Retirement Wealth Solutions
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Retirement Wealth Solutions’s Bank of America BAC Stock Holding History

Retirement Wealth Solutions’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 		$51.6K Hold
948
– – 0.03% 112
2026
Q2 		$54K Buy
948
+2
+0.2% +$106 0.03% 98
2026
Q1 		$46.1K Buy
946
+4
+0.4% +$206 0.03% 92
2025
Q4 		$51.8K Hold
942
– – 0.03% 99
2025
Q3 		$48.6K Buy
942
+1
+0.1% +$49 0.03% 98
2025
Q2 		$44.5K Hold
941
– – 0.03% 99
2025
Q1 		$39.3K Hold
941
– – 0.03% 92
2024
Q4 		$42.4K Buy
+941
New +$41.4K 0.04% 96

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

Retirement Wealth Solutions's BAC Position: Q3 2026 in Review

Retirement Wealth Solutions held its Bank of America (BAC) position steady in Q3 2026 at 948 shares worth $51.6K. The position accounts for 0.03% of the portfolio, ranked #112.

Retirement Wealth Solutions first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $54K in Q2 2026. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Retirement Wealth Solutions held 948 shares of Bank of America worth $51.6K as of Q3 2026.
  • Retirement Wealth Solutions left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.03% of Retirement Wealth Solutions's portfolio in Q3 2026, its #112 holding.
  • Retirement Wealth Solutions first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Bank of America position peaked at $54K in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.