Investmark Advisory Group
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Investmark Advisory Group’s Bank of America BAC Stock Holding History

Investmark Advisory Group’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 		– Sell
-3,858
Closed -$220K – 172
2026
Q2 		$220K Buy
+3,858
New +$205K 0.08% 137
2024
Q4 		– Sell
-5,074
Closed -$201K – 118
2024
Q3 		$201K Hold
5,074
– – 0.1% 119
2024
Q2 		$202K Buy
+5,074
New +$194K 0.11% 113
2022
Q1 		– Sell
-1,500
Closed -$66K – 112
2021
Q4 		$66K Buy
+1,500
New +$68.3K 0.06% 142

Other funds holding BAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Investmark Advisory Group's BAC Position: Q3 2026 in Review

Investmark Advisory Group sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,858 shares — an estimated $220K sold.

Investmark Advisory Group first reported a position in BAC in Q4 2021 and held it in 4 quarters. The position peaked at $220K in Q2 2026. 2,506 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Investmark Advisory Group reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Investmark Advisory Group sold 3,858 Bank of America shares in Q3 2026, an estimated $220K.
  • Investmark Advisory Group first reported a position in Bank of America in Q4 2021 and held it in 4 quarters.
  • Investmark Advisory Group's Bank of America position peaked at $220K in Q2 2026.
  • 2,506 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.