Leslie Global Wealth’s Bank of America BAC Stock Holding History

Leslie Global Wealth’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	$773K	Buy	14,209 +69	+0.5%	+$4.2K	0.28%	35
2026 Q2	$806K	Sell	14,140 -384	-3%	-$20.4K	0.31%	36
2026 Q1	$708K	Sell	14,524 -291	-2%	-$15K	0.37%	29
2025 Q4	$815K	Buy	14,815 +117	+0.8%	+$6.18K	0.37%	28
2025 Q3	$758K	Buy	14,698 +341	+2%	+$16.6K	0.36%	30
2025 Q2	$679K	Sell	14,357 -62	-0.4%	-$2.61K	0.36%	34
2025 Q1	$602K	Sell	14,419 -106	-0.7%	-$4.72K	0.29%	35
2024 Q4	$638K	Buy	14,525 +169	+1%	+$7.44K	0.3%	36
2024 Q3	$570K	Buy	+14,356	New	+$575K	0.28%	37

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Leslie Global Wealth's BAC Position: Q3 2026 in Review

Leslie Global Wealth increased its Bank of America (BAC) stake by 0.49% in Q3 2026, buying an estimated $4.2K and bringing the position to 14,209 shares worth $773K. The position accounts for 0.28% of the portfolio, ranked #35.

Leslie Global Wealth first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $815K in Q4 2025. 2,840 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Leslie Global Wealth held 14,209 shares of Bank of America worth $773K as of Q3 2026.
Leslie Global Wealth bought 69 Bank of America shares in Q3 2026, an estimated $4.2K.
Bank of America made up 0.28% of Leslie Global Wealth's portfolio in Q3 2026, its #35 holding.
Leslie Global Wealth first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
Leslie Global Wealth's Bank of America position peaked at $815K in Q4 2025.
2,840 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.