PW Nova Financial Services
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PW Nova Financial Services’s Bank of America BAC Stock Holding History

PW Nova Financial 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 		$1.76M Sell
32,302
-2,347
-7% -$143K 0.36% 71
2026
Q2 		$1.97M Sell
34,649
-97
-0.3% -$5.16K 0.42% 62
2026
Q1 		$1.69M Buy
34,746
+1,465
+4% +$75.6K 0.42% 61
2025
Q4 		$1.86M Buy
+33,281
New +$1.76M 0.71% 35

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 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

PW Nova Financial Services's BAC Position: Q3 2026 in Review

PW Nova Financial Services reduced its Bank of America (BAC) stake by 6.8% in Q3 2026, selling an estimated $143K and leaving 32,302 shares worth $1.76M. The position accounts for 0.36% of the portfolio, ranked #71.

PW Nova Financial Services first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • PW Nova Financial Services held 32,302 shares of Bank of America worth $1.76M as of Q3 2026.
  • PW Nova Financial Services sold 2,347 Bank of America shares in Q3 2026, an estimated $143K.
  • Bank of America made up 0.36% of PW Nova Financial Services's portfolio in Q3 2026, its #71 holding.
  • PW Nova Financial Services first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Bank of America position peaked at $1.97M in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.