Register Financial Advisors
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Register Financial Advisors’s Bank of America BAC Stock Holding History

Register Financial Advisors’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 		$2.62M Buy
48,177
+136
+0.3% +$8.29K 0.82% 28
2026
Q2 		$2.74M Buy
48,041
+677
+1% +$36K 0.84% 31
2026
Q1 		$2.31M Buy
47,364
+419
+0.9% +$21.6K 0.85% 31
2025
Q4 		$2.58M Sell
46,945
-2
-0% -$106 1.01% 25
2025
Q3 		$2.42M Sell
46,947
-224
-0.5% -$10.9K 0.95% 28
2025
Q2 		$2.23M Buy
47,171
+26
+0.1% +$1.09K 0.97% 26
2025
Q1 		$1.97M Buy
47,145
+292
+0.6% +$13K 1.02% 23
2024
Q4 		$2.06M Sell
46,853
-833
-2% -$36.6K 1.03% 24
2024
Q3 		$1.89M Sell
47,686
-298
-0.6% -$11.9K 0.97% 28
2024
Q2 		$1.91M Sell
47,984
-447
-0.9% -$17.1K 0.96% 23
2024
Q1 		$1.84M Sell
48,431
-912
-2% -$31.3K 0.95% 24
2023
Q4 		$1.66M Buy
49,343
+8,720
+21% +$254K 1.11% 22
2023
Q3 		$1.11M Sell
40,623
-3,820
-9% -$113K 0.81% 35
2023
Q2 		$1.28M Buy
44,443
+877
+2% +$25K 0.91% 27
2023
Q1 		$1.25M Buy
43,566
+14,993
+52% +$495K 0.98% 25
2022
Q4 		$946K Buy
+28,573
New +$984K 0.6% 46

Other funds holding BAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Register Financial Advisors's BAC Position: Q3 2026 in Review

Register Financial Advisors increased its Bank of America (BAC) stake by 0.28% in Q3 2026, buying an estimated $8.29K and bringing the position to 48,177 shares worth $2.62M. The position accounts for 0.82% of the portfolio, ranked #28.

Register Financial Advisors first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.74M in Q2 2026. 2,572 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Register Financial Advisors held 48,177 shares of Bank of America worth $2.62M as of Q3 2026.
  • Register Financial Advisors bought 136 Bank of America shares in Q3 2026, an estimated $8.29K.
  • Bank of America made up 0.82% of Register Financial Advisors's portfolio in Q3 2026, its #28 holding.
  • Register Financial Advisors first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Bank of America position peaked at $2.74M in Q2 2026.
  • 2,572 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.