TWIL
BAC icon

TrueNorth Wealth & Impact, LLC’s Bank of America BAC Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$540K Buy
+9,935
New +$605K 0.21% 73

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's BAC Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Bank of America (BAC) in Q3 2026: 9,935 shares worth $540K. The stake represents 0.21% of the portfolio and ranks #73 among its holdings.

3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 9,935 shares of Bank of America worth $540K as of Q3 2026.
  • Bank of America was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Bank of America made up 0.21% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #73 holding.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.