McCarter Private Wealth Services’s Bank of America BAC Stock Holding History

McCarter Private Wealth 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	$1.05M	Buy	19,203 +26	+0.1%	+$1.58K	0.35%	72
2026 Q2	$1.09M	Sell	19,177 -3,454	-15%	-$184K	0.38%	74
2026 Q1	$1.1M	Buy	22,631 +2,655	+13%	+$137K	0.48%	56
2025 Q4	$1.1M	Buy	19,976 +805	+4%	+$42.6K	0.49%	51
2025 Q3	$989K	Buy	19,171 +740	+4%	+$36.1K	0.51%	45
2025 Q2	$872K	Sell	18,431 -111	-0.6%	-$4.67K	0.5%	45
2025 Q1	$774K	Buy	18,542 +680	+4%	+$30.3K	0.51%	41
2024 Q4	$785K	Buy	17,862 +1,250	+8%	+$55K	0.5%	42
2024 Q3	$659K	Buy	+16,612	New	+$666K	0.42%	47

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

McCarter Private Wealth Services's BAC Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Bank of America (BAC) stake by 0.14% in Q3 2026, buying an estimated $1.58K and bringing the position to 19,203 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #72.

McCarter Private Wealth Services first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

McCarter Private Wealth Services held 19,203 shares of Bank of America worth $1.05M as of Q3 2026.
McCarter Private Wealth Services bought 26 Bank of America shares in Q3 2026, an estimated $1.58K.
Bank of America made up 0.35% of McCarter Private Wealth Services's portfolio in Q3 2026, its #72 holding.
McCarter Private Wealth Services first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Bank of America position peaked at $1.1M in Q1 2026.
1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.