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

Jeppson 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 		$2.54M Sell
46,580
-435
-0.9% -$26.5K 0.72% 37
2026
Q2 		$2.68M Sell
47,015
-2,091
-4% -$111K 0.79% 33
2026
Q1 		$2.39M Sell
49,106
-4,724
-9% -$244K 0.75% 34
2025
Q4 		$2.96M Sell
53,830
-98
-0.2% -$5.18K 0.94% 24
2025
Q3 		$2.78M Sell
53,928
-1,537
-3% -$75K 0.89% 24
2025
Q2 		$2.62M Buy
55,465
+2,273
+4% +$95.6K 0.91% 24
2025
Q1 		$2.22M Sell
53,192
-434
-0.8% -$19.3K 0.81% 27
2024
Q4 		$2.36M Sell
53,626
-281
-0.5% -$12.4K 0.85% 25
2024
Q3 		$2.14M Sell
53,907
-156
-0.3% -$6.25K 0.77% 31
2024
Q2 		$2.15M Sell
54,063
-256
-0.5% -$9.8K 0.82% 24
2024
Q1 		$2.06M Sell
54,319
-246
-0.5% -$8.44K 0.8% 24
2023
Q4 		$1.84M Sell
54,565
-556
-1% -$16.2K 0.76% 26
2023
Q3 		$1.51M Sell
55,121
-2,790
-5% -$82.5K 0.69% 30
2023
Q2 		$1.66M Sell
57,911
-3,084
-5% -$88K 0.72% 28
2023
Q1 		$1.74M Buy
60,995
+1,760
+3% +$58.1K 0.76% 28
2022
Q4 		$1.96M Buy
59,235
+679
+1% +$23.4K 0.83% 26
2022
Q3 		$1.77M Sell
58,556
-59
-0.1% -$1.97K 0.8% 25
2022
Q2 		$1.82M Buy
58,615
+7,776
+15% +$280K 0.78% 27
2022
Q1 		$2.1M Buy
50,839
+1,396
+3% +$63K 0.98% 21
2021
Q4 		$2.2M Sell
49,443
-1,225
-2% -$55.8K 1.06% 18
2021
Q3 		$2.15M Sell
50,668
-140
-0.3% -$5.64K 1.12% 18
2021
Q2 		$2.09M Buy
50,808
+253
+0.5% +$10.4K 1.14% 18
2021
Q1 		$1.96M Sell
50,555
-396
-0.8% -$13.7K 1.16% 18
2020
Q4 		$1.54M Buy
50,951
+13,857
+37% +$371K 1.03% 19
2020
Q3 		$894K Buy
+37,094
New +$924K 0.7% 36

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Bank of America (BAC) stake by 0.93% in Q3 2026, selling an estimated $26.5K and leaving 46,580 shares worth $2.54M. The position accounts for 0.72% of the portfolio, ranked #37.

Jeppson Wealth Management first reported a position in BAC in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.96M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Jeppson Wealth Management held 46,580 shares of Bank of America worth $2.54M as of Q3 2026.
  • Jeppson Wealth Management sold 435 Bank of America shares in Q3 2026, an estimated $26.5K.
  • Bank of America made up 0.72% of Jeppson Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Jeppson Wealth Management first reported a position in Bank of America in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Bank of America position peaked at $2.96M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.