Pines Wealth Management’s Bank of America BAC Stock Holding History

Pines Wealth Management’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	$398K	Buy	7,305 +1,280	+21%	+$78K	0.11%	153
2026 Q2	$343K	Sell	6,025 -47	-0.8%	-$2.5K	0.1%	173
2026 Q1	$296K	Sell	6,072 -1,483	-20%	-$76.5K	0.1%	177
2025 Q4	$416K	Sell	7,555 -271	-3%	-$14.3K	0.13%	147
2025 Q3	$404K	Buy	7,826 +3,177	+68%	+$155K	0.14%	151
2025 Q2	$227K	Buy	+4,649	New	+$196K	0.08%	208
2025 Q1	–	Sell	-5,579	Closed	-$252K	–	200
2024 Q4	$252K	Buy	+5,579	New	+$245K	0.11%	175

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

Pines Wealth Management's BAC Position: Q3 2026 in Review

Pines Wealth Management increased its Bank of America (BAC) stake by 21% in Q3 2026, buying an estimated $78K and bringing the position to 7,305 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #153.

Pines Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Pines Wealth Management held 7,305 shares of Bank of America worth $398K as of Q3 2026.
Pines Wealth Management bought 1,280 Bank of America shares in Q3 2026, an estimated $78K.
Bank of America made up 0.11% of Pines Wealth Management's portfolio in Q3 2026, its #153 holding.
Pines Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's Bank of America position peaked at $416K in Q4 2025.
1,019 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.