Rise Advisors
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Rise Advisors’s Bank of America BAC Stock Holding History

Rise 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 		$721K Buy
13,240
+731
+6% +$44.5K 0.2% 41
2026
Q2 		$713K Buy
12,509
+198
+2% +$10.5K 0.2% 40
2026
Q1 		$607K Sell
12,311
-116
-0.9% -$5.99K 0.21% 42
2025
Q4 		$683K Sell
12,427
-166
-1% -$8.78K 0.24% 37
2025
Q3 		$650K Buy
12,593
+559
+5% +$27.3K 0.23% 33
2025
Q2 		$569K Sell
12,034
-453
-4% -$19.1K 0.23% 39
2025
Q1 		$521K Buy
12,487
+255
+2% +$11.4K 0.23% 38
2024
Q4 		$538K Sell
12,232
-52
-0.4% -$2.29K 0.26% 36
2024
Q3 		$487K Sell
12,284
-524
-4% -$21K 0.23% 44
2024
Q2 		$509K Buy
12,808
+1,319
+11% +$50.5K 0.27% 36
2024
Q1 		$436K Sell
11,489
-2,765
-19% -$94.9K 0.23% 43
2023
Q4 		$480K Buy
14,254
+2,877
+25% +$83.8K 0.34% 25
2023
Q3 		$311K Buy
11,377
+282
+3% +$8.34K 0.25% 34
2023
Q2 		$318K Sell
11,095
-532
-5% -$15.2K 0.25% 45
2023
Q1 		$333K Sell
11,627
-168
-1% -$5.55K 0.25% 44
2022
Q4 		$391K Buy
11,795
+77
+0.7% +$2.65K 0.31% 39
2022
Q3 		$354K Buy
11,718
+81
+0.7% +$2.71K 0.29% 41
2022
Q2 		$362K Sell
11,637
-2
-0% -$72 0.37% 39
2022
Q1 		$480K Buy
11,639
+7,311
+169% +$330K 0.43% 34
2021
Q4 		$193K Buy
+4,328
New +$197K 0.18% 67

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

Rise Advisors's BAC Position: Q3 2026 in Review

Rise Advisors increased its Bank of America (BAC) stake by 5.8% in Q3 2026, buying an estimated $44.5K and bringing the position to 13,240 shares worth $721K. The position accounts for 0.2% of the portfolio, ranked #41.

Rise Advisors first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Rise Advisors held 13,240 shares of Bank of America worth $721K as of Q3 2026.
  • Rise Advisors bought 731 Bank of America shares in Q3 2026, an estimated $44.5K.
  • Bank of America made up 0.2% of Rise Advisors's portfolio in Q3 2026, its #41 holding.
  • Rise Advisors first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.