Outlook Wealth Advisors’s Bank of America BAC Stock Holding History

Outlook Wealth Advisors’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	$767K	Sell	14,089 -1,073	-7%	-$65.4K	0.16%	131
2026 Q2	$864K	Buy	15,162 +128	+0.9%	+$6.81K	0.19%	114
2026 Q1	$733K	Sell	15,034 -101	-0.7%	-$5.21K	0.18%	122
2025 Q4	$832K	Buy	15,135 +1,633	+12%	+$86.3K	0.19%	102
2025 Q3	$697K	Sell	13,502 -159	-1%	-$7.76K	0.17%	123
2025 Q2	$646K	Sell	13,661 -295	-2%	-$12.4K	0.17%	122
2025 Q1	$582K	Sell	13,956 -88	-0.6%	-$3.92K	0.16%	122
2024 Q4	$617K	Buy	14,044 +330	+2%	+$14.5K	0.18%	117
2024 Q3	$544K	Buy	+13,714	New	+$550K	0.16%	123
2020 Q1	–	Sell	-7,947	Closed	-$280K	–	155
2019 Q4	$280K	Buy	+7,947	New	+$257K	0.16%	122

Other funds holding BAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Outlook Wealth Advisors's BAC Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Bank of America (BAC) stake by 7.1% in Q3 2026, selling an estimated $65.4K and leaving 14,089 shares worth $767K. The position accounts for 0.16% of the portfolio, ranked #131.

Outlook Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 10 quarters since. The position peaked at $864K in Q2 2026. 3,132 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Outlook Wealth Advisors held 14,089 shares of Bank of America worth $767K as of Q3 2026.
Outlook Wealth Advisors sold 1,073 Bank of America shares in Q3 2026, an estimated $65.4K.
Bank of America made up 0.16% of Outlook Wealth Advisors's portfolio in Q3 2026, its #131 holding.
Outlook Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 10 quarters since.
Outlook Wealth Advisors's Bank of America position peaked at $864K in Q2 2026.
3,132 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.