Optivise Advisory Services’s Bank of America BAC Stock Holding History

Optivise Advisory Services’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	$456K	Buy	8,379 +431	+5%	+$26.3K	0.22%	112
2026 Q2	$453K	Buy	7,948 +875	+12%	+$46.5K	0.23%	115
2026 Q1	$345K	Sell	7,073 -751	-10%	-$38.8K	0.21%	120
2025 Q4	$430K	Buy	7,824 +1,796	+30%	+$94.9K	0.25%	101
2025 Q3	$311K	Buy	6,028 +1,558	+35%	+$76K	0.19%	123
2025 Q2	$212K	Buy	+4,470	New	+$188K	0.11%	192

Other funds holding BAC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Optivise Advisory Services's BAC Position: Q3 2026 in Review

Optivise Advisory Services increased its Bank of America (BAC) stake by 5.4% in Q3 2026, buying an estimated $26.3K and bringing the position to 8,379 shares worth $456K. The position accounts for 0.22% of the portfolio, ranked #112.

Optivise Advisory Services first reported a position in BAC in Q2 2025 and has held it in 6 quarters since. 1,569 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Optivise Advisory Services held 8,379 shares of Bank of America worth $456K as of Q3 2026.
Optivise Advisory Services bought 431 Bank of America shares in Q3 2026, an estimated $26.3K.
Bank of America made up 0.22% of Optivise Advisory Services's portfolio in Q3 2026, its #112 holding.
Optivise Advisory Services first reported a position in Bank of America in Q2 2025 and has held it in 6 quarters since.
1,569 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.