Riverbend Wealth Management’s Bank of America BAC Stock Holding History

Riverbend Wealth Management’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	$1.42M	Buy	26,065 +112	+0.4%	+$6.82K	0.64%	45
2026 Q2	$1.48M	Buy	25,953 +1,715	+7%	+$91.2K	0.74%	39
2026 Q1	$1.18M	Sell	24,238 -1,132	-4%	-$58.4K	0.68%	41
2025 Q4	$1.4M	Buy	25,370 +1,149	+5%	+$60.7K	0.87%	32
2025 Q3	$1.25M	Sell	24,221 -131	-0.5%	-$6.39K	0.87%	33
2025 Q2	$1.15M	Buy	24,352 +841	+4%	+$35.4K	0.87%	33
2025 Q1	$981K	Buy	23,511 +999	+4%	+$44.5K	0.88%	34
2024 Q4	$991K	Buy	+22,512	New	+$990K	0.88%	33

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Riverbend Wealth Management's BAC Position: Q3 2026 in Review

Riverbend Wealth Management increased its Bank of America (BAC) stake by 0.43% in Q3 2026, buying an estimated $6.82K and bringing the position to 26,065 shares worth $1.42M. The position accounts for 0.64% of the portfolio, ranked #45.

Riverbend Wealth Management first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2026. 2,293 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Riverbend Wealth Management held 26,065 shares of Bank of America worth $1.42M as of Q3 2026.
Riverbend Wealth Management bought 112 Bank of America shares in Q3 2026, an estimated $6.82K.
Bank of America made up 0.64% of Riverbend Wealth Management's portfolio in Q3 2026, its #45 holding.
Riverbend Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Bank of America position peaked at $1.48M in Q2 2026.
2,293 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.