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Jamison Private Wealth Management’s Bank of America BAC Stock Holding History

Jamison Private 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 		$14.8M Buy
271,025
+975
+0.4% +$59.4K 1.49% 17
2026
Q2 		$15.4M Buy
270,050
+1,986
+0.7% +$106K 1.55% 16
2026
Q1 		$13.1M Buy
268,064
+1,273
+0.5% +$65.7K 1.59% 15
2025
Q4 		$14.7M Sell
266,791
-191
-0.1% -$10.1K 1.78% 15
2025
Q3 		$13.8M Buy
266,982
+865
+0.3% +$42.2K 1.74% 15
2025
Q2 		$12.6M Buy
266,117
+2,803
+1% +$118K 1.81% 15
2025
Q1 		$11M Buy
263,314
+2,147
+0.8% +$95.7K 1.67% 16
2024
Q4 		$11.5M Buy
261,167
+588
+0.2% +$25.9K 1.69% 15
2024
Q3 		$10.3M Buy
260,579
+7,118
+3% +$285K 1.57% 16
2024
Q2 		$10.1M Sell
253,461
-3,804
-1% -$146K 1.68% 15
2024
Q1 		$9.76M Buy
257,265
+1,606
+0.6% +$55.1K 1.65% 15
2023
Q4 		$8.61M Sell
255,659
-1,123
-0.4% -$32.7K 1.61% 15
2023
Q3 		$7.03M Buy
+256,782
New +$7.6M 1.45% 21

Other funds holding BAC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 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

Jamison Private Wealth Management's BAC Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Bank of America (BAC) stake by 0.36% in Q3 2026, buying an estimated $59.4K and bringing the position to 271,025 shares worth $14.8M. The position accounts for 1.49% of the portfolio, ranked #17.

Jamison Private Wealth Management first reported a position in BAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $15.4M in Q2 2026. 369 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Jamison Private Wealth Management held 271,025 shares of Bank of America worth $14.8M as of Q3 2026.
  • Jamison Private Wealth Management bought 975 Bank of America shares in Q3 2026, an estimated $59.4K.
  • Bank of America made up 1.49% of Jamison Private Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Jamison Private Wealth Management first reported a position in Bank of America in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Bank of America position peaked at $15.4M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.