Holland Advisory Services’s Bank of America BAC Stock Holding History

Holland Advisory Services’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	$237K	Sell	4,349 -62	-1%	-$3.78K	0.25%	45
2026 Q2	$251K	Buy	4,411 +4	+0.1%	+$213	0.28%	44
2026 Q1	$215K	Buy	4,407 +4	+0.1%	+$206	0.29%	45
2025 Q4	$242K	Buy	4,403 +3	+0.1%	+$159	0.33%	40
2025 Q3	$227K	Buy	4,400 +4	+0.1%	+$195	0.31%	41
2025 Q2	$208K	Buy	+4,396	New	+$185K	0.3%	42
2022 Q2	–	Sell	-5,144	Closed	-$212K	–	33
2022 Q1	$212K	Buy	5,144 +2	+0%	+$90	0.25%	32
2021 Q4	$229K	Buy	+5,142	New	+$234K	0.26%	33

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holland Advisory Services's BAC Position: Q3 2026 in Review

Holland Advisory Services reduced its Bank of America (BAC) stake by 1.4% in Q3 2026, selling an estimated $3.78K and leaving 4,349 shares worth $237K. The position accounts for 0.25% of the portfolio, ranked #45.

Holland Advisory Services first reported a position in BAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $251K in Q2 2026. 1,204 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Holland Advisory Services held 4,349 shares of Bank of America worth $237K as of Q3 2026.
Holland Advisory Services sold 62 Bank of America shares in Q3 2026, an estimated $3.78K.
Bank of America made up 0.25% of Holland Advisory Services's portfolio in Q3 2026, its #45 holding.
Holland Advisory Services first reported a position in Bank of America in Q4 2021 and has held it in 8 quarters since.
Holland Advisory Services's Bank of America position peaked at $251K in Q2 2026.
1,204 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Holland Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.