Juncture Wealth Strategies’s Bank of America BAC Stock Holding History

Juncture Wealth Strategies’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	$279K	Buy	5,130 +1	+0%	+$61	0.07%	162
2026 Q2	$292K	Hold	5,129	–	–	0.08%	154
2026 Q1	$250K	Hold	5,129	–	–	0.08%	120
2025 Q4	$282K	Hold	5,129	–	–	0.09%	111
2025 Q3	$265K	Hold	5,129	–	–	0.09%	113
2025 Q2	$243K	Buy	5,129 +1	+0%	+$42	0.09%	110
2025 Q1	$214K	Buy	5,128 +256	+5%	+$11.4K	0.08%	116
2024 Q4	$214K	Buy	+4,872	New	+$214K	0.08%	122

Other funds holding BAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies's BAC Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Bank of America (BAC) stake by 0.02% in Q3 2026, buying an estimated $61 and bringing the position to 5,130 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #162.

Juncture Wealth Strategies first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Juncture Wealth Strategies held 5,130 shares of Bank of America worth $279K as of Q3 2026.
Juncture Wealth Strategies bought 1 Bank of America share in Q3 2026, an estimated $61.
Bank of America made up 0.07% of Juncture Wealth Strategies's portfolio in Q3 2026, its #162 holding.
Juncture Wealth Strategies first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Juncture Wealth Strategies's Bank of America position peaked at $292K in Q2 2026.
186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.