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

LeConte 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 		$581K Buy
10,676
+783
+8% +$47.7K 0.31% 59
2026
Q2 		$564K Buy
9,893
+948
+11% +$50.4K 0.31% 60
2026
Q1 		$436K Sell
8,945
-207
-2% -$10.7K 0.28% 65
2025
Q4 		$503K Buy
9,152
+533
+6% +$28.2K 0.33% 45
2025
Q3 		$445K Buy
8,619
+1,602
+23% +$78.2K 0.3% 50
2025
Q2 		$332K Buy
+7,017
New +$295K 0.22% 60

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

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

LeConte Wealth Management increased its Bank of America (BAC) stake by 7.9% in Q3 2026, buying an estimated $47.7K and bringing the position to 10,676 shares worth $581K. The position accounts for 0.31% of the portfolio, ranked #59.

LeConte Wealth Management first reported a position in BAC in Q2 2025 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • LeConte Wealth Management held 10,676 shares of Bank of America worth $581K as of Q3 2026.
  • LeConte Wealth Management bought 783 Bank of America shares in Q3 2026, an estimated $47.7K.
  • Bank of America made up 0.31% of LeConte Wealth Management's portfolio in Q3 2026, its #59 holding.
  • LeConte Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 6 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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