Net Worth Advisory Group’s Bank of America BAC Stock Holding History

Net Worth Advisory Group’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	$1.02M	Sell	19,011 -28	-0.1%	-$1.71K	0.26%	80
2026 Q2	$1.08M	Sell	19,039 -3,855	-17%	-$205K	0.27%	74
2026 Q1	$1.12M	Buy	22,894 +2,306	+11%	+$119K	0.23%	83
2025 Q4	$1.13M	Buy	20,588 +11,610	+129%	+$614K	0.23%	75
2025 Q3	$463K	Sell	8,978 -5,623	-39%	-$274K	0.13%	174
2025 Q2	$691K	Buy	14,601 +4,661	+47%	+$196K	0.15%	135
2025 Q1	$415K	Sell	9,940 -469	-5%	-$20.9K	0.13%	185
2024 Q4	$457K	Buy	10,409 +4,566	+78%	+$201K	0.14%	182
2024 Q3	$232K	Buy	+5,843	New	+$234K	0.07%	341

Other funds holding BAC

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Net Worth Advisory Group's BAC Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Bank of America (BAC) stake by 0.15% in Q3 2026, selling an estimated $1.71K and leaving 19,011 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #80.

Net Worth Advisory Group first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2025. 815 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Net Worth Advisory Group held 19,011 shares of Bank of America worth $1.02M as of Q3 2026.
Net Worth Advisory Group sold 28 Bank of America shares in Q3 2026, an estimated $1.71K.
Bank of America made up 0.26% of Net Worth Advisory Group's portfolio in Q3 2026, its #80 holding.
Net Worth Advisory Group first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Bank of America position peaked at $1.13M in Q4 2025.
815 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.