Jackson Thornton Wealth Management’s Bank of America BAC Stock Holding History

Jackson Thornton 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	$565K	Buy	10,386 +305	+3%	+$18.6K	0.04%	125
2026 Q2	$574K	Buy	10,081 +2,177	+28%	+$116K	0.05%	131
2026 Q1	$415K	Sell	7,904 -1,631	-17%	-$84.2K	0.04%	131
2025 Q4	$546K	Buy	9,535 +607	+7%	+$32.1K	0.05%	104
2025 Q3	$445K	Buy	8,928 +3,456	+63%	+$169K	0.05%	114
2025 Q2	$258K	Buy	+5,472	New	+$230K	0.03%	104
2025 Q1	–	Sell	-5,088	Closed	-$224K	–	105
2024 Q4	$224K	Buy	+5,088	New	+$224K	0.03%	76

Other funds holding BAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jackson Thornton Wealth Management's BAC Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its Bank of America (BAC) stake by 3% in Q3 2026, buying an estimated $18.6K and bringing the position to 10,386 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #125.

Jackson Thornton Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Jackson Thornton Wealth Management held 10,386 shares of Bank of America worth $565K as of Q3 2026.
Jackson Thornton Wealth Management bought 305 Bank of America shares in Q3 2026, an estimated $18.6K.
Bank of America made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #125 holding.
Jackson Thornton Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Jackson Thornton Wealth Management's Bank of America position peaked at $574K in Q2 2026.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.