PFW Advisors’s Bank of America BAC Stock Holding History

PFW 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	$1.01M	Buy	18,622 +70	+0.4%	+$4.26K	0.3%	60
2026 Q2	$1.06M	Buy	18,552 +100	+0.5%	+$5.32K	0.31%	58
2026 Q1	$900K	Buy	18,452 +2	+0%	+$103	0.28%	64
2025 Q4	$1.01M	Sell	18,450 -2,616	-12%	-$138K	0.31%	62
2025 Q3	$1.09M	Buy	21,066 +268	+1%	+$13.1K	0.32%	60
2025 Q2	$984K	Buy	20,798 +2	+0%	+$84	0.3%	64
2025 Q1	$868K	Hold	20,796	–	–	0.27%	69
2024 Q4	$914K	Buy	+20,796	New	+$915K	0.28%	66
2024 Q2	$843K	Sell	21,196 -432	-2%	-$16.6K	0.27%	70
2024 Q1	$820K	Sell	21,628 -231	-1%	-$7.93K	0.25%	74
2023 Q4	$736K	Buy	21,859 +1,311	+6%	+$38.2K	0.24%	77
2023 Q3	$563K	Hold	20,548	–	–	0.2%	76
2023 Q2	$643K	Buy	+20,548	New	+$586K	0.21%	73
2019 Q3	$838K	Buy	+21,113	New	+$607K	0.25%	72

Other funds holding BAC

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

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

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

PFW Advisors's BAC Position: Q3 2026 in Review

PFW Advisors increased its Bank of America (BAC) stake by 0.38% in Q3 2026, buying an estimated $4.26K and bringing the position to 18,622 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #60.

PFW Advisors first reported a position in BAC in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

PFW Advisors held 18,622 shares of Bank of America worth $1.01M as of Q3 2026.
PFW Advisors bought 70 Bank of America shares in Q3 2026, an estimated $4.26K.
Bank of America made up 0.3% of PFW Advisors's portfolio in Q3 2026, its #60 holding.
PFW Advisors first reported a position in Bank of America in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Bank of America position peaked at $1.09M in Q3 2025.
1,033 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.