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Ledgewood Wealth Advisors’s Bank of America BAC Stock Holding History

Ledgewood Wealth Advisors’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 		$948K Hold
17,414
– – 0.52% 31
2026
Q2 		$992K Hold
17,414
– – 0.53% 31
2026
Q1 		$849K Hold
17,414
– – 0.48% 31
2025
Q4 		$958K Hold
17,414
– – 0.55% 30
2025
Q3 		$898K Hold
17,414
– – 0.53% 32
2025
Q2 		$824K Buy
17,414
+10
+0.1% +$421 0.52% 31
2025
Q1 		$726K Sell
17,404
-443
-2% -$19.7K 0.47% 32
2024
Q4 		$784K Buy
17,847
+11
+0.1% +$484 0.51% 32
2024
Q3 		$708K Buy
17,836
+2,012
+13% +$80.6K 0.48% 28
2024
Q2 		$629K Sell
15,824
-366
-2% -$14K 0.54% 29
2024
Q1 		$614K Sell
16,190
-300
-2% -$10.3K 0.57% 28
2023
Q4 		$555K Buy
+16,490
New +$480K 0.51% 29

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
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
SC
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
GI
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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
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

Ledgewood Wealth Advisors's BAC Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Bank of America (BAC) position steady in Q3 2026 at 17,414 shares worth $948K. The position accounts for 0.52% of the portfolio, ranked #31.

Ledgewood Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $992K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Ledgewood Wealth Advisors held 17,414 shares of Bank of America worth $948K as of Q3 2026.
  • Ledgewood Wealth Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.52% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Ledgewood Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Ledgewood Wealth Advisors's Bank of America position peaked at $992K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.