Madrona Financial Services
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Madrona Financial Services’s Bank of America BAC Stock Holding History

Madrona Financial Services’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
-6,358
Closed -$362K – 166
2026
Q2 		$362K Buy
6,358
+69
+1% +$3.67K 0.07% 89
2026
Q1 		$307K Sell
6,289
-80
-1% -$4.13K 0.07% 88
2025
Q4 		$350K Sell
6,369
-158
-2% -$8.35K 0.07% 84
2025
Q3 		$337K Buy
6,527
+60
+0.9% +$2.93K 0.07% 80
2025
Q2 		$306K Buy
6,467
+822
+15% +$34.6K 0.07% 81
2025
Q1 		$236K Sell
5,645
-202
-3% -$9K 0.06% 96
2024
Q4 		$257K Sell
5,847
-645
-10% -$28.4K 0.07% 92
2024
Q3 		$258K Sell
6,492
-46
-0.7% -$1.84K 0.07% 85
2024
Q2 		$260K Buy
6,538
+75
+1% +$2.87K 0.08% 78
2024
Q1 		$245K Buy
6,463
+328
+5% +$11.3K 0.09% 81
2023
Q4 		$207K Buy
+6,135
New +$179K 0.08% 82
2022
Q2 		– Sell
-6,262
Closed -$247K – 79
2022
Q1 		$247K Buy
6,262
+2
+0% +$90 0.12% 69
2021
Q4 		$278K Buy
+6,260
New +$285K 0.12% 64
2019
Q4 		– Sell
-7,255
Closed -$212K – 60
2019
Q3 		$212K Buy
7,255
+10
+0.1% +$288 0.16% 55
2019
Q2 		$210K Buy
7,245
+5
+0.1% +$144 0.19% 50
2019
Q1 		$200K Buy
+7,240
New +$205K 0.22% 44
2018
Q4 		– Sell
-6,870
Closed -$202K – 42
2018
Q3 		$202K Buy
+6,870
New +$209K 0.15% 43
2018
Q2 		– Sell
-7,262
Closed -$218K – 41
2018
Q1 		$218K Buy
+7,262
New +$228K 0.17% 41

Other funds holding BAC

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
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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 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

Madrona Financial Services's BAC Position: Q3 2026 in Review

Madrona Financial Services sold out of Bank of America (BAC) in Q3 2026, closing a stake of 6,358 shares — an estimated $362K sold.

Madrona Financial Services first reported a position in BAC in Q1 2018 and held it in 18 quarters. The position peaked at $362K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Madrona Financial Services reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Madrona Financial Services sold 6,358 Bank of America shares in Q3 2026, an estimated $362K.
  • Madrona Financial Services first reported a position in Bank of America in Q1 2018 and held it in 18 quarters.
  • Madrona Financial Services's Bank of America position peaked at $362K in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.