Robertson Stephens Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $13.8M | Buy |
252,771
+26,974
| +12% | +$1.64M | 0.33% | 54 |
|
|
2026
Q2 | $12.9M | Sell |
225,797
-210
| -0.1% | -$11.2K | 0.32% | 60 |
|
|
2026
Q1 | $11M | Buy |
226,007
+178,080
| +372% | +$9.19M | 0.31% | 64 |
|
|
2025
Q4 | $2.64M | Buy |
47,927
+9,455
| +25% | +$500K | 0.07% | 184 |
|
|
2025
Q3 | $1.98M | Sell |
38,472
-3,363
| -8% | -$164K | 0.06% | 181 |
|
|
2025
Q2 | $1.98M | Sell |
41,835
-1,374
| -3% | -$57.8K | 0.06% | 190 |
|
|
2025
Q1 | $1.8M | Sell |
43,209
-194,260
| -82% | -$8.66M | 0.06% | 202 |
|
|
2024
Q4 | $10.4M | Sell |
237,469
-1,191
| -0.5% | -$52.4K | 0.37% | 57 |
|
|
2024
Q3 | $9.47M | Sell |
238,660
-11,549
| -5% | -$463K | 0.34% | 65 |
|
|
2024
Q2 | $10M | Buy |
250,209
+5,369
| +2% | +$206K | 0.5% | 39 |
|
|
2024
Q1 | $9.28M | Buy |
244,840
+13,954
| +6% | +$479K | 0.49% | 41 |
|
|
2023
Q4 | $7.77M | Sell |
230,886
-21,097
| -8% | -$614K | 0.47% | 39 |
|
|
2023
Q3 | $6.9M | Sell |
251,983
-8,565
| -3% | -$253K | 0.47% | 43 |
|
|
2023
Q2 | $7.48M | Sell |
260,548
-10,797
| -4% | -$308K | 0.53% | 38 |
|
|
2023
Q1 | $7.76M | Buy |
271,345
+241
| +0.1% | +$7.96K | 0.6% | 33 |
|
|
2022
Q4 | $8.98M | Sell |
271,104
-33,009
| -11% | -$1.14M | 0.87% | 24 |
|
|
2022
Q3 | $9.18M | Sell |
304,113
-3,210
| -1% | -$107K | 0.96% | 25 |
|
|
2022
Q2 | $9.6M | Sell |
307,323
-748
| -0.2% | -$26.9K | 0.9% | 26 |
|
|
2022
Q1 | $12.7M | Buy |
308,071
+7,676
| +3% | +$346K | 1.07% | 19 |
|
|
2021
Q4 | $13.4M | Buy |
300,395
+68,761
| +30% | +$3.13M | 1.12% | 17 |
|
|
2021
Q3 | $9.8M | Buy |
231,634
+392
| +0.2% | +$15.8K | 1.11% | 21 |
|
|
2021
Q2 | $9.5M | Sell |
231,242
-8,380
| -3% | -$344K | 1.14% | 19 |
|
|
2021
Q1 | $9.27M | Buy |
239,622
+225,997
| +1,659% | +$7.8M | 1.48% | 17 |
|
|
2020
Q4 | $412K | Sell |
13,625
-1,100
| -7% | -$29.5K | 0.09% | 153 |
|
|
2020
Q3 | $354K | Sell |
14,725
-13,860
| -48% | -$345K | 0.09% | 163 |
|
|
2020
Q2 | $678K | Buy |
28,585
+1,133
| +4% | +$26.8K | 0.2% | 91 |
|
|
2020
Q1 | $583K | Buy |
27,452
+15,152
| +123% | +$454K | 0.2% | 95 |
|
|
2019
Q4 | $433K | Buy |
12,300
+2,000
| +19% | +$64.6K | 0.22% | 74 |
|
|
2019
Q3 | $300K | Hold |
10,300
| – | – | 0.15% | 95 |
|
|
2019
Q2 | $299K | Buy |
10,300
+1,800
| +21% | +$51.9K | 0.29% | 58 |
|
|
2019
Q1 | $235K | Hold |
8,500
| – | – | 0.2% | 58 |
|
|
2018
Q4 | $209K | Buy |
+8,500
| New | +$231K | 0.21% | 54 |
|
Other funds holding BAC
Robertson Stephens Wealth Management's BAC Position: Q3 2026 in Review
Robertson Stephens Wealth Management increased its Bank of America (BAC) stake by 12% in Q3 2026, buying an estimated $1.64M and bringing the position to 252,771 shares worth $13.8M. The position accounts for 0.33% of the portfolio, ranked #54.
Robertson Stephens Wealth Management first reported a position in BAC in Q4 2018 and has held it in 32 quarters since. 3,137 funds tracked by Wall St. Rank hold BAC as of Q3 2026.
- Robertson Stephens Wealth Management held 252,771 shares of Bank of America worth $13.8M as of Q3 2026.
- Robertson Stephens Wealth Management bought 26,974 Bank of America shares in Q3 2026, an estimated $1.64M.
- Bank of America made up 0.33% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #54 holding.
- Robertson Stephens Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 32 quarters since.
- 3,137 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.
Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.