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

Sendero 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 		$492K Buy
9,037
+53
+0.6% +$3.23K 0.05% 163
2026
Q2 		$512K Buy
8,984
+264
+3% +$14K 0.05% 161
2026
Q1 		$425K Sell
8,720
-297
-3% -$15.3K 0.05% 164
2025
Q4 		$496K Buy
9,017
+316
+4% +$16.7K 0.06% 159
2025
Q3 		$449K Buy
8,701
+625
+8% +$30.5K 0.05% 154
2025
Q2 		$382K Sell
8,076
-1,036
-11% -$43.6K 0.05% 161
2025
Q1 		$380K Buy
9,112
+485
+6% +$21.6K 0.05% 150
2024
Q4 		$379K Hold
8,627
– – 0.06% 144
2024
Q3 		$342K Hold
8,627
– – 0.05% 140
2024
Q2 		$343K Sell
8,627
-140,205
-94% -$5.37M 0.06% 136
2024
Q1 		$5.64M Buy
148,832
+87,325
+142% +$3M 0.97% 24
2023
Q4 		$2.07M Sell
61,507
-74,056
-55% -$2.16M 0.39% 52
2023
Q3 		$3.71M Buy
135,563
+9,912
+8% +$293K 0.8% 26
2023
Q2 		$3.6M Buy
125,651
+27,798
+28% +$793K 0.79% 26
2023
Q1 		$2.8M Buy
97,853
+63,301
+183% +$2.09M 0.86% 24
2022
Q4 		$1.14M Buy
34,552
+18,275
+112% +$629K 0.41% 51
2022
Q3 		$492K Buy
+16,277
New +$544K 0.2% 64

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Sendero Wealth Management increased its Bank of America (BAC) stake by 0.59% in Q3 2026, buying an estimated $3.23K and bringing the position to 9,037 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #163.

Sendero Wealth Management first reported a position in BAC in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.64M in Q1 2024. 2,367 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Sendero Wealth Management held 9,037 shares of Bank of America worth $492K as of Q3 2026.
  • Sendero Wealth Management bought 53 Bank of America shares in Q3 2026, an estimated $3.23K.
  • Bank of America made up 0.05% of Sendero Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Sendero Wealth Management first reported a position in Bank of America in Q3 2022 and has held it in 17 quarters since.
  • Sendero Wealth Management's Bank of America position peaked at $5.64M in Q1 2024.
  • 2,367 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.