Larson Financial Group
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Larson Financial Group’s Bank of America BAC Stock Holding History

Larson Financial Group’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 		$5.77M Buy
105,947
+20,485
+24% +$1.25M 0.14% 118
2026
Q2 		$4.87M Sell
85,462
-1,650
-2% -$87.8K 0.13% 135
2026
Q1 		$4.25M Buy
87,112
+15,420
+22% +$796K 0.14% 135
2025
Q4 		$3.94M Buy
71,692
+7,235
+11% +$382K 0.13% 146
2025
Q3 		$3.33M Buy
64,457
+5,136
+9% +$251K 0.12% 161
2025
Q2 		$2.81M Sell
59,321
-3,531
-6% -$149K 0.11% 177
2025
Q1 		$2.62M Buy
62,852
+9,428
+18% +$420K 0.12% 155
2024
Q4 		$2.35M Buy
53,424
+43,042
+415% +$1.89M 0.12% 149
2024
Q3 		$412K Buy
10,382
+1,583
+18% +$63.4K 0.02% 386
2024
Q2 		$350K Sell
8,799
-1,650
-16% -$63.2K 0.02% 340
2024
Q1 		$396K Buy
10,449
+8,821
+542% +$303K 0.03% 269
2023
Q4 		$54.8K Sell
1,628
-1,127
-41% -$32.8K ﹤0.01% 629
2023
Q3 		$75.4K Buy
2,755
+655
+31% +$19.4K 0.01% 510
2023
Q2 		$60.2K Sell
2,100
-15
-0.7% -$428 0.01% 518
2023
Q1 		$60.5K Sell
2,115
-4,833
-70% -$160K 0.01% 513
2022
Q4 		$230K Sell
6,948
-1,088
-14% -$37.5K 0.03% 281
2022
Q3 		$243K Buy
8,036
+3,518
+78% +$118K 0.03% 252
2022
Q2 		$141K Buy
4,518
+203
+5% +$7.31K 0.02% 216
2022
Q1 		$178K Sell
4,315
-212
-5% -$9.6K 0.03% 207
2021
Q4 		$201K Buy
4,527
+3,876
+595% +$177K 0.03% 192
2021
Q3 		$28K Sell
651
-705
-52% -$28.4K 0.01% 401
2021
Q2 		$56K Buy
1,356
+91
+7% +$3.73K 0.01% 258
2021
Q1 		$49K Buy
1,265
+1,169
+1,218% +$40.3K 0.01% 260
2020
Q4 		$3K Sell
96
-1,757
-95% -$47.1K ﹤0.01% 594
2020
Q3 		$45K Sell
1,853
-1,070
-37% -$26.6K 0.02% 214
2020
Q2 		$69K Sell
2,923
-767
-21% -$18.1K 0.03% 162
2020
Q1 		$78K Buy
3,690
+2,339
+173% +$70.1K 0.05% 126
2019
Q4 		$48K Buy
1,351
+21
+2% +$679 0.03% 156
2019
Q3 		$39K Buy
1,330
+880
+196% +$25.3K 0.03% 163
2019
Q2 		$13K Buy
+450
New +$13K 0.01% 226

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Larson Financial Group's BAC Position: Q3 2026 in Review

Larson Financial Group increased its Bank of America (BAC) stake by 24% in Q3 2026, buying an estimated $1.25M and bringing the position to 105,947 shares worth $5.77M. The position accounts for 0.14% of the portfolio, ranked #118.

Larson Financial Group first reported a position in BAC in Q2 2019 and has held it in 30 quarters since. 2,158 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Larson Financial Group held 105,947 shares of Bank of America worth $5.77M as of Q3 2026.
  • Larson Financial Group bought 20,485 Bank of America shares in Q3 2026, an estimated $1.25M.
  • Bank of America made up 0.14% of Larson Financial Group's portfolio in Q3 2026, its #118 holding.
  • Larson Financial Group first reported a position in Bank of America in Q2 2019 and has held it in 30 quarters since.
  • 2,158 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.