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

RKL 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 		$525K Buy
9,650
+462
+5% +$28.1K 0.04% 135
2026
Q2 		$524K Buy
9,188
+1,036
+13% +$55.1K 0.04% 131
2026
Q1 		$397K Sell
8,152
-189
-2% -$9.8K 0.04% 139
2025
Q4 		$459K Buy
8,341
+1,389
+20% +$73.4K 0.04% 136
2025
Q3 		$359K Sell
6,952
-19
-0.3% -$927 0.03% 146
2025
Q2 		$330K Sell
6,971
-218
-3% -$9.17K 0.03% 147
2025
Q1 		$300K Buy
7,189
+1,087
+18% +$48.4K 0.03% 151
2024
Q4 		$268K Sell
6,102
-17
-0.3% -$748 0.02% 153
2024
Q3 		$243K Sell
6,119
-61
-1% -$2.44K 0.02% 145
2024
Q2 		$246K Sell
6,180
-67
-1% -$2.57K 0.02% 134
2024
Q1 		$237K Buy
+6,247
New +$214K 0.02% 140
2022
Q4 		– Sell
-8,286
Closed -$250K – 131
2022
Q3 		$250K Buy
+8,286
New +$277K 0.04% 117
2017
Q4 		– Sell
-10,869
Closed -$281K – 138
2017
Q3 		$281K Buy
+10,869
New +$264K 0.08% 131

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

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

RKL Wealth Management increased its Bank of America (BAC) stake by 5% in Q3 2026, buying an estimated $28.1K and bringing the position to 9,650 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #135.

RKL Wealth Management first reported a position in BAC in Q3 2017 and has held it in 13 quarters since. 1,159 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • RKL Wealth Management held 9,650 shares of Bank of America worth $525K as of Q3 2026.
  • RKL Wealth Management bought 462 Bank of America shares in Q3 2026, an estimated $28.1K.
  • Bank of America made up 0.04% of RKL Wealth Management's portfolio in Q3 2026, its #135 holding.
  • RKL Wealth Management first reported a position in Bank of America in Q3 2017 and has held it in 13 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.