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Lynch & Associates’s Bank of America BAC Stock Holding History

Lynch & Associates’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 		$7.67M Sell
140,881
-1,199
-0.8% -$73K 1.1% 32
2026
Q2 		$8.1M Sell
142,080
-2,479
-2% -$132K 1.41% 22
2026
Q1 		$7.05M Buy
144,559
+665
+0.5% +$34.3K 1.32% 24
2025
Q4 		$7.91M Sell
143,894
-395
-0.3% -$20.9K 1.5% 21
2025
Q3 		$7.44M Sell
144,289
-495
-0.3% -$24.1K 1.44% 21
2025
Q2 		$6.85M Buy
144,784
+1,345
+0.9% +$56.6K 1.38% 23
2025
Q1 		$5.99M Sell
143,439
-999
-0.7% -$44.5K 1.29% 26
2024
Q4 		$6.35M Sell
144,438
-2,519
-2% -$111K 1.38% 23
2024
Q3 		$5.83M Buy
146,957
+906
+0.6% +$36.3K 1.23% 28
2024
Q2 		$5.81M Buy
146,051
+5,190
+4% +$199K 1.31% 26
2024
Q1 		$5.34M Sell
140,861
-3,092
-2% -$106K 1.23% 28
2023
Q4 		$4.85M Sell
143,953
-1,740
-1% -$50.7K 1.18% 27
2023
Q3 		$3.99M Sell
145,693
-4,243
-3% -$126K 1.05% 32
2023
Q2 		$4.3M Buy
149,936
+7,934
+6% +$226K 1.1% 32
2023
Q1 		$4.06M Sell
142,002
-1,579
-1% -$52.1K 1.07% 32
2022
Q4 		$4.76M Buy
143,581
+2,225
+2% +$76.6K 1.24% 30
2022
Q3 		$4.27M Buy
141,356
+6,878
+5% +$230K 1.25% 31
2022
Q2 		$4.19M Buy
134,478
+1,926
+1% +$69.3K 1.14% 31
2022
Q1 		$5.46M Sell
132,552
-133
-0.1% -$6K 1.32% 27
2021
Q4 		$5.9M Buy
132,685
+5,682
+4% +$259K 1.39% 25
2021
Q3 		$5.39M Buy
127,003
+456
+0.4% +$18.4K 1.4% 26
2021
Q2 		$5.22M Buy
126,547
+4,548
+4% +$186K 1.34% 29
2021
Q1 		$4.72M Buy
121,999
+2,952
+2% +$102K 1.27% 30
2020
Q4 		$3.61M Buy
119,047
+4,598
+4% +$123K 0.98% 34
2020
Q3 		$2.76M Buy
+114,449
New +$2.85M 0.83% 37

Other funds holding BAC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Lynch & Associates's BAC Position: Q3 2026 in Review

Lynch & Associates reduced its Bank of America (BAC) stake by 0.84% in Q3 2026, selling an estimated $73K and leaving 140,881 shares worth $7.67M. The position accounts for 1.1% of the portfolio, ranked #32.

Lynch & Associates first reported a position in BAC in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.1M in Q2 2026. 815 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Lynch & Associates held 140,881 shares of Bank of America worth $7.67M as of Q3 2026.
  • Lynch & Associates sold 1,199 Bank of America shares in Q3 2026, an estimated $73K.
  • Bank of America made up 1.1% of Lynch & Associates's portfolio in Q3 2026, its #32 holding.
  • Lynch & Associates first reported a position in Bank of America in Q3 2020 and has held it in 25 quarters since.
  • Lynch & Associates's Bank of America position peaked at $8.1M in Q2 2026.
  • 815 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.