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

Physician 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	$449K	Sell	8,245 -119	-1%	-$7.25K	0.05%	128
2026 Q2	$477K	Buy	8,364 +200	+2%	+$10.6K	0.06%	121
2026 Q1	$398K	Sell	8,164 -91	-1%	-$4.7K	0.06%	123
2025 Q4	$454K	Buy	8,255 +260	+3%	+$13.7K	0.06%	112
2025 Q3	$412K	Buy	7,995 +581	+8%	+$28.3K	0.06%	120
2025 Q2	$351K	Buy	7,414 +448	+6%	+$18.8K	0.06%	129
2025 Q1	$291K	Hold	6,966	–	–	0.05%	140
2024 Q4	$306K	Sell	6,966 -604	-8%	-$26.6K	0.05%	134
2024 Q3	$319K	Buy	7,570 +604	+9%	+$24.2K	0.06%	128
2024 Q2	$307K	Buy	6,966 +531	+8%	+$20.4K	0.06%	123
2024 Q1	$223K	Sell	6,435 -908	-12%	-$31.2K	0.05%	152
2023 Q4	$239K	Buy	+7,343	New	+$214K	0.05%	140
2022 Q2	–	Sell	-5,711	Closed	-$221K	–	150
2022 Q1	$221K	Hold	5,711	–	–	0.06%	143
2021 Q4	$281K	Hold	5,711	–	–	0.07%	132
2021 Q3	$265K	Hold	5,711	–	–	0.07%	130
2021 Q2	$217K	Hold	5,711	–	–	0.06%	142
2021 Q1	$227K	Buy	+5,711	New	+$197K	0.07%	130

Other funds holding BAC

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

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Bank of America (BAC) stake by 1.4% in Q3 2026, selling an estimated $7.25K and leaving 8,245 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #128.

Physician Wealth Advisors first reported a position in BAC in Q1 2021 and has held it in 17 quarters since. The position peaked at $477K in Q2 2026. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Physician Wealth Advisors held 8,245 shares of Bank of America worth $449K as of Q3 2026.
Physician Wealth Advisors sold 119 Bank of America shares in Q3 2026, an estimated $7.25K.
Bank of America made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #128 holding.
Physician Wealth Advisors first reported a position in Bank of America in Q1 2021 and has held it in 17 quarters since.
Physician Wealth Advisors's Bank of America position peaked at $477K in Q2 2026.
2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.