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

Private 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	$335K	Sell	6,152 -27	-0.4%	-$1.64K	0.08%	82
2026 Q2	$352K	Hold	6,179	–	–	0.08%	76
2026 Q1	$301K	Buy	6,179 +195	+3%	+$10.1K	0.08%	70
2025 Q4	$329K	Sell	5,984 -500	-8%	-$26.4K	0.09%	70
2025 Q3	$335K	Hold	6,484	–	–	0.09%	67
2025 Q2	$307K	Sell	6,484 -17	-0.3%	-$715	0.1%	67
2025 Q1	$271K	Buy	6,501 +801	+14%	+$35.7K	0.1%	67
2024 Q4	$251K	Sell	5,700 -2	-0%	-$88	0.1%	72
2024 Q3	$226K	Sell	5,702 -2	-0%	-$80	0.09%	70
2024 Q2	$227K	Sell	5,704 -175	-3%	-$6.71K	0.1%	70
2024 Q1	$223K	Sell	5,879 -400	-6%	-$13.7K	0.1%	64
2023 Q4	$211K	Buy	+6,279	New	+$183K	0.1%	61

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

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

Private Wealth Management Group reduced its Bank of America (BAC) stake by 0.44% in Q3 2026, selling an estimated $1.64K and leaving 6,152 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #82.

Private Wealth Management Group first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $352K in Q2 2026. 1,204 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Private Wealth Management Group held 6,152 shares of Bank of America worth $335K as of Q3 2026.
Private Wealth Management Group sold 27 Bank of America shares in Q3 2026, an estimated $1.64K.
Bank of America made up 0.08% of Private Wealth Management Group's portfolio in Q3 2026, its #82 holding.
Private Wealth Management Group first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Bank of America position peaked at $352K in Q2 2026.
1,204 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.