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McCarley & Cook Financial Planners’s Bank of America BAC Stock Holding History

McCarley & Cook Financial Planners’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 		$44.9K Hold
825
– – 0.03% 99
2026
Q2 		$47K Hold
825
– – 0.04% 98
2026
Q1 		$40.2K Hold
825
– – 0.03% 102
2025
Q4 		$45.4K Buy
+825
New +$43.6K 0.04% 87

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

McCarley & Cook Financial Planners's BAC Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Bank of America (BAC) position steady in Q3 2026 at 825 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #99.

McCarley & Cook Financial Planners first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $47K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • McCarley & Cook Financial Planners held 825 shares of Bank of America worth $44.9K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #99 holding.
  • McCarley & Cook Financial Planners first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Bank of America position peaked at $47K in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.