High Point Wealth Management
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High Point Wealth Management’s Bank of America BAC Stock Holding History

High Point Wealth Management’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 		$84K Buy
1,542
+6
+0.4% +$366 0.07% 123
2026
Q2 		$87.5K Buy
1,536
+4
+0.3% +$213 0.07% 113
2026
Q1 		$74.7K Buy
1,532
+506
+49% +$26.1K 0.07% 118
2025
Q4 		$56.4K Buy
+1,026
New +$54.2K 0.05% 134

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

High Point Wealth Management's BAC Position: Q3 2026 in Review

High Point Wealth Management increased its Bank of America (BAC) stake by 0.39% in Q3 2026, buying an estimated $366 and bringing the position to 1,542 shares worth $84K. The position accounts for 0.07% of the portfolio, ranked #123.

High Point Wealth Management first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $87.5K in Q2 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • High Point Wealth Management held 1,542 shares of Bank of America worth $84K as of Q3 2026.
  • High Point Wealth Management bought 6 Bank of America shares in Q3 2026, an estimated $366.
  • Bank of America made up 0.07% of High Point Wealth Management's portfolio in Q3 2026, its #123 holding.
  • High Point Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Bank of America position peaked at $87.5K in Q2 2026.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.