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

Kaydan 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 		$224K Buy
4,118
+113
+3% +$6.88K 0.08% 110
2026
Q2 		$228K Buy
+4,005
New +$213K 0.07% 112
2026
Q1 		– Sell
-3,939
Closed -$217K – 110
2025
Q4 		$217K Hold
3,939
– – 0.06% 110
2025
Q3 		$203K Buy
+3,939
New +$192K 0.06% 112

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

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

Kaydan Wealth Management increased its Bank of America (BAC) stake by 2.8% in Q3 2026, buying an estimated $6.88K and bringing the position to 4,118 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #110.

Kaydan Wealth Management first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $228K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Kaydan Wealth Management held 4,118 shares of Bank of America worth $224K as of Q3 2026.
  • Kaydan Wealth Management bought 113 Bank of America shares in Q3 2026, an estimated $6.88K.
  • Bank of America made up 0.08% of Kaydan Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Kaydan Wealth Management first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Kaydan Wealth Management's Bank of America position peaked at $228K in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.