Pinnacle Wealth Management Group
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Pinnacle Wealth Management Group’s Bank of America BAC Stock Holding History

Pinnacle Wealth Management Group’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
-3,584
Closed -$204K – 126
2026
Q2 		$204K Sell
3,584
-600
-14% -$31.9K 0.1% 125
2026
Q1 		$204K Sell
4,184
-1,351
-24% -$69.7K 0.1% 116
2025
Q4 		$304K Sell
5,535
-600
-10% -$31.7K 0.15% 98
2025
Q3 		$317K Sell
6,135
-265
-4% -$12.9K 0.16% 91
2025
Q2 		$303K Buy
+6,400
New +$269K 0.17% 96
2025
Q1 		– Sell
-7,848
Closed -$345K – 114
2024
Q4 		$345K Hold
7,848
– – 0.21% 83
2024
Q3 		$311K Sell
7,848
-2,900
-27% -$116K 0.2% 90
2024
Q2 		$427K Sell
10,748
-412
-4% -$15.8K 0.29% 63
2024
Q1 		$423K Sell
11,160
-440
-4% -$15.1K 0.31% 63
2023
Q4 		$391K Hold
11,600
– – 0.32% 63
2023
Q3 		$318K Buy
11,600
+60
+0.5% +$1.78K 0.29% 69
2023
Q2 		$331K Sell
11,540
-1,300
-10% -$37.1K 0.29% 66
2023
Q1 		$367K Buy
12,840
+735
+6% +$24.3K 0.32% 64
2022
Q4 		$401K Buy
12,105
+20
+0.2% +$689 0.36% 60
2022
Q3 		$365K Hold
12,085
– – 0.32% 66
2022
Q2 		$376K Hold
12,085
– – 0.31% 75
2022
Q1 		$498K Buy
12,085
+1,300
+12% +$58.7K 0.37% 60
2021
Q4 		$480K Sell
10,785
-570
-5% -$26K 0.36% 65
2021
Q3 		$482K Sell
11,355
-2,475
-18% -$100K 0.36% 67
2021
Q2 		$570K Buy
+13,830
New +$567K 0.42% 62

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Wealth Management Group's BAC Position: Q3 2026 in Review

Pinnacle Wealth Management Group sold out of Bank of America (BAC) in Q3 2026, closing a stake of 3,584 shares — an estimated $204K sold.

Pinnacle Wealth Management Group first reported a position in BAC in Q2 2021 and held it in 20 quarters. The position peaked at $570K in Q2 2021. 1,545 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Pinnacle Wealth Management Group reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 3,584 Bank of America shares in Q3 2026, an estimated $204K.
  • Pinnacle Wealth Management Group first reported a position in Bank of America in Q2 2021 and held it in 20 quarters.
  • Pinnacle Wealth Management Group's Bank of America position peaked at $570K in Q2 2021.
  • 1,545 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.