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Horizons Wealth Management’s Bank of America BAC Stock Holding History

Horizons 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 		$136K Buy
+2,496
New +$152K 0.08% 72
2026
Q1 		$122K Hold
2,496
– – 0.08% 75
2025
Q4 		$137K Sell
2,496
-7
-0.3% -$370 0.09% 71
2025
Q3 		$129K Sell
2,503
-152
-6% -$7.42K 0.09% 75
2025
Q2 		$126K Hold
2,655
– – 0.09% 76
2025
Q1 		$111K Hold
2,655
– – 0.08% 76
2024
Q4 		$117K Hold
2,655
– – 0.09% 74
2024
Q3 		$105K Hold
2,655
– – 0.08% 80
2024
Q2 		$114K Hold
2,655
– – 0.09% 76
2024
Q1 		$89.4K Hold
2,655
– – 0.06% 76
2023
Q4 		$89.4K Hold
2,655
– – 0.06% 76
2023
Q3 		$72.7K Hold
2,655
– – 0.05% 78
2023
Q2 		$76.2K Buy
2,655
+873
+49% +$24.9K 0.05% 80
2023
Q1 		$51K Buy
1,782
+221
+14% +$7.29K 0.04% 85
2022
Q4 		$52K Hold
1,561
– – 0.04% 86
2022
Q3 		$47K Hold
1,561
– – 0.04% 79
2022
Q2 		$57K Buy
+1,561
New +$56.2K 0.05% 78

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

Horizons Wealth Management's BAC Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Bank of America (BAC) in Q3 2026: 2,496 shares worth $136K. The stake represents 0.08% of the portfolio and ranks #72 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BAC as recently as Q1 2026.

Horizons Wealth Management first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $137K in Q4 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Horizons Wealth Management held 2,496 shares of Bank of America worth $136K as of Q3 2026.
  • Bank of America was a new Horizons Wealth Management position in Q3 2026.
  • Bank of America made up 0.08% of Horizons Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Horizons Wealth Management first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
  • Horizons Wealth Management's Bank of America position peaked at $137K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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