Root Financial Partners
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Root Financial Partners’s Bank of America BAC Stock Holding History

Root Financial Partners’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 		$1.2M Buy
21,965
+5,814
+36% +$354K 0.04% 111
2026
Q2 		$920K Buy
16,151
+1,100
+7% +$58.5K 0.04% 129
2026
Q1 		$734K Buy
15,051
+2,466
+20% +$127K 0.03% 126
2025
Q4 		$692K Buy
12,585
+240
+2% +$12.7K 0.04% 128
2025
Q3 		$637K Buy
12,345
+658
+6% +$32.1K 0.04% 119
2025
Q2 		$553K Buy
11,687
+4,433
+61% +$187K 0.05% 116
2025
Q1 		$303K Sell
7,254
-385
-5% -$17.2K 0.03% 153
2024
Q4 		$336K Buy
7,639
+2,538
+50% +$112K 0.04% 145
2024
Q3 		$202K Buy
+5,101
New +$204K 0.03% 148

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's BAC Position: Q3 2026 in Review

Root Financial Partners increased its Bank of America (BAC) stake by 36% in Q3 2026, buying an estimated $354K and bringing the position to 21,965 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #111.

Root Financial Partners first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. 1,485 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Root Financial Partners held 21,965 shares of Bank of America worth $1.2M as of Q3 2026.
  • Root Financial Partners bought 5,814 Bank of America shares in Q3 2026, an estimated $354K.
  • Bank of America made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #111 holding.
  • Root Financial Partners first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.