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Olistico Wealth’s Bank of America BAC Stock Holding History

Olistico Wealth’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 		$75.8K Hold
1,393
– – 0.03% 141
2026
Q2 		$79.3K Hold
1,393
– – 0.03% 136
2026
Q1 		$67.9K Hold
1,393
– – 0.03% 144
2025
Q4 		$76.6K Buy
+1,393
New +$73.6K 0.04% 129
2025
Q3 		– Sell
-2,843
Closed -$135K – 113
2025
Q2 		$135K Buy
+2,843
New +$120K 0.07% 115
2025
Q1 		– Sell
-200
Closed -$8.79K – 348
2024
Q4 		$8.79K Hold
200
– – 0.01% 248
2024
Q3 		$7.94K Hold
200
– – ﹤0.01% 258
2024
Q2 		$7.95K Buy
+200
New +$7.67K 0.01% 256

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's BAC Position: Q3 2026 in Review

Olistico Wealth held its Bank of America (BAC) position steady in Q3 2026 at 1,393 shares worth $75.8K. The position accounts for 0.03% of the portfolio, ranked #141.

Olistico Wealth first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $135K in Q2 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Olistico Wealth held 1,393 shares of Bank of America worth $75.8K as of Q3 2026.
  • Olistico Wealth left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #141 holding.
  • Olistico Wealth first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Bank of America position peaked at $135K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.