Orca Wealth Management’s Bank of America BAC Stock Holding History

Orca Wealth Management’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	$1.9M	Sell	34,937 -150	-0.4%	-$9.14K	1.13%	27
2026 Q2	$2M	Buy	35,087 +179	+0.5%	+$9.5K	1.2%	25
2026 Q1	$1.7M	Buy	34,908 +34	+0.1%	+$1.75K	1.21%	29
2025 Q4	$1.91M	Buy	34,874 +34	+0.1%	+$1.8K	1.37%	26
2025 Q3	$1.8M	Sell	34,840 -496	-1%	-$24.2K	1.36%	26
2025 Q2	$1.67M	Buy	35,336 +419	+1%	+$17.6K	1.41%	25
2025 Q1	$1.46M	Sell	34,917 -46	-0.1%	-$2.05K	1.3%	27
2024 Q4	$1.54M	Buy	+34,963	New	+$1.54M	1.38%	25

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

Orca Wealth Management's BAC Position: Q3 2026 in Review

Orca Wealth Management reduced its Bank of America (BAC) stake by 0.43% in Q3 2026, selling an estimated $9.14K and leaving 34,937 shares worth $1.9M. The position accounts for 1.13% of the portfolio, ranked #27.

Orca Wealth Management first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Orca Wealth Management held 34,937 shares of Bank of America worth $1.9M as of Q3 2026.
Orca Wealth Management sold 150 Bank of America shares in Q3 2026, an estimated $9.14K.
Bank of America made up 1.13% of Orca Wealth Management's portfolio in Q3 2026, its #27 holding.
Orca Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Bank of America position peaked at $2M in Q2 2026.
1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.