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Herold Advisors’s Bank of America BAC Stock Holding History

Herold 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 		$1.97M Sell
36,169
-235
-0.6% -$14.3K 0.38% 67
2026
Q2 		$2.07M Buy
36,404
+2,577
+8% +$137K 0.41% 70
2026
Q1 		$1.65M Buy
33,827
+1,151
+4% +$59.4K 0.36% 73
2025
Q4 		$1.8M Sell
32,676
-1,860
-5% -$98.3K 0.4% 67
2025
Q3 		$1.78M Sell
34,536
-10,388
-23% -$507K 0.41% 67
2025
Q2 		$2.13M Sell
44,924
-3,018
-6% -$127K 0.45% 63
2025
Q1 		$2M Buy
47,942
+3,132
+7% +$140K 0.44% 65
2024
Q4 		$1.97M Buy
44,810
+751
+2% +$33K 0.43% 63
2024
Q3 		$1.75M Sell
44,059
-654
-1% -$26.2K 0.38% 74
2024
Q2 		$1.78M Buy
44,713
+12
+0% +$460 0.41% 65
2024
Q1 		$1.7M Sell
44,701
-2,392
-5% -$82.1K 0.41% 68
2023
Q4 		$1.59M Buy
47,093
+661
+1% +$19.2K 0.44% 68
2023
Q3 		$1.27M Buy
46,432
+1,800
+4% +$53.3K 0.39% 73
2023
Q2 		$1.28M Sell
44,632
-300
-0.7% -$8.56K 0.39% 77
2023
Q1 		$1.29M Buy
44,932
+6,285
+16% +$207K 0.44% 72
2022
Q4 		$1.28M Buy
38,647
+5,304
+16% +$183K 0.54% 60
2022
Q3 		$1.01M Buy
33,343
+774
+2% +$25.9K 0.48% 69
2022
Q2 		$1.01M Buy
32,569
+3
+0% +$108 0.45% 76
2022
Q1 		$1.34M Buy
32,566
+152
+0.5% +$6.86K 0.48% 66
2021
Q4 		$1.44M Buy
32,414
+1,173
+4% +$53.4K 0.56% 62
2021
Q3 		$1.33M Buy
+31,241
New +$1.26M 0.52% 64

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Herold Advisors's BAC Position: Q3 2026 in Review

Herold Advisors reduced its Bank of America (BAC) stake by 0.65% in Q3 2026, selling an estimated $14.3K and leaving 36,169 shares worth $1.97M. The position accounts for 0.38% of the portfolio, ranked #67.

Herold Advisors first reported a position in BAC in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.13M in Q2 2025. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Herold Advisors held 36,169 shares of Bank of America worth $1.97M as of Q3 2026.
  • Herold Advisors sold 235 Bank of America shares in Q3 2026, an estimated $14.3K.
  • Bank of America made up 0.38% of Herold Advisors's portfolio in Q3 2026, its #67 holding.
  • Herold Advisors first reported a position in Bank of America in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Bank of America position peaked at $2.13M in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.