Johnson Dunn Capital Advisors Inc’s Bank of America BAC Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$272K	Buy	+4,998	New	+$304K	0.19%	140

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's BAC Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Bank of America (BAC) in Q3 2026: 4,998 shares worth $272K. The stake represents 0.19% of the portfolio and ranks #140 among its holdings.

2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 4,998 shares of Bank of America worth $272K as of Q3 2026.
Bank of America was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Bank of America made up 0.19% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #140 holding.
2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.