James T. Borello’s Bank of America BAC Stock Holding History

James T. Borello’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	$149K	Buy	2,743 +362	+15%	+$22.1K	0.03%	131
2026 Q2	$136K	Buy	2,381 +908	+62%	+$48.3K	0.03%	140
2026 Q1	$71.8K	Sell	1,473 -150	-9%	-$7.74K	0.02%	185
2025 Q4	$89.3K	Buy	1,623 +533	+49%	+$28.2K	0.02%	141
2025 Q3	$56.2K	Buy	1,090 +755	+225%	+$36.8K	0.02%	152
2025 Q2	$15.9K	Hold	335	–	–	﹤0.01%	193
2025 Q1	$14K	Hold	335	–	–	﹤0.01%	161
2024 Q4	$14.7K	Hold	335	–	–	0.01%	138
2024 Q3	$13.3K	Sell	335 -3,736	-92%	-$150K	0.01%	128
2024 Q2	$162K	Buy	4,071 +46	+1%	+$1.76K	0.07%	69
2024 Q1	$153K	Buy	4,025 +3,690	+1,101%	+$127K	0.07%	67
2023 Q4	$11.3K	Buy	+335	New	+$9.8K	0.01%	98

Other funds holding BAC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

James T. Borello's BAC Position: Q3 2026 in Review

James T. Borello increased its Bank of America (BAC) stake by 15% in Q3 2026, buying an estimated $22.1K and bringing the position to 2,743 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #131.

James T. Borello first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $162K in Q2 2024. 1,477 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

James T. Borello held 2,743 shares of Bank of America worth $149K as of Q3 2026.
James T. Borello bought 362 Bank of America shares in Q3 2026, an estimated $22.1K.
Bank of America made up 0.03% of James T. Borello's portfolio in Q3 2026, its #131 holding.
James T. Borello first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Bank of America position peaked at $162K in Q2 2024.
1,477 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.