LWA
BAC icon

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

LifeGoal 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 		$400K Buy
7,353
+1,564
+27% +$95.3K 0.12% 103
2026
Q2 		$330K Buy
+5,789
New +$308K 0.15% 91

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

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

LifeGoal Wealth Advisors increased its Bank of America (BAC) stake by 27% in Q3 2026, buying an estimated $95.3K and bringing the position to 7,353 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #103.

LifeGoal Wealth Advisors first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • LifeGoal Wealth Advisors held 7,353 shares of Bank of America worth $400K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 1,564 Bank of America shares in Q3 2026, an estimated $95.3K.
  • Bank of America made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #103 holding.
  • LifeGoal Wealth Advisors first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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