Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s Bank of America BAC Stock Holding History

Onyx Bridge Wealth 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 		$660K Sell
12,120
-38
-0.3% -$2.32K 0.06% 207
2026
Q2 		$693K Buy
12,158
+524
+5% +$27.9K 0.06% 197
2026
Q1 		$567K Sell
11,634
-190
-2% -$9.8K 0.06% 204
2025
Q4 		$650K Buy
11,824
+7
+0.1% +$370 0.07% 190
2025
Q3 		$610K Buy
11,817
+1,578
+15% +$77K 0.07% 191
2025
Q2 		$484K Sell
10,239
-67
-0.7% -$2.82K 0.06% 171
2025
Q1 		$430K Buy
10,306
+1
+0% +$45 0.06% 175
2024
Q4 		$453K Buy
10,305
+476
+5% +$20.9K 0.07% 169
2024
Q3 		$390K Buy
9,829
+467
+5% +$18.7K 0.06% 189
2024
Q2 		$372K Sell
9,362
-234
-2% -$8.97K 0.06% 178
2024
Q1 		$363K Sell
9,596
-110
-1% -$3.78K 0.06% 177
2023
Q4 		$327K Sell
9,706
-1,576
-14% -$45.9K 0.07% 182
2023
Q3 		$309K Buy
11,282
+2,879
+34% +$85.2K 0.07% 174
2023
Q2 		$241K Sell
8,403
-159
-2% -$4.54K 0.06% 194
2023
Q1 		$245K Sell
8,562
-181
-2% -$5.98K 0.1% 146
2022
Q4 		$301K Buy
+8,743
New +$301K 0.12% 120
2022
Q3 		– Sell
-7,436
Closed -$249K – 177
2022
Q2 		$249K Sell
7,436
-997
-12% -$35.9K 0.11% 121
2022
Q1 		$306K Sell
8,433
-892
-10% -$40.2K 0.12% 103
2021
Q4 		$431K Buy
9,325
+898
+11% +$40.9K 0.15% 86
2021
Q3 		$390K Buy
8,427
+291
+4% +$11.7K 0.15% 84
2021
Q2 		$309K Buy
+8,136
New +$334K 0.13% 79

Other funds holding BAC

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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Onyx Bridge Wealth Group's BAC Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Bank of America (BAC) stake by 0.31% in Q3 2026, selling an estimated $2.32K and leaving 12,120 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #207.

Onyx Bridge Wealth Group first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $693K in Q2 2026. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Onyx Bridge Wealth Group held 12,120 shares of Bank of America worth $660K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 38 Bank of America shares in Q3 2026, an estimated $2.32K.
  • Bank of America made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #207 holding.
  • Onyx Bridge Wealth Group first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's Bank of America position peaked at $693K in Q2 2026.
  • 2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.