Peterson Wealth Services
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Peterson Wealth Services’s Bank of America BAC Stock Holding History

Peterson Wealth 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 		– Sell
-84
Closed -$4.79K – 228
2026
Q2 		$4.79K Buy
+84
New +$4.47K ﹤0.01% 202

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Sanders Capital
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Deutsche Bank
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Peterson Wealth Services's BAC Position: Q3 2026 in Review

Peterson Wealth Services sold out of Bank of America (BAC) in Q3 2026, closing a stake of 84 shares — an estimated $4.79K sold.

Peterson Wealth Services first reported a position in BAC in Q2 2026 and held it in 1 quarter. The position peaked at $4.79K in Q2 2026. 2,364 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Peterson Wealth Services reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 84 Bank of America shares in Q3 2026, an estimated $4.79K.
  • Peterson Wealth Services first reported a position in Bank of America in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Services's Bank of America position peaked at $4.79K in Q2 2026.
  • 2,364 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.