Precedent Wealth Partners’s Bank of America BAC Stock Holding History

Precedent Wealth 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	$3.13M	Buy	57,523 +5,208	+10%	+$317K	0.48%	65
2026 Q2	$2.98M	Buy	52,315 +1,059	+2%	+$56.3K	0.5%	59
2026 Q1	$2.5M	Buy	51,256 +1,159	+2%	+$59.8K	0.5%	62
2025 Q4	$2.76M	Buy	50,097 +1,337	+3%	+$70.7K	0.58%	56
2025 Q3	$2.52M	Buy	48,760 +2,594	+6%	+$127K	0.55%	55
2025 Q2	$2.18M	Buy	46,166 +6,004	+15%	+$253K	0.54%	54
2025 Q1	$1.68M	Buy	40,162 +5,898	+17%	+$263K	0.47%	60
2024 Q4	$1.51M	Buy	34,264 +400	+1%	+$17.6K	0.49%	57
2024 Q3	$1.34M	Buy	33,864 +5,222	+18%	+$209K	0.44%	62
2024 Q2	$1.14M	Buy	28,642 +1,585	+6%	+$60.7K	0.46%	59
2024 Q1	$1.03M	Buy	27,057 +2,653	+11%	+$91.1K	0.44%	60
2023 Q4	$822K	Buy	+24,404	New	+$711K	0.42%	65

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Precedent Wealth Partners's BAC Position: Q3 2026 in Review

Precedent Wealth Partners increased its Bank of America (BAC) stake by 10% in Q3 2026, buying an estimated $317K and bringing the position to 57,523 shares worth $3.13M. The position accounts for 0.48% of the portfolio, ranked #65.

Precedent Wealth Partners first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Precedent Wealth Partners held 57,523 shares of Bank of America worth $3.13M as of Q3 2026.
Precedent Wealth Partners bought 5,208 Bank of America shares in Q3 2026, an estimated $317K.
Bank of America made up 0.48% of Precedent Wealth Partners's portfolio in Q3 2026, its #65 holding.
Precedent Wealth Partners first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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