Legacy Edge Advisors
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Legacy Edge Advisors’s Bank of America BAC Stock Holding History

Legacy Edge 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 		$358K Hold
6,583
– – 0.03% 180
2026
Q2 		$375K Hold
6,583
– – 0.03% 166
2026
Q1 		$321K Sell
6,583
-248
-4% -$12.8K 0.03% 177
2025
Q4 		$376K Sell
6,831
-73
-1% -$3.86K 0.04% 161
2025
Q3 		$356K Buy
6,904
+600
+10% +$29.3K 0.04% 156
2025
Q2 		$298K Hold
6,304
– – 0.04% 171
2025
Q1 		$263K Buy
6,304
+324
+5% +$14.4K 0.04% 159
2024
Q4 		$263K Sell
5,980
-43
-0.7% -$1.89K 0.04% 155
2024
Q3 		$239K Sell
6,023
-190
-3% -$7.62K 0.04% 168
2024
Q2 		$247K Buy
+6,213
New +$238K 0.05% 154

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Edge Advisors's BAC Position: Q3 2026 in Review

Legacy Edge Advisors held its Bank of America (BAC) position steady in Q3 2026 at 6,583 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #180.

Legacy Edge Advisors first reported a position in BAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $376K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Legacy Edge Advisors held 6,583 shares of Bank of America worth $358K as of Q3 2026.
  • Legacy Edge Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #180 holding.
  • Legacy Edge Advisors first reported a position in Bank of America in Q2 2024 and has held it in 10 quarters since.
  • Legacy Edge Advisors's Bank of America position peaked at $376K in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.