Riversedge Advisors
BAC icon

Riversedge Advisors’s Bank of America BAC Stock Holding History

Riversedge 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 		$777K Buy
14,282
+1,755
+14% +$107K 0.1% 94
2026
Q2 		$714K Buy
12,527
+2,301
+23% +$122K 0.09% 86
2026
Q1 		$499K Sell
10,226
-2,628
-20% -$136K 0.08% 88
2025
Q4 		$707K Buy
12,854
+409
+3% +$21.6K 0.11% 58
2025
Q3 		$642K Buy
12,445
+1,845
+17% +$90K 0.11% 62
2025
Q2 		$502K Buy
10,600
+841
+9% +$35.4K 0.1% 63
2025
Q1 		$407K Sell
9,759
-107
-1% -$4.77K 0.09% 72
2024
Q4 		$434K Buy
9,866
+438
+5% +$19.3K 0.1% 66
2024
Q3 		$374K Sell
9,428
-41
-0.4% -$1.64K 0.08% 63
2024
Q2 		$377K Sell
9,469
-272
-3% -$10.4K 0.09% 60
2024
Q1 		$369K Sell
9,741
-1,802
-16% -$61.9K 0.09% 58
2023
Q4 		$389K Buy
11,543
+1,447
+14% +$42.1K 0.11% 56
2023
Q3 		$276K Buy
10,096
+67
+0.7% +$1.98K 0.08% 63
2023
Q2 		$288K Buy
10,029
+169
+2% +$4.82K 0.08% 64
2023
Q1 		$282K Buy
9,860
+3,692
+60% +$122K 0.08% 67
2022
Q4 		$204K Sell
6,168
-5,243
-46% -$181K 0.07% 66
2022
Q3 		$345K Sell
11,411
-9,669
-46% -$323K 0.12% 58
2022
Q2 		$656K Buy
21,080
+186
+0.9% +$6.7K 0.24% 40
2022
Q1 		$861K Buy
20,894
+512
+3% +$23.1K 0.28% 37
2021
Q4 		$907K Sell
20,382
-32
-0.2% -$1.46K 0.29% 35
2021
Q3 		$867K Buy
20,414
+2,880
+16% +$116K 0.3% 33
2021
Q2 		$723K Buy
17,534
+7,929
+83% +$325K 0.26% 28
2021
Q1 		$372K Sell
9,605
-10,802
-53% -$373K 0.16% 33
2020
Q4 		$619K Buy
20,407
+1,118
+6% +$30K 0.29% 29
2020
Q3 		$465K Buy
19,289
+2,592
+16% +$64.5K 0.25% 33
2020
Q2 		$397K Sell
16,697
-2,103
-11% -$49.7K 0.23% 34
2020
Q1 		$399K Buy
18,800
+1,365
+8% +$40.9K 0.35% 26
2019
Q4 		$614K Buy
17,435
+321
+2% +$10.4K 0.73% 22
2019
Q3 		$453K Hold
17,114
– – 0.64% 25
2019
Q2 		$453K Buy
+17,114
New +$494K 0.64% 25

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Riversedge Advisors's BAC Position: Q3 2026 in Review

Riversedge Advisors increased its Bank of America (BAC) stake by 14% in Q3 2026, buying an estimated $107K and bringing the position to 14,282 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #94.

Riversedge Advisors first reported a position in BAC in Q2 2019 and has held it in 30 quarters since. The position peaked at $907K in Q4 2021. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Riversedge Advisors held 14,282 shares of Bank of America worth $777K as of Q3 2026.
  • Riversedge Advisors bought 1,755 Bank of America shares in Q3 2026, an estimated $107K.
  • Bank of America made up 0.1% of Riversedge Advisors's portfolio in Q3 2026, its #94 holding.
  • Riversedge Advisors first reported a position in Bank of America in Q2 2019 and has held it in 30 quarters since.
  • Riversedge Advisors's Bank of America position peaked at $907K in Q4 2021.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.