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

Heartwood 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 		$375K Hold
6,894
– – 0.03% 162
2026
Q2 		$393K Hold
6,894
– – 0.03% 159
2026
Q1 		$336K Buy
6,894
+150
+2% +$7.74K 0.03% 163
2025
Q4 		$371K Sell
6,744
-723
-10% -$38.2K 0.03% 138
2025
Q3 		$385K Buy
7,467
+78
+1% +$3.81K 0.04% 135
2025
Q2 		$350K Buy
7,389
+733
+11% +$30.8K 0.04% 134
2025
Q1 		$278K Sell
6,656
-243
-4% -$10.8K 0.03% 144
2024
Q4 		$303K Sell
6,899
-383
-5% -$16.9K 0.03% 132
2024
Q3 		$289K Sell
7,282
-2,743
-27% -$110K 0.03% 136
2024
Q2 		$399K Hold
10,025
– – 0.05% 111
2024
Q1 		$380K Hold
10,025
– – 0.05% 102
2023
Q4 		$338K Hold
10,025
– – 0.04% 103
2023
Q3 		$274K Hold
10,025
– – 0.04% 112
2023
Q2 		$288K Hold
10,025
– – 0.04% 114
2023
Q1 		$287K Buy
10,025
+3,195
+47% +$105K 0.04% 105
2022
Q4 		$226K Buy
+6,830
New +$235K 0.04% 116

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Heartwood Wealth Advisors held its Bank of America (BAC) position steady in Q3 2026 at 6,894 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #162.

Heartwood Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $399K in Q2 2024. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Heartwood Wealth Advisors held 6,894 shares of Bank of America worth $375K as of Q3 2026.
  • Heartwood Wealth Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #162 holding.
  • Heartwood Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • Heartwood Wealth Advisors's Bank of America position peaked at $399K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.