026, its #65 holding.
  • Harper Investing first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.