Lodestone Wealth Management
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Lodestone Wealth Management’s Bank of America BAC Stock Holding History

Lodestone Wealth Management’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 		$2.02M Sell
37,149
-747
-2% -$45.5K 0.68% 41
2026
Q2 		$2.16M Sell
37,896
-2,281
-6% -$121K 0.76% 37
2026
Q1 		$1.96M Sell
40,177
-2,106
-5% -$109K 0.78% 39
2025
Q4 		$2.33M Sell
42,283
-7,610
-15% -$402K 0.95% 33
2025
Q3 		$2.57M Sell
49,893
-34,115
-41% -$1.66M 1.16% 25
2025
Q2 		$3.98M Buy
84,008
+25,571
+44% +$1.08M 1.94% 10
2025
Q1 		$2.44M Sell
58,437
-9,235
-14% -$412K 1.3% 23
2024
Q4 		$2.97M Sell
67,672
-3,467
-5% -$153K 1.49% 21
2024
Q3 		$2.82M Buy
71,139
+42
+0.1% +$1.68K 1.41% 24
2024
Q2 		$2.83M Buy
71,097
+293
+0.4% +$11.2K 1.49% 23
2024
Q1 		$2.68M Sell
70,804
-902
-1% -$31K 1.41% 23
2023
Q4 		$2.41M Buy
71,706
+7,568
+12% +$220K 1.4% 24
2023
Q3 		$1.76M Sell
64,138
-6,060
-9% -$179K 1.23% 28
2023
Q2 		$2.01M Sell
70,198
-4,022
-5% -$115K 1.38% 22
2023
Q1 		$1.68M Buy
74,220
+15,533
+26% +$513K 1.29% 28
2022
Q4 		$1.94M Buy
+58,687
New +$2.02M 1.57% 16

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lodestone Wealth Management's BAC Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Bank of America (BAC) stake by 2% in Q3 2026, selling an estimated $45.5K and leaving 37,149 shares worth $2.02M. The position accounts for 0.68% of the portfolio, ranked #41.

Lodestone Wealth Management first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.98M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Lodestone Wealth Management held 37,149 shares of Bank of America worth $2.02M as of Q3 2026.
  • Lodestone Wealth Management sold 747 Bank of America shares in Q3 2026, an estimated $45.5K.
  • Bank of America made up 0.68% of Lodestone Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Lodestone Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Bank of America position peaked at $3.98M in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.