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Powers Advisory Group’s Bank of America BAC Stock Holding History

Powers Advisory 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 		$560K Buy
10,297
+197
+2% +$12K 0.17% 76
2026
Q2 		$576K Buy
10,100
+30
+0.3% +$1.6K 0.18% 76
2026
Q1 		$491K Sell
10,070
-253
-2% -$13.1K 0.17% 75
2025
Q4 		$568K Sell
10,323
-90
-0.9% -$4.76K 0.21% 68
2025
Q3 		$537K Buy
10,413
+615
+6% +$30K 0.21% 68
2025
Q2 		$464K Buy
9,798
+668
+7% +$28.1K 0.2% 71
2025
Q1 		$381K Sell
9,130
-90
-1% -$4.01K 0.18% 76
2024
Q4 		$405K Buy
9,220
+211
+2% +$9.28K 0.2% 69
2024
Q3 		$357K Buy
9,009
+42
+0.5% +$1.68K 0.18% 73
2024
Q2 		$357K Buy
8,967
+79
+0.9% +$3.03K 0.19% 71
2024
Q1 		$337K Buy
8,888
+2,069
+30% +$71K 0.19% 75
2023
Q4 		$230K Buy
+6,819
New +$199K 0.14% 88

Other funds holding BAC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Powers Advisory Group's BAC Position: Q3 2026 in Review

Powers Advisory Group increased its Bank of America (BAC) stake by 2% in Q3 2026, buying an estimated $12K and bringing the position to 10,297 shares worth $560K. The position accounts for 0.17% of the portfolio, ranked #76.

Powers Advisory Group first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $576K in Q2 2026. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Powers Advisory Group held 10,297 shares of Bank of America worth $560K as of Q3 2026.
  • Powers Advisory Group bought 197 Bank of America shares in Q3 2026, an estimated $12K.
  • Bank of America made up 0.17% of Powers Advisory Group's portfolio in Q3 2026, its #76 holding.
  • Powers Advisory Group first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Powers Advisory Group's Bank of America position peaked at $576K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.