North Capital’s Bank of America BAC Stock Holding History

North Capital’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	$287K	Sell	5,313 -446	-8%	-$27.2K	0.2%	70
2026 Q2	$328K	Sell	5,759 -57	-1%	-$3.03K	0.25%	66
2026 Q1	$284K	Sell	5,816 -36	-0.6%	-$1.86K	0.24%	66
2025 Q4	$322K	Sell	5,852 -1	-0%	-$53	0.28%	57
2025 Q3	$302K	Buy	5,853 +182	+3%	+$8.88K	0.23%	56
2025 Q2	$268K	Hold	5,671	–	–	0.23%	58
2025 Q1	$237K	Buy	+5,671	New	+$253K	0.22%	64

Other funds holding BAC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

North Capital's BAC Position: Q3 2026 in Review

North Capital reduced its Bank of America (BAC) stake by 7.7% in Q3 2026, selling an estimated $27.2K and leaving 5,313 shares worth $287K. The position accounts for 0.2% of the portfolio, ranked #70.

North Capital first reported a position in BAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $328K in Q2 2026. 2,101 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

North Capital held 5,313 shares of Bank of America worth $287K as of Q3 2026.
North Capital sold 446 Bank of America shares in Q3 2026, an estimated $27.2K.
Bank of America made up 0.2% of North Capital's portfolio in Q3 2026, its #70 holding.
North Capital first reported a position in Bank of America in Q1 2025 and has held it in 7 quarters since.
North Capital's Bank of America position peaked at $328K in Q2 2026.
2,101 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.