Polaris Financial Partners’s Bank of America BAC Stock Holding History

Polaris Financial Partners’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	$23K	Buy	+419	New	+$25.5K	0.01%	236

Other funds holding BAC

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GLP Holdings Cumming, Georgia $127M AUM 29.57% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Polaris Financial Partners's BAC Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Bank of America (BAC) in Q3 2026: 419 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

25 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Polaris Financial Partners held 419 shares of Bank of America worth $23K as of Q3 2026.
Bank of America was a new Polaris Financial Partners position in Q3 2026.
Bank of America made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #236 holding.
25 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.