Processus Wealth & Capital Management’s Bank of America BAC Stock Holding History

Processus Wealth & Capital Management’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	$4.25M	Sell	78,021 -497	-0.6%	-$30.3K	2.47%	16
2026 Q2	$4.47M	Sell	78,518 -192	-0.2%	-$10.2K	2.65%	14
2026 Q1	$3.84M	Buy	78,710 +804	+1%	+$41.5K	2.61%	18
2025 Q4	$4.28M	Buy	77,906 +1,490	+2%	+$78.8K	2.83%	15
2025 Q3	$3.94M	Sell	76,416 -1,069	-1%	-$52.2K	2.83%	14
2025 Q2	$3.67M	Buy	77,485 +21	+0%	+$883	2.9%	10
2025 Q1	$3.23M	Buy	77,464 +769	+1%	+$34.3K	2.75%	12
2024 Q4	$3.37M	Buy	76,695 +258	+0.3%	+$11.4K	2.69%	14
2024 Q3	$3.03M	Sell	76,437 -8,262	-10%	-$331K	2.5%	16
2024 Q2	$3.37M	Buy	84,699 +545	+0.6%	+$20.9K	2.79%	14
2024 Q1	$3.19M	Buy	84,154 +11,079	+15%	+$380K	2.83%	13
2023 Q4	$2.46M	Buy	+73,075	New	+$2.13M	2.46%	18

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

Processus Wealth & Capital Management's BAC Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Bank of America (BAC) stake by 0.63% in Q3 2026, selling an estimated $30.3K and leaving 78,021 shares worth $4.25M. The position accounts for 2.47% of the portfolio, ranked #16.

Processus Wealth & Capital Management first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.47M in Q2 2026. 1,204 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Processus Wealth & Capital Management held 78,021 shares of Bank of America worth $4.25M as of Q3 2026.
Processus Wealth & Capital Management sold 497 Bank of America shares in Q3 2026, an estimated $30.3K.
Bank of America made up 2.47% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #16 holding.
Processus Wealth & Capital Management first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Processus Wealth & Capital Management's Bank of America position peaked at $4.47M in Q2 2026.
1,204 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.