My Personal CFO LLC
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My Personal CFO LLC’s Bank of America BAC Stock Holding History

My Personal CFO LLC’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 		$292K Buy
5,358
+12
+0.2% +$731 0.1% 83
2026
Q2 		$305K Sell
5,346
-1,340
-20% -$71.3K 0.12% 78
2026
Q1 		$326K Hold
6,686
– – 0.14% 72
2025
Q4 		$368K Buy
+6,686
New +$353K 0.15% 72
2025
Q3 		– Sell
-6,638
Closed -$314K – 99
2025
Q2 		$314K Sell
6,638
-176
-3% -$7.4K 0.14% 74
2025
Q1 		$284K Sell
6,814
-129
-2% -$5.75K 0.14% 77
2024
Q4 		$305K Buy
6,943
+1
+0% +$44 0.16% 72
2024
Q3 		$275K Buy
6,942
+123
+2% +$4.93K 0.15% 77
2024
Q2 		$271K Sell
6,819
-278
-4% -$10.7K 0.14% 89
2024
Q1 		$269K Buy
7,097
+49
+0.7% +$1.68K 0.16% 85
2023
Q4 		$237K Buy
+7,048
New +$205K 0.15% 87
2023
Q3 		– Sell
-9,066
Closed -$260K – 84
2023
Q2 		$260K Sell
9,066
-205
-2% -$5.85K 0.2% 71
2023
Q1 		$265K Buy
9,271
+9,262
+102,911% +$306K 0.23% 61
2022
Q4 		$308K Hold
9
– – 0.28% 53
2022
Q3 		$313K Sell
9
-9,208
-100% -$308K 0.48% 45
2022
Q2 		$287K Buy
9,217
+422
+5% +$15.2K 0.37% 46
2022
Q1 		$363K Sell
8,795
-453
-5% -$20.4K 0.38% 40
2021
Q4 		$411K Buy
+9,248
New +$421K 0.36% 41

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

My Personal CFO LLC's BAC Position: Q3 2026 in Review

My Personal CFO LLC increased its Bank of America (BAC) stake by 0.22% in Q3 2026, buying an estimated $731 and bringing the position to 5,358 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #83.

My Personal CFO LLC first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $411K in Q4 2021. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • My Personal CFO LLC held 5,358 shares of Bank of America worth $292K as of Q3 2026.
  • My Personal CFO LLC bought 12 Bank of America shares in Q3 2026, an estimated $731.
  • Bank of America made up 0.1% of My Personal CFO LLC's portfolio in Q3 2026, its #83 holding.
  • My Personal CFO LLC first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Bank of America position peaked at $411K in Q4 2021.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.