New Age Alpha Advisors
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New Age Alpha Advisors’s Bank of America BAC Stock Holding History

New Age Alpha Advisors’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 		$11.2M Sell
206,222
-7,331
-3% -$447K 0.5% 32
2026
Q2 		$12.2M Sell
213,553
-1,155
-0.5% -$61.4K 0.51% 31
2026
Q1 		$10.5M Sell
214,708
-8,010
-4% -$413K 0.49% 32
2025
Q4 		$12.2M Sell
222,718
-21,334
-9% -$1.13M 0.53% 32
2025
Q3 		$12.6M Sell
244,052
-3,746
-2% -$183K 0.53% 29
2025
Q2 		$11.7M Sell
247,798
-18,903
-7% -$795K 0.52% 30
2025
Q1 		$11.1M Sell
266,701
-104,615
-28% -$4.66M 0.5% 27
2024
Q4 		$16.3M Buy
+371,316
New +$16.3M 0.66% 20

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

New Age Alpha Advisors's BAC Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Bank of America (BAC) stake by 3.4% in Q3 2026, selling an estimated $447K and leaving 206,222 shares worth $11.2M. The position accounts for 0.5% of the portfolio, ranked #32.

New Age Alpha Advisors first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q4 2024. 3,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • New Age Alpha Advisors held 206,222 shares of Bank of America worth $11.2M as of Q3 2026.
  • New Age Alpha Advisors sold 7,331 Bank of America shares in Q3 2026, an estimated $447K.
  • Bank of America made up 0.5% of New Age Alpha Advisors's portfolio in Q3 2026, its #32 holding.
  • New Age Alpha Advisors first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Bank of America position peaked at $16.3M in Q4 2024.
  • 3,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.