KWB Wealth
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KWB Wealth’s Bank of America BAC Stock Holding History

KWB Wealth’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 		$609K Buy
11,195
+139
+1% +$8.47K 0.05% 111
2026
Q2 		$630K Buy
11,056
+373
+3% +$19.8K 0.05% 102
2026
Q1 		$588K Hold
10,683
– – 0.06% 88
2025
Q4 		$588K Buy
10,683
+71
+0.7% +$3.75K 0.06% 94
2025
Q3 		$502K Buy
10,612
+37
+0.3% +$1.8K 0.06% 87
2025
Q2 		$441K Buy
10,575
+41
+0.4% +$1.72K 0.05% 94
2025
Q1 		$463K Buy
10,534
+224
+2% +$10K 0.06% 100
2024
Q4 		$409K Sell
10,310
-156
-1% -$6.86K 0.05% 98
2024
Q3 		$416K Buy
10,466
+40
+0.4% +$1.6K 0.05% 91
2024
Q2 		$395K Hold
10,426
– – 0.05% 92
2024
Q1 		$395K Sell
10,426
-2,385
-19% -$81.9K 0.05% 92
2023
Q4 		$431K Buy
12,811
+102
+0.8% +$2.97K 0.06% 82
2023
Q3 		$365K Sell
12,709
-1,659
-12% -$49.1K 0.06% 91
2023
Q2 		$412K Sell
14,368
-1,373
-9% -$39.2K 0.07% 86
2023
Q1 		$521K Buy
15,741
+7,659
+95% +$253K 0.1% 69
2022
Q4 		$268K Sell
8,082
-4,441
-35% -$153K 0.05% 97
2022
Q3 		$378K Buy
12,523
+44
+0.4% +$1.47K 0.08% 73
2022
Q2 		$388K Buy
12,479
+72
+0.6% +$2.59K 0.07% 73
2022
Q1 		$552K Hold
12,407
– – 0.09% 53
2021
Q4 		$552K Buy
12,407
+29
+0.2% +$1.32K 0.09% 53
2021
Q3 		$525K Buy
12,378
+50
+0.4% +$2.01K 0.09% 53
2021
Q2 		$477K Hold
12,328
– – 0.09% 52
2021
Q1 		$477K Buy
12,328
+201
+2% +$6.94K 0.09% 52
2020
Q4 		$368K Buy
+12,127
New +$325K 0.08% 56

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KWB Wealth's BAC Position: Q3 2026 in Review

KWB Wealth increased its Bank of America (BAC) stake by 1.3% in Q3 2026, buying an estimated $8.47K and bringing the position to 11,195 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #111.

KWB Wealth first reported a position in BAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $630K in Q2 2026. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • KWB Wealth held 11,195 shares of Bank of America worth $609K as of Q3 2026.
  • KWB Wealth bought 139 Bank of America shares in Q3 2026, an estimated $8.47K.
  • Bank of America made up 0.05% of KWB Wealth's portfolio in Q3 2026, its #111 holding.
  • KWB Wealth first reported a position in Bank of America in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's Bank of America position peaked at $630K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.