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Perennial Advisors’s Bank of America BAC Stock Holding History

Perennial 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 		$499K Hold
9,162
– – 0.07% 103
2026
Q2 		$522K Sell
9,162
-600
-6% -$31.9K 0.08% 98
2026
Q1 		$476K Buy
9,762
+1,200
+14% +$61.9K 0.08% 88
2025
Q4 		$471K Hold
8,562
– – 0.08% 86
2025
Q3 		$442K Sell
8,562
-75
-0.9% -$3.66K 0.08% 90
2025
Q2 		$409K Hold
8,637
– – 0.08% 90
2025
Q1 		$360K Buy
+8,637
New +$385K 0.07% 91
2024
Q2 		$368K Buy
9,265
+1,500
+19% +$57.5K 0.08% 87
2024
Q1 		$294K Hold
7,765
– – 0.07% 92
2023
Q4 		$261K Sell
7,765
-1,502
-16% -$43.7K 0.06% 98
2023
Q3 		$254K Sell
9,267
-1,130
-11% -$33.4K 0.07% 94
2023
Q2 		$298K Buy
+10,397
New +$297K 0.08% 93
2022
Q2 		– Sell
-5,673
Closed -$234K – 90
2022
Q1 		$234K Buy
+5,673
New +$256K 0.06% 82
2021
Q3 		– Sell
-2,173
Closed -$90K – 98
2021
Q2 		$90K Hold
2,173
– – 0.03% 115
2021
Q1 		$84K Buy
2,173
+773
+55% +$26.7K 0.03% 117
2020
Q4 		$42K Buy
+1,400
New +$37.5K 0.01% 150
2020
Q3 		– Sell
-1,400
Closed -$33K – 88
2020
Q2 		$33K Buy
+1,400
New +$33.1K 0.01% 148

Other funds holding BAC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 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

Perennial Advisors's BAC Position: Q3 2026 in Review

Perennial Advisors held its Bank of America (BAC) position steady in Q3 2026 at 9,162 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #103.

Perennial Advisors first reported a position in BAC in Q2 2020 and has held it in 17 quarters since. The position peaked at $522K in Q2 2026. 372 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Perennial Advisors held 9,162 shares of Bank of America worth $499K as of Q3 2026.
  • Perennial Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.07% of Perennial Advisors's portfolio in Q3 2026, its #103 holding.
  • Perennial Advisors first reported a position in Bank of America in Q2 2020 and has held it in 17 quarters since.
  • Perennial Advisors's Bank of America position peaked at $522K in Q2 2026.
  • 372 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.