Maia Wealth
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Maia Wealth’s Bank of America BAC Stock Holding History

Maia 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 		$691K Sell
12,700
-481
-4% -$29.3K 0.1% 178
2026
Q2 		$751K Sell
13,181
-2,636
-17% -$140K 0.11% 174
2026
Q1 		$771K Sell
15,817
-147
-0.9% -$7.59K 0.13% 167
2025
Q4 		$838K Buy
15,964
+252
+2% +$13.3K 0.14% 160
2025
Q3 		$839K Sell
15,712
-444
-3% -$21.7K 0.14% 160
2025
Q2 		$764K Sell
16,156
-1,178
-7% -$49.6K 0.15% 157
2025
Q1 		$636K Buy
17,334
+240
+1% +$10.7K 0.14% 154
2024
Q4 		$805K Buy
17,094
+1,559
+10% +$68.6K 0.17% 119
2024
Q3 		$663K Buy
15,535
+1,065
+7% +$42.7K 0.16% 122
2024
Q2 		$606K Buy
+14,470
New +$555K 0.18% 105
2023
Q4 		$425K Buy
+12,614
New +$367K 0.17% 118

Other funds holding BAC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Maia Wealth's BAC Position: Q3 2026 in Review

Maia Wealth reduced its Bank of America (BAC) stake by 3.6% in Q3 2026, selling an estimated $29.3K and leaving 12,700 shares worth $691K. The position accounts for 0.1% of the portfolio, ranked #178.

Maia Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $839K in Q3 2025. 3,016 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Maia Wealth held 12,700 shares of Bank of America worth $691K as of Q3 2026.
  • Maia Wealth sold 481 Bank of America shares in Q3 2026, an estimated $29.3K.
  • Bank of America made up 0.1% of Maia Wealth's portfolio in Q3 2026, its #178 holding.
  • Maia Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Bank of America position peaked at $839K in Q3 2025.
  • 3,016 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.