Meriwether Wealth & Planning’s Bank of America BAC Stock Holding History

Meriwether Wealth & Planning’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	$213K	Sell	3,918 -401	-9%	-$24.4K	0.1%	110
2026 Q2	$246K	Sell	4,319 -59	-1%	-$3.14K	0.12%	108
2026 Q1	$213K	Sell	4,378 -15,093	-78%	-$779K	0.12%	114
2025 Q4	$1.07M	Sell	19,471 -597	-3%	-$31.6K	0.6%	29
2025 Q3	$1.04M	Buy	20,068 +595	+3%	+$29K	0.6%	30
2025 Q2	$921K	Sell	19,473 -968	-5%	-$40.7K	0.58%	34
2025 Q1	$853K	Buy	20,441 +2,868	+16%	+$128K	0.56%	40
2024 Q4	$772K	Buy	+17,573	New	+$773K	0.55%	41

Other funds holding BAC

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Meriwether Wealth & Planning's BAC Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Bank of America (BAC) stake by 9.3% in Q3 2026, selling an estimated $24.4K and leaving 3,918 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #110.

Meriwether Wealth & Planning first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 931 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Meriwether Wealth & Planning held 3,918 shares of Bank of America worth $213K as of Q3 2026.
Meriwether Wealth & Planning sold 401 Bank of America shares in Q3 2026, an estimated $24.4K.
Bank of America made up 0.1% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #110 holding.
Meriwether Wealth & Planning first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Bank of America position peaked at $1.07M in Q4 2025.
931 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.