Richards, Merrill & Peterson’s Bank of America BAC Stock Holding History

Richards, Merrill & Peterson’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	$351K	Sell	6,450 -250	-4%	-$15.2K	0.11%	151
2026 Q2	$382K	Sell	6,700 -2,431	-27%	-$129K	0.12%	144
2026 Q1	$445K	Sell	9,131 -200	-2%	-$10.3K	0.16%	129
2025 Q4	$513K	Sell	9,331 -273	-3%	-$14.4K	0.2%	114
2025 Q3	$495K	Sell	9,604 -228	-2%	-$11.1K	0.21%	112
2025 Q2	$465K	Sell	9,832 -600	-6%	-$25.2K	0.22%	108
2025 Q1	$435K	Sell	10,432 -1,640	-14%	-$73.1K	0.23%	100
2024 Q4	$531K	Buy	+12,072	New	+$531K	0.28%	87

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richards, Merrill & Peterson's BAC Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Bank of America (BAC) stake by 3.7% in Q3 2026, selling an estimated $15.2K and leaving 6,450 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #151.

Richards, Merrill & Peterson first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $531K in Q4 2024. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Richards, Merrill & Peterson held 6,450 shares of Bank of America worth $351K as of Q3 2026.
Richards, Merrill & Peterson sold 250 Bank of America shares in Q3 2026, an estimated $15.2K.
Bank of America made up 0.11% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #151 holding.
Richards, Merrill & Peterson first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Bank of America position peaked at $531K in Q4 2024.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.