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Legacy Trust’s Bank of America BAC Stock Holding History

Legacy Trust’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 		– Sell
-3,962
Closed -$226K – 222
2026
Q2 		$226K Buy
+3,962
New +$211K 0.04% 194
2026
Q1 		– Sell
-3,861
Closed -$212K – 204
2025
Q4 		$212K Buy
+3,861
New +$204K 0.04% 184

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's BAC Position: Q3 2026 in Review

Legacy Trust sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,962 shares — an estimated $226K sold.

Legacy Trust first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2026. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Legacy Trust reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Legacy Trust sold 3,962 Bank of America shares in Q3 2026, an estimated $226K.
  • Legacy Trust first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Legacy Trust's Bank of America position peaked at $226K in Q2 2026.
  • 2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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