Professional Advisory Services’s Bank of America BAC Stock Holding History

Professional Advisory Services’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	$435K	Hold	7,992	–	–	0.05%	64
2026 Q2	$455K	Buy	7,992 +1,750	+28%	+$93.1K	0.05%	64
2026 Q1	$304K	Hold	6,242	–	–	0.04%	71
2025 Q4	$343K	Hold	6,242	–	–	0.04%	69
2025 Q3	$322K	Hold	6,242	–	–	0.04%	72
2025 Q2	$295K	Hold	6,242	–	–	0.04%	69
2025 Q1	$260K	Hold	6,242	–	–	0.04%	69
2024 Q4	$274K	Hold	6,242	–	–	0.04%	68
2024 Q3	$248K	Hold	6,242	–	–	0.03%	71
2024 Q2	$248K	Hold	6,242	–	–	0.03%	69
2024 Q1	$237K	Hold	6,242	–	–	0.03%	69
2023 Q4	$210K	Buy	+6,242	New	+$182K	0.03%	68
2023 Q1	–	Sell	-6,342	Closed	-$210K	–	76
2022 Q4	$210K	Buy	+6,342	New	+$218K	0.03%	73
2022 Q2	–	Sell	-6,242	Closed	-$257K	–	72
2022 Q1	$257K	Hold	6,242	–	–	0.04%	68
2021 Q4	$278K	Hold	6,242	–	–	0.04%	68
2021 Q3	$265K	Hold	6,242	–	–	0.04%	68
2021 Q2	$257K	Hold	6,242	–	–	0.04%	69
2021 Q1	$242K	Buy	+6,242	New	+$215K	0.04%	66
2020 Q1	–	Sell	-6,242	Closed	-$220K	–	64
2019 Q4	$220K	Buy	+6,242	New	+$202K	0.04%	65

Other funds holding BAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Advisory Services's BAC Position: Q3 2026 in Review

Professional Advisory Services held its Bank of America (BAC) position steady in Q3 2026 at 7,992 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #64.

Professional Advisory Services first reported a position in BAC in Q4 2019 and has held it in 19 quarters since. The position peaked at $455K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Professional Advisory Services held 7,992 shares of Bank of America worth $435K as of Q3 2026.
Professional Advisory Services left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.05% of Professional Advisory Services's portfolio in Q3 2026, its #64 holding.
Professional Advisory Services first reported a position in Bank of America in Q4 2019 and has held it in 19 quarters since.
Professional Advisory Services's Bank of America position peaked at $455K in Q2 2026.
186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.